| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 9,178 | $2.58M | $1.35M | -$1.23M | -47.75% |
Jae Cho Marex Group plc | 596,634 | $116.29M | $89.81M | -$26.48M | -22.77% |
Jesse Steele Etesian Wealth Advisors, Inc. | 7,633 | $637,674.92 | $991,297.71 | $353,622.79 | 55.46% |
Kristy DeJarnette Financial Security Advisor, Inc. | 7,652 | $851,210.06 | $1.11M | $262,002.9 | 30.78% |
NICOLE MARTIN Arlington Trust Co LLC | 1,101 | $219,340.49 | $142,986.87 | -$76,353.62 | -34.81% |
Chris Kleine Park Capital Management, LLC / WI | 1,556 | $339,760.67 | $202,077.72 | -$137,682.95 | -40.52% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 117,271 | $16.53M | $15.23M | -$1.3M | -7.88% |
JOHN TERRILL Peoples Bank/KS | 8,073 | $851,117.08 | $1.05M | $197,323.43 | 23.18% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 12,677 | $2.36M | $1.86M | -$495,524.67 | -21.01% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 9,050 | $1.45M | $1.18M | -$275,977.36 | -19.02% |
| KS Kristi Shields ROGCO, LP | 3,426 | $443,333.3 | $444,934.62 | $1,601.32 | 0.36% |
Syon Capital LLC SYON CAPITAL LLC | 27,740 | $3.83M | $4.18M | $346,996.19 | 9.06% |
Kevin Bresler TD Waterhouse Canada Inc. | 370,371 | $56.06M | $48.1M | -$7.96M | -14.2% |
| MC Megan Claucherty Kodai Capital Management LP | 306,356 | $42.83M | $39.79M | -$3.05M | -7.11% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 3,200 | $493,222.84 | $415,584 | -$77,638.84 | -15.74% |
Melissa S. Kampmann Kampmann Melissa S. | 11,732 | $1.86M | $1.52M | -$340,291.57 | -18.26% |
Brian Glenn Premier Path Wealth Partners, LLC | 12,661 | $1.69M | $1.64M | -$45,727.23 | -2.71% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,433 | $311,687.98 | $186,103.71 | -$125,584.27 | -40.29% |
| AK Alisha Kamadia United Community Bank | 3,736 | $411,187.96 | $572,654.08 | $161,466.12 | 39.27% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,973 | $292,661.09 | $256,233.51 | -$36,427.58 | -12.45% |