| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 24,095 | $1.09M | $1.07M | -$23,915.51 | -2.19% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 113,802 | $4.65M | $5.05M | $395,406.86 | 8.5% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 13,590 | $573,151.3 | $602,716.5 | $29,565.2 | 5.16% |
JOHN TERRILL Peoples Bank/KS | 13,425 | $467,550.95 | $595,398.75 | $127,847.8 | 27.34% |
Syon Capital LLC SYON CAPITAL LLC | 78,322 | $3.35M | $3.47M | $119,711.25 | 3.57% |
Kevin Bresler TD Waterhouse Canada Inc. | 74,048 | $3.22M | $3.28M | $59,069.31 | 1.83% |
Brian Glenn Premier Path Wealth Partners, LLC | 42,222 | $1.44M | $1.87M | $427,824.97 | 29.61% |
| AK Alisha Kamadia United Community Bank | 1,550 | $65,881.69 | $67,952 | $2,070.31 | 3.14% |
Courtney Haddad Concurrent Investment Advisors, LLC | 372,588 | $15.12M | $16.52M | $1.4M | 9.27% |
Mark Petersen Prosperitas Financial LLC | 4,727 | $216,922 | $208,082.54 | -$8,839.46 | -4.07% |
Teresa Douberly Burford Brothers, Inc. | 16,578 | $538,830.31 | $735,234.3 | $196,403.99 | 36.45% |
Charles Corkery PUREfi Wealth, LLC | 11,900 | $494,808 | $527,765 | $32,957 | 6.66% |
James Rankin Modern Wealth Management, LLC | 396,866 | $16.67M | $17.59M | $911,452.76 | 5.47% |
KKM Financial LLC KKM Financial LLC | 29,947 | $1.28M | $1.33M | $43,681.22 | 3.4% |
David Vollmer PFS Partners, LLC | 135 | $4,510.44 | $5,987.25 | $1,476.81 | 32.74% |
Angela Kelley HTLF Bank | 137,172 | $4.35M | $6.08M | $1.73M | 39.72% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 25,236 | $1.16M | $1.12M | -$38,875.75 | -3.36% |
Amir Har-El Savvy Advisors, Inc. | 10,472 | $480,563 | $464,433.2 | -$16,129.8 | -3.36% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 91 | $4,175.12 | $4,035.85 | -$139.27 | -3.34% |
Owen McCabe Tyche Wealth Partners LLC | 18,100 | $610,494.35 | $790,246 | $179,751.65 | 29.44% |