| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Kleine Park Capital Management, LLC / WI | 1,490 | $209,252.87 | $207,944.4 | -$1,308.47 | -0.63% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 127,986 | $20.22M | $17.86M | -$2.36M | -11.66% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 9,437 | $1.49M | $1.32M | -$171,967.27 | -11.55% |
JOHN TERRILL Peoples Bank/KS | 12,032 | $2.02M | $1.68M | -$339,766.51 | -16.83% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 6,860 | $1.09M | $944,827.8 | -$149,470.22 | -13.66% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 8,933 | $1.51M | $1.25M | -$267,568.42 | -17.67% |
| KS Kristi Shields ROGCO, LP | 11,744 | $1.98M | $1.64M | -$338,428.96 | -17.11% |
Syon Capital LLC SYON CAPITAL LLC | 11,216 | $1.75M | $1.58M | -$172,060.49 | -9.83% |
Florian Peters denkapparat Operations GmbH | 6,252 | $959,217.42 | $869,653.26 | -$89,564.16 | -9.34% |
Kevin Bresler TD Waterhouse Canada Inc. | 412,372 | $61.74M | $57.55M | -$4.19M | -6.78% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 100 | $16,944 | $13,956 | -$2,988 | -17.63% |
Brian Glenn Premier Path Wealth Partners, LLC | 9,729 | $1.59M | $1.36M | -$233,842.83 | -14.69% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,854 | $308,223.1 | $258,744.24 | -$49,478.86 | -16.05% |
| AK Alisha Kamadia United Community Bank | 1,972 | $275,718.2 | $273,516.4 | -$2,201.8 | -0.8% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,599 | $226,782.75 | $223,156.44 | -$3,626.31 | -1.6% |
Courtney Haddad Concurrent Investment Advisors, LLC | 115,844 | $18.89M | $16.17M | -$2.72M | -14.41% |
Robert Shea NEOS Investment Management LLC | 1.04M | $153.19M | $143.6M | -$9.59M | -6.26% |
RENEE PILKENTON Exchange Bank | 4,778 | $875,096.37 | $666,817.68 | -$208,278.69 | -23.8% |
Teresa Douberly Burford Brothers, Inc. | 2,810 | $474,926.67 | $392,163.6 | -$82,763.07 | -17.43% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 52,413 | $8.58M | $7.31M | -$1.27M | -14.78% |