| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 11,942 | $1.65M | $2M | $341,914.08 | 20.68% |
Mathieu Cornu Pictet Asset Management Holding SA | 185,526 | $25.67M | $32.33M | $6.66M | 25.95% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 17 | $2,373.71 | $2,970.75 | $597.04 | 25.15% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 27,311 | $3.75M | $4.74M | $995,630.89 | 26.58% |
NICOLE MARTIN Arlington Trust Co LLC | 5 | $631.39 | $866.67 | $235.28 | 37.26% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 7,674 | $1.02M | $1.34M | $315,576.65 | 30.83% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 11,205 | $1.42M | $1.95M | $526,041.84 | 36.92% |
Syon Capital LLC SYON CAPITAL LLC | 10,971 | $1.43M | $1.89M | $461,648.96 | 32.23% |
Kevin Bresler TD Waterhouse Canada Inc. | 866 | $132,280.98 | $150,926.48 | $18,645.5 | 14.1% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 490 | $66,502.81 | $85,995 | $19,492.19 | 29.31% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,656 | $209,181.82 | $287,282.88 | $78,101.06 | 37.34% |
| AK Alisha Kamadia United Community Bank | 2,218 | $286,476.04 | $381,839.79 | $95,363.75 | 33.29% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,729 | $896,389.71 | $1.17M | $276,340.41 | 30.83% |
Robert Shea NEOS Investment Management LLC | 322,342 | $42.25M | $55.44M | $13.2M | 31.24% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 4,809 | $631,860.53 | $838,040.38 | $206,179.85 | 32.63% |
Amir Har-El Savvy Advisors, Inc. | 2,609 | $325,418.74 | $452,948.49 | $127,529.75 | 39.19% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,826 | $232,542.82 | $316,381.89 | $83,839.07 | 36.05% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,727 | $409,890.18 | $475,261.56 | $65,371.38 | 15.95% |
Taylor Wagner Valued Wealth Advisors LLC | 64 | $8,299.78 | $11,116.8 | $2,817.02 | 33.94% |
Darin Sadow Freestone Grove Partners LP | 2,109 | $266,324.52 | $364,646.1 | $98,321.58 | 36.92% |