| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 45,772 | $2.97M | $3.01M | $41,449.03 | 1.39% |
Courtney Holt Compound Planning, Inc. | 22,337 | $1.46M | $1.45M | -$12,173.53 | -0.83% |
Nemes Rush Group LLC Nemes Rush Group LLC | 121 | $7,913 | $7,869.23 | -$43.77 | -0.55% |
John Derrick Eldred Rock Partners, LLC | 184,221 | $11.66M | $12.15M | $491,623.55 | 4.22% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,251 | $242,667.19 | $275,953.66 | $33,286.47 | 13.72% |
Thomas Dobbins New Republic Capital, LLC | 5,460 | $357,083.89 | $359,868.6 | $2,784.71 | 0.78% |
Norden Group LLC NORDEN GROUP LLC | 34,916 | $2.28M | $2.3M | $22,220.11 | 0.98% |
Denise Reinert CGC Financial Services, LLC | 159 | $10,399 | $10,478.1 | $79.1 | 0.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 83,846 | $5.35M | $5.42M | $73,751.51 | 1.38% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 58,181 | $3.81M | $3.78M | -$28,799.6 | -0.76% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 160,400 | $9.64M | $10.57M | $923,904 | 9.58% |
| KH Kathleen Hartung Borer Denton & Associates, Inc. | 4,696 | $306,510.81 | $304,535.6 | -$1,975.21 | -0.64% |
Dina Fliss Global View Capital Management LLC | 7,056 | $461,462.66 | $464,849.28 | $3,386.62 | 0.73% |
Kevin Orr Centennial Bank/AR/ | 27 | $1,519 | $1,779.3 | $260.3 | 17.14% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 154,017 | $9.9M | $9.99M | $87,838.81 | 0.89% |
NICOLE MARTIN Arlington Trust Co LLC | 70 | $3,988 | $4,617.9 | $629.9 | 15.79% |
Chris Kleine Park Capital Management, LLC / WI | 3,733 | $226,705 | $246,527.32 | $19,822.32 | 8.74% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 38,745 | $2.53M | $2.51M | -$28,870.23 | -1.14% |
JOHN TERRILL Peoples Bank/KS | 9,860 | $644,844.38 | $638,582.9 | -$6,261.48 | -0.97% |
Syon Capital LLC SYON CAPITAL LLC | 13,024 | $851,769.46 | $846,950.72 | -$4,818.74 | -0.57% |