| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EPS Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 148,530 | $22.36M | $20.86M | -$1.5M | -6.71% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 13,520 | $2.17M | $1.9M | -$274,121.67 | -12.62% |
JOHN TERRILL Peoples Bank/KS | 6,820 | $1M | $956,914.2 | -$44,401.93 | -4.43% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 11,088 | $1.65M | $1.56M | -$90,218.87 | -5.48% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 84,755 | $12.64M | $11.9M | -$746,040.08 | -5.9% |
| KS Kristi Shields ROGCO, LP | 11,589 | $1.7M | $1.63M | -$76,442.23 | -4.49% |
Stacey Cheek Wheelhouse Advisory Group LLC | 4,373 | $641,306.28 | $614,187.85 | -$27,118.43 | -4.23% |
| SCL Syon Capital LLC SYON CAPITAL LLC | 21,690 | $3.34M | $3.04M | -$293,056.61 | -8.78% |
Melissa S. Kampmann Kampmann Melissa S. | 25,654 | $3.78M | $3.6M | -$177,336.42 | -4.69% |
Brian Glenn Premier Path Wealth Partners, LLC | 7,779 | $1.15M | $1.09M | -$55,276.29 | -4.81% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 7,771 | $1.17M | $1.09M | -$73,570.68 | -6.31% |
| AK Alisha Kamadia United Community Bank | 2,679 | $400,205.63 | $376,372.71 | -$23,832.89 | -5.95% |
Mark Romin Lakeshore Financial Planning, Inc. | 2,968 | $433,660.63 | $416,529.12 | -$17,131.51 | -3.95% |
Courtney Haddad Concurrent Investment Advisors, LLC | 179,251 | $27.18M | $25.16M | -$2.02M | -7.43% |
Robert Shea NEOS Investment Management LLC | 342,694 | $53.6M | $48.13M | -$5.47M | -10.2% |
RENEE PILKENTON Exchange Bank | 23,544 | $3.58M | $3.31M | -$272,970.49 | -7.62% |
Teresa Douberly Burford Brothers, Inc. | 12,846 | $1.89M | $1.8M | -$81,386.52 | -4.32% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 8,694 | $1.31M | $1.22M | -$92,086.75 | -7.01% |
Charles Corkery PUREfi Wealth, LLC | 4,472 | $738,089.96 | $627,779.36 | -$110,310.6 | -14.94% |
Mark Weber DecisionMap Wealth Management, LLC | 8,363 | $1.38M | $1.17M | -$205,140.35 | -14.88% |