| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Able Financial Group LLC ABLE Financial Group, LLC | 66,827 | $3.34M | $3.41M | $76,188.25 | 2.28% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,296 | $507,520.77 | $569,036 | $61,515.23 | 12.12% |
Jeremy Sorci Premier Financial Group | 54 | $2,406.02 | $2,758.59 | $352.57 | 14.65% |
Andrew Halac Talon Private Wealth, LLC | 4,935 | $246,607.08 | $252,104.47 | $5,497.39 | 2.23% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,000 | $49,970 | $51,010 | $1,040 | 2.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 59,675 | $2.84M | $2.96M | $119,564.24 | 4.2% |
Dina Fliss Global View Capital Management LLC | 9,825 | $490,955.22 | $503,629.5 | $12,674.28 | 2.58% |
Kevin Orr Centennial Bank/AR/ | 20,076 | $910,455.84 | $1.02M | $113,119.02 | 12.42% |
Jae Cho Marex Group plc | 7,154 | $363,637 | $360,740.45 | -$2,896.55 | -0.8% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,919 | $453,353 | $450,543.28 | -$2,809.72 | -0.62% |
JOHN TERRILL Peoples Bank/KS | 16,068 | $688,854.06 | $811,675.02 | $122,820.96 | 17.83% |
Kevin Bresler TD Waterhouse Canada Inc. | 927 | $46,785.68 | $47,202.84 | $417.16 | 0.89% |
Brian Glenn Premier Path Wealth Partners, LLC | 28,066 | $1.24M | $1.43M | $188,774.75 | 15.22% |
| AK Alisha Kamadia United Community Bank | 222 | $8,719.05 | $11,266.5 | $2,547.45 | 29.22% |
Courtney Haddad Concurrent Investment Advisors, LLC | 132,411 | $6.48M | $6.74M | $262,687.02 | 4.05% |
Teresa Douberly Burford Brothers, Inc. | 10,378 | $446,694.62 | $532,962.19 | $86,267.57 | 19.31% |
James Rankin Modern Wealth Management, LLC | 4,833 | $208,013.71 | $243,945.67 | $35,931.96 | 17.27% |
David Vollmer PFS Partners, LLC | 30 | $1,249.47 | $1,524.15 | $274.68 | 21.98% |
Angela Kelley HTLF Bank | 54,976 | $2.54M | $2.81M | $273,882.61 | 10.78% |
Ann Keitner Quantum Portfolio Management LLC | 10 | $508 | $507.5 | -$0.5 | -0.1% |