| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley Harsch Strategic Advocates LLC | 4,817 | $196,880.7 | $202,988.38 | $6,107.68 | 3.1% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,000 | $45,890 | $42,120 | -$3,770 | -8.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 158,388 | $6.82M | $6.61M | -$212,610.95 | -3.12% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 176,015 | $7.51M | $7.34M | -$165,708.52 | -2.21% |
Dina Fliss Global View Capital Management LLC | 32,944 | $1.47M | $1.39M | -$84,343.19 | -5.73% |
Kevin Orr Centennial Bank/AR/ | 25,526 | $973,013.98 | $1.08M | $102,779.29 | 10.56% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,843 | $267,462.9 | $243,477.81 | -$23,985.09 | -8.97% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,500 | $102,075 | $105,362.5 | $3,287.5 | 3.22% |
Jae Cho Marex Group plc | 24,095 | $1.09M | $1M | -$86,682.99 | -7.94% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 113,802 | $4.65M | $4.73M | $81,882.35 | 1.76% |
JOHN TERRILL Peoples Bank/KS | 13,369 | $465,777.71 | $556,417.78 | $90,640.07 | 19.46% |
Syon Capital LLC SYON CAPITAL LLC | 78,322 | $3.35M | $3.27M | -$83,142.73 | -2.48% |
Kevin Bresler TD Waterhouse Canada Inc. | 74,048 | $3.22M | $3.13M | -$99,393.41 | -3.08% |
Brian Glenn Premier Path Wealth Partners, LLC | 40,125 | $1.38M | $1.69M | $316,430.69 | 22.98% |
| AK Alisha Kamadia United Community Bank | 1,550 | $65,881.69 | $65,239.5 | -$642.19 | -0.97% |
Courtney Haddad Concurrent Investment Advisors, LLC | 424,299 | $17.47M | $17.91M | $442,646.29 | 2.53% |
Mark Petersen Prosperitas Financial LLC | 4,727 | $216,922 | $196,926.82 | -$19,995.18 | -9.22% |
Teresa Douberly Burford Brothers, Inc. | 16,578 | $538,830.31 | $696,939.12 | $158,108.81 | 29.34% |
Charles Corkery PUREfi Wealth, LLC | 11,900 | $494,808 | $501,049.5 | $6,241.5 | 1.26% |
James Rankin Modern Wealth Management, LLC | 396,866 | $16.67M | $16.55M | -$122,383.17 | -0.73% |