| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 5,037 | $423,709.31 | $481,184.61 | $57,475.3 | 13.56% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 52,401 | $3.65M | $5M | $1.34M | 36.81% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 6,552 | $607,957.97 | $629,450.64 | $21,492.67 | 3.54% |
JOHN TERRILL Peoples Bank/KS | 2,150 | $207,518 | $204,701.5 | -$2,816.5 | -1.36% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 7,389 | $659,542.04 | $704,615.04 | $45,073 | 6.83% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,419 | $232,142.11 | $231,087.07 | -$1,055.04 | -0.45% |
| KS Kristi Shields ROGCO, LP | 10,297 | $671,144.52 | $983,672.41 | $312,527.89 | 46.57% |
Michael Grossman AdviceOne Advisory Services, LLC | 4,900 | $406,692.59 | $467,680.5 | $60,987.91 | 15% |
Syon Capital LLC SYON CAPITAL LLC | 10,518 | $889,425.88 | $1M | $113,570.6 | 12.77% |
Kevin Bresler TD Waterhouse Canada Inc. | 82,588 | $6.79M | $7.88M | $1.09M | 16.07% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,444 | $436,979.45 | $519,139.84 | $82,160.39 | 18.8% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,620 | $236,926.81 | $250,393.4 | $13,466.59 | 5.68% |
| AK Alisha Kamadia United Community Bank | 3,101 | $206,876.07 | $295,711.36 | $88,835.29 | 42.94% |
Mark Romin Lakeshore Financial Planning, Inc. | 8,334 | $562,794.95 | $796,688.73 | $233,893.78 | 41.56% |
Courtney Haddad Concurrent Investment Advisors, LLC | 109,229 | $8.84M | $10.42M | $1.57M | 17.81% |
Robert Shea NEOS Investment Management LLC | 160,165 | $13.71M | $15.27M | $1.56M | 11.4% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 2,814 | $254,055.91 | $268,821.42 | $14,765.51 | 5.81% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 26,024 | $1.86M | $2.49M | $627,664.05 | 33.74% |
James Rankin Modern Wealth Management, LLC | 22,409 | $1.98M | $2.14M | $160,063.21 | 8.1% |
KKM Financial LLC KKM Financial LLC | 3,001 | $210,430 | $286,685.53 | $76,255.53 | 36.24% |