| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 3,836 | $1.29M | $1.5M | $212,282.84 | 16.48% |
JOHN TERRILL Peoples Bank/KS | 1,576 | $586,464.2 | $624,071.41 | $37,607.21 | 6.41% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 8,709 | $3.82M | $3.38M | -$439,617.91 | -11.5% |
MICHAEL DE LUZ Williams & Novak, LLC | 656 | $275,914 | $254,711.68 | -$21,202.32 | -7.68% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 89,708 | $22.22M | $34.83M | $12.61M | 56.77% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 20,806 | $6.17M | $8.08M | $1.9M | 30.84% |
| KS Kristi Shields ROGCO, LP | 2,812 | $794,598.21 | $1.09M | $297,245.15 | 37.41% |
Stacey Cheek Wheelhouse Advisory Group LLC | 4,312 | $1.3M | $1.67M | $371,561.57 | 28.52% |
Michael Grossman AdviceOne Advisory Services, LLC | 18,256 | $7.25M | $7.09M | -$160,618.9 | -2.22% |
Daniel Dorval DORVAL Corp | 965 | $370,165.52 | $374,690.2 | $4,524.68 | 1.22% |
Syon Capital LLC SYON CAPITAL LLC | 26,314 | $9.49M | $10.22M | $736,673.53 | 7.77% |
Kevin Bresler TD Waterhouse Canada Inc. | 163,810 | $57.75M | $63.48M | $5.74M | 9.94% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 205 | $36,037.36 | $79,597.4 | $43,560.04 | 120.87% |
Brian Glenn Premier Path Wealth Partners, LLC | 19,403 | $5.61M | $7.54M | $1.93M | 34.39% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 508 | $223,501.25 | $193,903.6 | -$29,597.65 | -13.24% |
| AK Alisha Kamadia United Community Bank | 1,089 | $331,458.47 | $423,076.5 | $91,618.03 | 27.64% |
Mark Romin Lakeshore Financial Planning, Inc. | 626 | $278,395 | $244,377.94 | -$34,017.06 | -12.22% |
Courtney Haddad Concurrent Investment Advisors, LLC | 82,147 | $25.38M | $31.91M | $6.53M | 25.72% |
Mark Petersen Prosperitas Financial LLC | 2,963 | $811,615.04 | $1.15M | $338,858.6 | 41.75% |
Robert Shea NEOS Investment Management LLC | 1.4M | $516.12M | $543.78M | $27.66M | 5.36% |