| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JOHN TERRILL Peoples Bank/KS | 1,734 | $203,364 | $203,519.58 | $155.58 | 0.08% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 126 | $15,045.86 | $14,813.82 | -$232.04 | -1.54% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 10,542 | $1.01M | $1.24M | $231,565.48 | 22.99% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,578 | $155,473.91 | $185,493.9 | $30,019.99 | 19.31% |
Brian Glenn Premier Path Wealth Partners, LLC | 84,437 | $7.78M | $9.93M | $2.14M | 27.55% |
| AK Alisha Kamadia United Community Bank | 980 | $82,149.46 | $115,218.6 | $33,069.14 | 40.25% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,840 | $220,703.27 | $215,813.6 | -$4,889.67 | -2.22% |
Courtney Haddad Concurrent Investment Advisors, LLC | 115,549 | $11.46M | $13.59M | $2.12M | 18.52% |
Teresa Douberly Burford Brothers, Inc. | 5,585 | $519,716 | $656,405.05 | $136,689.05 | 26.3% |
James Rankin Modern Wealth Management, LLC | 4,839 | $578,428.71 | $568,921.23 | -$9,507.48 | -1.64% |
Benj Foor Frazier Financial Advisors, LLC | 644 | $57,976.11 | $75,715.08 | $17,738.97 | 30.6% |
Lydia Gallas Harbour Trust & Investment Management Co | 61,946 | $5.64M | $7.28M | $1.64M | 29.02% |
Amir Har-El Savvy Advisors, Inc. | 62,821 | $7.5M | $7.38M | -$117,468.49 | -1.57% |
Owen McCabe Tyche Wealth Partners LLC | 4,467 | $426,801.98 | $525,185.19 | $98,383.21 | 23.05% |
United Advisor Group LLC United Advisor Group, LLC | 2,899 | $305,379.04 | $340,835.43 | $35,456.39 | 11.61% |
Jonathon Gold Gold Investment Management Ltd. | 350 | $34,560.75 | $41,149.5 | $6,588.75 | 19.06% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 460 | $50,170 | $54,068.4 | $3,898.4 | 7.77% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,354 | $473,127.41 | $511,769.16 | $38,641.75 | 8.17% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 1,995 | $221,403.1 | $234,552.15 | $13,149.05 | 5.94% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 33,261 | $2.99M | $3.91M | $922,340.58 | 30.88% |