| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 42,743 | $3.95M | $4.19M | $241,956.18 | 6.13% |
JOHN TERRILL Peoples Bank/KS | 4,100 | $391,294.75 | $401,308 | $10,013.25 | 2.56% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,821 | $354,619.72 | $370,617.89 | $15,998.17 | 4.51% |
Syon Capital LLC SYON CAPITAL LLC | 19,904 | $1.87M | $1.93M | $59,158.24 | 3.16% |
Kevin Bresler TD Waterhouse Canada Inc. | 170,573 | $16.62M | $16.63M | $9,810.77 | 0.06% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 300 | $27,381 | $29,056.5 | $1,675.5 | 6.12% |
Melissa S. Kampmann Kampmann Melissa S. | 12,479 | $1.23M | $1.22M | -$11,195.9 | -0.91% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,558 | $529,702.06 | $542,016.16 | $12,314.1 | 2.32% |
| AK Alisha Kamadia United Community Bank | 797 | $66,642.15 | $77,069.9 | $10,427.75 | 15.65% |
Mark Romin Lakeshore Financial Planning, Inc. | 2,284 | $204,686.42 | $223,557.92 | $18,871.5 | 9.22% |
Courtney Haddad Concurrent Investment Advisors, LLC | 112,282 | $10.17M | $10.95M | $782,190.37 | 7.69% |
Robert Shea NEOS Investment Management LLC | 868,907 | $78.09M | $84.19M | $6.1M | 7.81% |
Teresa Douberly Burford Brothers, Inc. | 7,567 | $713,166.16 | $734,604.36 | $21,438.2 | 3.01% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 3,549 | $329,251.13 | $344,734.24 | $15,483.11 | 4.7% |
Mark Weber DecisionMap Wealth Management, LLC | 5,633 | $512,277.83 | $546,569.99 | $34,292.16 | 6.69% |
James Rankin Modern Wealth Management, LLC | 16,819 | $1.57M | $1.64M | $70,663.34 | 4.51% |
Menachem Striks Morton Capital Management LLC/CA | 3,388 | $317,666.5 | $329,095.41 | $11,428.91 | 3.6% |
David Vollmer PFS Partners, LLC | 341 | $29,420.38 | $33,038.88 | $3,618.5 | 12.3% |
Benj Foor Frazier Financial Advisors, LLC | 202 | $19,531.52 | $19,555.62 | $24.1 | 0.12% |
Angela Kelley HTLF Bank | 53,018 | $5.09M | $5.16M | $70,249.16 | 1.38% |