| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Greer GSG Advisors LLC | 3,197 | $471,564.8 | $509,569.83 | $38,005.03 | 8.06% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 370,300 | $55.44M | $58.33M | $2.9M | 5.23% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 20,200 | $2.94M | $3.2M | $264,614 | 9.01% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 11,334 | $1.62M | $1.8M | $171,471.31 | 10.56% |
Jae Cho Marex Group plc | 7,255 | $1.05M | $1.15M | $94,513.46 | 8.99% |
Jesse Steele Etesian Wealth Advisors, Inc. | 2,054 | $309,836.97 | $328,455.14 | $18,618.17 | 6.01% |
Kristy DeJarnette Financial Security Advisor, Inc. | 18,094 | $2.66M | $2.89M | $227,091.81 | 8.53% |
Christopher Barr Red Mountain Financial, LLC | 2,334 | $348,030.02 | $368,071.8 | $20,041.78 | 5.76% |
NICOLE MARTIN Arlington Trust Co LLC | 1,016 | $158,047.56 | $161,422.08 | $3,374.52 | 2.14% |
Chris Kleine Park Capital Management, LLC / WI | 1,965 | $323,981.81 | $312,376.05 | -$11,605.76 | -3.58% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 2,655 | $389,282 | $418,627.12 | $29,345.12 | 7.54% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 175,489 | $26.31M | $27.56M | $1.25M | 4.74% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 19,071 | $2.97M | $3M | $22,962.9 | 0.77% |
JOHN TERRILL Peoples Bank/KS | 6,372 | $935,667.59 | $1M | $65,692.21 | 7.02% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 10,507 | $1.56M | $1.66M | $102,295.39 | 6.55% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 12,847 | $1.86M | $2.05M | $188,097.89 | 10.12% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 80,573 | $12.03M | $12.75M | $721,935.95 | 6% |
| KS Kristi Shields ROGCO, LP | 12,582 | $1.85M | $2M | $155,604.99 | 8.42% |
Stacey Cheek Wheelhouse Advisory Group LLC | 4,506 | $660,807.87 | $712,533.78 | $51,725.91 | 7.83% |
Syon Capital LLC SYON CAPITAL LLC | 20,325 | $3.14M | $3.21M | $76,603.15 | 2.44% |