| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 274 | $25,840.26 | $28,835.76 | $2,995.5 | 11.59% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 2,455 | $230,703.75 | $270,197.3 | $39,493.55 | 17.12% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 36,912 | $2.97M | $3.88M | $917,583.04 | 30.93% |
JOHN TERRILL Peoples Bank/KS | 4,331 | $300,569.02 | $455,794.44 | $155,225.42 | 51.64% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 25,565 | $2.09M | $2.75M | $664,033.23 | 31.83% |
Syon Capital LLC SYON CAPITAL LLC | 9,146 | $879,987.45 | $1.02M | $136,041.65 | 15.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,634 | $1.56M | $1.65M | $83,016.61 | 5.31% |
Brian Glenn Premier Path Wealth Partners, LLC | 11,613 | $912,731.42 | $1.22M | $309,420.7 | 33.9% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 248,860 | $23.01M | $26.19M | $3.18M | 13.84% |
| AK Alisha Kamadia United Community Bank | 11,155 | $686,247.08 | $1.23M | $541,472.22 | 78.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 42,585 | $3.73M | $4.48M | $749,898.34 | 20.1% |
Mark Petersen Prosperitas Financial LLC | 3,530 | $231,103.68 | $394,230.4 | $163,126.72 | 70.59% |
Robert Shea NEOS Investment Management LLC | 272,235 | $23.09M | $29.4M | $6.31M | 27.32% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 24,060 | $1.77M | $2.53M | $760,813.31 | 42.95% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 145,478 | $8.63M | $15.31M | $6.68M | 77.42% |
James Rankin Modern Wealth Management, LLC | 8,810 | $695,871.32 | $978,702.86 | $282,831.54 | 40.64% |
Joseph C. Gissy Tactive Advisors, LLC | 7,858 | $683,503.49 | $826,975.92 | $143,472.43 | 20.99% |
Benj Foor Frazier Financial Advisors, LLC | 342 | $30,315.59 | $36,795.78 | $6,480.19 | 21.38% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 19,156 | $1.77M | $2.02M | $248,453.44 | 14.06% |
Angela Kelley HTLF Bank | 2,874 | $212,705 | $302,459.76 | $89,754.76 | 42.2% |