| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 5,747 | $738,232.86 | $999,978 | $261,745.14 | 35.46% |
Mathieu Cornu Pictet Asset Management Holding SA | 4.49M | $534.08M | $788.98M | $254.89M | 47.73% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 23 | $3,150.08 | $3,978.31 | $828.23 | 26.29% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 49,576 | $6.23M | $8.71M | $2.48M | 39.75% |
Jae Cho Marex Group plc | 2,752 | $313,672.8 | $484,792.32 | $171,119.52 | 54.55% |
NICOLE MARTIN Arlington Trust Co LLC | 6 | $684 | $1,035.84 | $351.84 | 51.44% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 13,534 | $1.95M | $2.38M | $425,918.85 | 21.79% |
Matthew J. Syverson Sound Stewardship, LLC | 2,570 | $343,015.57 | $446,563.2 | $103,547.63 | 30.19% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,976 | $272,743.18 | $343,171.92 | $70,428.74 | 25.82% |
Syon Capital LLC SYON CAPITAL LLC | 5,976 | $798,628.3 | $1.05M | $249,920.66 | 31.29% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,987 | $572,940.82 | $862,601.39 | $289,660.57 | 50.56% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,240 | $209,969 | $215,760 | $5,791 | 2.76% |
| AK Alisha Kamadia United Community Bank | 4 | $513 | $691.48 | $178.48 | 34.79% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,805 | $482,293.93 | $658,150.85 | $175,856.92 | 36.46% |
Robert Shea NEOS Investment Management LLC | 46,201 | $5.95M | $7.98M | $2.02M | 33.97% |
RENEE PILKENTON Exchange Bank | 3,404 | $409,743.95 | $599,818.84 | $190,074.89 | 46.39% |
James Rankin Modern Wealth Management, LLC | 2,578 | $305,535.97 | $454,707.64 | $149,171.67 | 48.82% |
Benj Foor Frazier Financial Advisors, LLC | 59 | $8,208 | $10,194.9 | $1,986.9 | 24.21% |
Joseph Morrison Sentry LLC | 2,246 | $310,711.93 | $395,924.88 | $85,212.95 | 27.43% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 440 | $69,143.76 | $75,937.4 | $6,793.64 | 9.83% |