| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JOHN TERRILL Peoples Bank/KS | 1,734 | $203,364 | $201,300.05 | -$2,063.95 | -1.01% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 10,542 | $1.01M | $1.22M | $216,384.96 | 21.48% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,766 | $177,670.36 | $205,014.93 | $27,344.57 | 15.39% |
Brian Glenn Premier Path Wealth Partners, LLC | 84,437 | $7.78M | $9.8M | $2.02M | 25.94% |
| AK Alisha Kamadia United Community Bank | 980 | $82,149.46 | $115,532.2 | $33,382.74 | 40.64% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,840 | $220,703.27 | $213,605.59 | -$7,097.68 | -3.22% |
Courtney Haddad Concurrent Investment Advisors, LLC | 115,549 | $11.46M | $13.41M | $1.95M | 17.02% |
Teresa Douberly Burford Brothers, Inc. | 5,604 | $521,944.31 | $650,568.34 | $128,624.03 | 24.64% |
James Rankin Modern Wealth Management, LLC | 6,737 | $801,015.06 | $796,313.4 | -$4,701.66 | -0.59% |
Benj Foor Frazier Financial Advisors, LLC | 644 | $57,976.11 | $77,157.64 | $19,181.53 | 33.09% |
Lydia Gallas Harbour Trust & Investment Management Co | 60,155 | $5.48M | $6.98M | $1.5M | 27.32% |
Amir Har-El Savvy Advisors, Inc. | 62,821 | $7.5M | $7.29M | -$208,559.19 | -2.78% |
Owen McCabe Tyche Wealth Partners LLC | 4,417 | $422,203.98 | $512,769.51 | $90,565.53 | 21.45% |
United Advisor Group LLC United Advisor Group, LLC | 2,901 | $305,613.59 | $336,777.08 | $31,163.49 | 10.2% |
Jonathon Gold Gold Investment Management Ltd. | 350 | $34,560.75 | $40,631.5 | $6,070.75 | 17.57% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,354 | $473,127.41 | $505,455.84 | $32,328.43 | 6.83% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 1,958 | $217,310.71 | $227,304.21 | $9,993.5 | 4.6% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 28,654 | $2.58M | $3.43M | $853,755.65 | 33.15% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,808 | $212,042 | $209,890.71 | -$2,151.29 | -1.01% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,483 | $269,077.52 | $293,490.6 | $24,413.08 | 9.07% |