| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 127,986 | $20.22M | $16.41M | -$3.81M | -18.85% |
JOHN TERRILL Peoples Bank/KS | 12,500 | $2.08M | $1.62M | -$460,755.31 | -22.14% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 6,860 | $1.09M | $898,179.8 | -$196,118.22 | -17.92% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 8,904 | $1.51M | $1.17M | -$342,463.34 | -22.69% |
| KS Kristi Shields ROGCO, LP | 11,744 | $1.98M | $1.54M | -$436,373.92 | -22.07% |
Syon Capital LLC SYON CAPITAL LLC | 11,216 | $1.75M | $1.47M | -$286,127.1 | -16.34% |
Florian Peters denkapparat Operations GmbH | 6,252 | $959,217.42 | $819,981.06 | -$139,236.36 | -14.52% |
Kevin Bresler TD Waterhouse Canada Inc. | 412,372 | $61.74M | $52.94M | -$8.8M | -14.25% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 100 | $16,944 | $12,995 | -$3,949 | -23.31% |
Brian Glenn Premier Path Wealth Partners, LLC | 7,748 | $1.26M | $1.02M | -$239,703.39 | -19.1% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,463 | $384,780.56 | $316,199.94 | -$68,580.62 | -17.82% |
| AK Alisha Kamadia United Community Bank | 1,972 | $275,718.2 | $258,213.68 | -$17,504.52 | -6.35% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,594 | $226,079.95 | $206,909.17 | -$19,170.78 | -8.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 119,505 | $19.38M | $15.34M | -$4.04M | -20.85% |
Robert Shea NEOS Investment Management LLC | 1.04M | $153.19M | $136.43M | -$16.77M | -10.94% |
RENEE PILKENTON Exchange Bank | 5,399 | $958,099.23 | $701,816.01 | -$256,283.22 | -26.75% |
Teresa Douberly Burford Brothers, Inc. | 2,810 | $474,926.67 | $366,901.7 | -$108,024.97 | -22.75% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 53,081 | $8.67M | $6.93M | -$1.75M | -20.13% |
Savoie Capital LLC Savoie Capital LLC | 4,650 | $813,797 | $603,593.25 | -$210,203.75 | -25.83% |
James Rankin Modern Wealth Management, LLC | 32,992 | $4.93M | $4.29M | -$640,470.29 | -13% |