| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Kleine Park Capital Management, LLC / WI | 217 | $245,487 | $234,199.42 | -$11,287.58 | -4.6% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 946 | $854,939.72 | $1.02M | $166,040.25 | 19.42% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 238 | $269,627 | $256,863.88 | -$12,763.12 | -4.73% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 195 | $135,807.1 | $226,527.61 | $90,720.51 | 66.8% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 10,348 | $9.77M | $11.17M | $1.39M | 14.26% |
| KS Kristi Shields ROGCO, LP | 536 | $478,786 | $578,483.37 | $99,697.37 | 20.82% |
Syon Capital LLC SYON CAPITAL LLC | 1,617 | $1.08M | $1.87M | $786,892.74 | 72.94% |
Kevin Bresler TD Waterhouse Canada Inc. | 6,432 | $5.05M | $6.94M | $1.89M | 37.5% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,068 | $708,272.71 | $1.15M | $444,376.98 | 62.74% |
| AK Alisha Kamadia United Community Bank | 278 | $192,720.16 | $313,945.4 | $121,225.24 | 62.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,986 | $14.83M | $20.49M | $5.66M | 38.14% |
Robert Shea NEOS Investment Management LLC | 9,793 | $7.69M | $11.14M | $3.45M | 44.94% |
James Rankin Modern Wealth Management, LLC | 301 | $226,398.44 | $347,302.82 | $120,904.38 | 53.4% |
Joseph C. Gissy Tactive Advisors, LLC | 288 | $233,084 | $310,826.88 | $77,742.88 | 33.35% |
David Vollmer PFS Partners, LLC | 126 | $119,294.76 | $135,986.76 | $16,692 | 13.99% |
Benj Foor Frazier Financial Advisors, LLC | 56 | $45,722 | $65,054.08 | $19,332.08 | 42.28% |
Angela Kelley HTLF Bank | 1,245 | $720,219.04 | $1.34M | $623,459.67 | 86.57% |
Amir Har-El Savvy Advisors, Inc. | 674 | $538,145.28 | $727,421.25 | $189,275.97 | 35.17% |
Jeff Ramsey Quotient Wealth Partners, LLC | 390 | $303,395.64 | $420,911.4 | $117,515.76 | 38.73% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 33 | $26,818.49 | $35,615.58 | $8,797.09 | 32.8% |