| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 117,271 | $16.53M | $15.76M | -$770,379.79 | -4.66% |
JOHN TERRILL Peoples Bank/KS | 9,098 | $991,849.53 | $1.22M | $232,013.43 | 23.39% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 12,677 | $2.36M | $1.65M | -$712,808.45 | -30.23% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 9,743 | $1.55M | $1.26M | -$282,198.08 | -18.25% |
| KS Kristi Shields ROGCO, LP | 3,426 | $443,333.3 | $444,910.98 | $1,577.68 | 0.36% |
Syon Capital LLC SYON CAPITAL LLC | 27,740 | $3.83M | $3.68M | -$149,133.71 | -3.9% |
Kevin Bresler TD Waterhouse Canada Inc. | 370,371 | $56.06M | $49.79M | -$6.27M | -11.18% |
| MC Megan Claucherty Kodai Capital Management LP | 306,356 | $42.83M | $40.45M | -$2.38M | -5.55% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 3,200 | $493,222.84 | $421,600 | -$71,622.84 | -14.52% |
Melissa S. Kampmann Kampmann Melissa S. | 11,732 | $1.86M | $1.5M | -$359,590.71 | -19.29% |
Brian Glenn Premier Path Wealth Partners, LLC | 11,429 | $1.56M | $1.48M | -$77,432.32 | -4.96% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,433 | $311,687.98 | $192,695.51 | -$118,992.47 | -38.18% |
| AK Alisha Kamadia United Community Bank | 3,736 | $411,187.96 | $479,665.04 | $68,477.08 | 16.65% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,974 | $292,798.35 | $265,048.98 | -$27,749.37 | -9.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 174,482 | $27.57M | $23.46M | -$4.11M | -14.9% |
Robert Shea NEOS Investment Management LLC | 275,413 | $51.19M | $35.51M | -$15.68M | -30.62% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 3,021 | $767,787.95 | $406,158.34 | -$361,629.61 | -47.1% |
RENEE PILKENTON Exchange Bank | 5,659 | $871,206.76 | $753,750.5 | -$117,456.26 | -13.48% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 3,277 | $442,344.02 | $429,975.17 | -$12,368.85 | -2.8% |
Charles Corkery PUREfi Wealth, LLC | 2,956 | $514,841.41 | $384,161.76 | -$130,679.65 | -25.38% |