| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 138,450 | $11.03M | $16.33M | $5.3M | 48.03% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 12,810 | $1.51M | $1.51M | $2,414.39 | 0.16% |
JOHN TERRILL Peoples Bank/KS | 16,300 | $872,230.51 | $1.93M | $1.05M | 120.84% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 11,554 | $934,639.75 | $1.37M | $437,166.67 | 46.77% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 349,184 | $19.38M | $41.45M | $22.07M | 113.88% |
| KS Kristi Shields ROGCO, LP | 9,007 | $775,195.32 | $1.07M | $294,476 | 37.99% |
Stacey Cheek Wheelhouse Advisory Group LLC | 5,853 | $397,251.29 | $695,766.01 | $298,514.72 | 75.15% |
Michael Grossman AdviceOne Advisory Services, LLC | 2,853 | $257,768.51 | $338,922.13 | $81,153.62 | 31.48% |
Syon Capital LLC SYON CAPITAL LLC | 86,726 | $5.87M | $10.31M | $4.44M | 75.72% |
Kevin Bresler TD Waterhouse Canada Inc. | 1.11M | $80.66M | $130.67M | $50.01M | 62% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 50 | $4,374.6 | $5,916 | $1,541.4 | 35.24% |
Melissa S. Kampmann Kampmann Melissa S. | 45,836 | $4.02M | $5.45M | $1.42M | 35.32% |
Brian Glenn Premier Path Wealth Partners, LLC | 38,701 | $2.99M | $4.59M | $1.61M | 53.84% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,983 | $426,998.39 | $587,346.21 | $160,347.82 | 37.55% |
| AK Alisha Kamadia United Community Bank | 13,590 | $1.04M | $1.61M | $570,668.53 | 54.7% |
Mark Romin Lakeshore Financial Planning, Inc. | 3,051 | $258,754.9 | $360,551.92 | $101,797.02 | 39.34% |
Courtney Haddad Concurrent Investment Advisors, LLC | 638,924 | $55.56M | $75.31M | $19.75M | 35.54% |
Mark Petersen Prosperitas Financial LLC | 3,848 | $262,733.08 | $454,391.08 | $191,658 | 72.95% |
Robert Shea NEOS Investment Management LLC | 3.57M | $420.16M | $424.85M | $4.69M | 1.12% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 6,619 | $357,642.06 | $779,982.96 | $422,340.9 | 118.09% |