| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 16,266 | $404,047.61 | $384,121.59 | -$19,926.02 | -4.93% |
NICOLE MARTIN Arlington Trust Co LLC | 1,661 | $44,608.66 | $39,091.63 | -$5,517.03 | -12.37% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 220,965 | $4.13M | $5.17M | $1.04M | 25.27% |
JOHN TERRILL Peoples Bank/KS | 21,420 | $368,039.24 | $501,763.5 | $133,724.26 | 36.33% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 13,167 | $329,478.94 | $311,202.04 | -$18,276.9 | -5.55% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 37,009 | $730,776.88 | $873,412.4 | $142,635.52 | 19.52% |
| KS Kristi Shields ROGCO, LP | 398 | $7,004.81 | $9,476.38 | $2,471.57 | 35.28% |
Stacey Cheek Wheelhouse Advisory Group LLC | 18,658 | $330,680.7 | $442,383.05 | $111,702.35 | 33.78% |
Syon Capital LLC SYON CAPITAL LLC | 59,029 | $1.45M | $1.4M | -$50,190.24 | -3.47% |
Florian Peters denkapparat Operations GmbH | 19,236 | $557,652 | $454,258.14 | -$103,393.86 | -18.54% |
Kevin Bresler TD Waterhouse Canada Inc. | 1.51M | $39.45M | $35.45M | -$4M | -10.15% |
| MC Megan Claucherty Kodai Capital Management LP | 3.13M | $54.79M | $73.72M | $18.93M | 34.55% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 536 | $8,050.83 | $12,668.36 | $4,617.53 | 57.35% |
Brian Glenn Premier Path Wealth Partners, LLC | 56,201 | $995,981.79 | $1.32M | $320,807.64 | 32.21% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 9,343 | $228,249 | $219,560.5 | -$8,688.5 | -3.81% |
| AK Alisha Kamadia United Community Bank | 86,120 | $2.39M | $2.03M | -$362,354.14 | -15.15% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 23,980 | $596,749.49 | $565,928 | -$30,821.49 | -5.16% |
Mark Romin Lakeshore Financial Planning, Inc. | 14,076 | $343,452 | $330,152.58 | -$13,299.42 | -3.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 399,881 | $9.27M | $9.37M | $95,285.78 | 1.03% |
Robert Shea NEOS Investment Management LLC | 1.15M | $27.33M | $27.05M | -$278,440.83 | -1.02% |