| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 181,045 | $25.03M | $27.43M | $2.4M | 9.59% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 17 | $2,373.71 | $2,575.84 | $202.13 | 8.52% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 25,352 | $3.47M | $3.84M | $375,290.47 | 10.83% |
NICOLE MARTIN Arlington Trust Co LLC | 212 | $26,897.61 | $32,122.24 | $5,224.63 | 19.42% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 7,674 | $1.02M | $1.16M | $139,074.65 | 13.59% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 11,205 | $1.42M | $2.07M | $644,740.89 | 45.25% |
Syon Capital LLC SYON CAPITAL LLC | 10,971 | $1.43M | $2.02M | $586,870.84 | 40.97% |
Kevin Bresler TD Waterhouse Canada Inc. | 866 | $132,280.98 | $131,216.32 | -$1,064.66 | -0.8% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 490 | $66,502.81 | $74,244.8 | $7,741.99 | 11.64% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,666 | $210,445 | $252,432.32 | $41,987.32 | 19.95% |
| AK Alisha Kamadia United Community Bank | 2,218 | $286,476.04 | $399,450.71 | $112,974.67 | 39.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,578 | $874,781.94 | $996,698.56 | $121,916.62 | 13.94% |
Robert Shea NEOS Investment Management LLC | 322,342 | $42.25M | $59.54M | $17.29M | 40.92% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 6,755 | $889,394.25 | $1.02M | $134,123.35 | 15.08% |
Amir Har-El Savvy Advisors, Inc. | 4,097 | $506,091.55 | $620,777.44 | $114,685.89 | 22.66% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,708 | $215,659 | $258,796.16 | $43,137.16 | 20% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,607 | $229,962 | $243,492.64 | $13,530.64 | 5.88% |
Taylor Wagner Valued Wealth Advisors LLC | 64 | $8,299.78 | $9,697.28 | $1,397.5 | 16.84% |
Darin Sadow Freestone Grove Partners LP | 2,109 | $266,324.52 | $388,182.54 | $121,858.02 | 45.76% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,144 | $273,586.87 | $394,624.64 | $121,037.77 | 44.24% |