| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 8,081 | $648,043.92 | $667,571.41 | $19,527.49 | 3.01% |
Kristy DeJarnette Financial Security Advisor, Inc. | 3,510 | $178,362.44 | $295,893 | $117,530.56 | 65.89% |
NICOLE MARTIN Arlington Trust Co LLC | 631 | $50,234 | $52,631.71 | $2,397.71 | 4.77% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 11,234 | $789,075.84 | $931,073.92 | $141,998.08 | 18% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 62,339 | $5.23M | $5.16M | -$70,554.15 | -1.35% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 30,400 | $1.58M | $2.52M | $933,969.25 | 59.05% |
JOHN TERRILL Peoples Bank/KS | 24,083 | $1.19M | $1.99M | $808,734.12 | 68.23% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 29,954 | $2.17M | $2.5M | $339,305.58 | 15.67% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 174,833 | $10.51M | $14.57M | $4.06M | 38.61% |
| KS Kristi Shields ROGCO, LP | 1,357 | $55,446.84 | $114,340.82 | $58,893.98 | 106.22% |
Syon Capital LLC SYON CAPITAL LLC | 38,250 | $2.38M | $3.14M | $758,431.33 | 31.8% |
Kevin Bresler TD Waterhouse Canada Inc. | 209,307 | $15.89M | $17.32M | $1.43M | 9.03% |
| MC Megan Claucherty Kodai Capital Management LP | 234,311 | $16.76M | $19.67M | $2.91M | 17.38% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 2,036 | $83,191 | $171,543.18 | $88,352.18 | 106.2% |
Brian Glenn Premier Path Wealth Partners, LLC | 28,987 | $1.66M | $2.41M | $757,142.02 | 45.67% |
| AK Alisha Kamadia United Community Bank | 1,998 | $132,932.3 | $166,383.45 | $33,451.15 | 25.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 109,486 | $8.94M | $9.06M | $124,705.56 | 1.4% |
Robert Shea NEOS Investment Management LLC | 507,034 | $36.88M | $42.41M | $5.53M | 15% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,535 | $131,122.27 | $213,801.9 | $82,679.63 | 63.06% |
Mark Weber DecisionMap Wealth Management, LLC | 4,411 | $366,831.23 | $370,259.34 | $3,428.11 | 0.93% |