| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 31,172 | $410,223.49 | $465,865.54 | $55,642.05 | 13.56% |
Chad Tobin Slagle Financial, LLC | 182,294 | $2.05M | $2.73M | $680,902.32 | 33.28% |
Tony Macafee UniSuper Management Pty Ltd | 48,363 | $600,152.14 | $722,543.22 | $122,391.08 | 20.39% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 7,280 | $91,025.1 | $108,836 | $17,810.9 | 19.57% |
Christopher C. Powers Farther Finance Advisors, LLC | 59,641 | $890,029.9 | $892,229.36 | $2,199.46 | 0.25% |
Mathieu Cornu Pictet Asset Management Holding SA | 186,093 | $3.13M | $2.79M | -$346,560.99 | -11.06% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 74 | $1,023.36 | $1,106.3 | $82.94 | 8.1% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 15,480 | $213,022.75 | $231,503.4 | $18,480.65 | 8.68% |
Erin Colleen Ross Birnam Oak Advisors, LP | 1.23M | $17.98M | $18.33M | $343,467.01 | 1.91% |
Jae Cho Marex Group plc | 78,727 | $1.15M | $1.18M | $23,224.28 | 2.01% |
NICOLE MARTIN Arlington Trust Co LLC | 222 | $3,128 | $3,316.68 | $188.68 | 6.03% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 161,360 | $2.24M | $2.41M | $172,271.7 | 7.69% |
Syon Capital LLC SYON CAPITAL LLC | 12,221 | $179,155 | $182,765.05 | $3,610.05 | 2.02% |
Kevin Bresler TD Waterhouse Canada Inc. | 233,600 | $3.1M | $3.5M | $400,872.66 | 12.95% |
Robert Shea NEOS Investment Management LLC | 124,046 | $1.79M | $1.85M | $61,148.64 | 3.41% |
James Rankin Modern Wealth Management, LLC | 11,063 | $162,183 | $165,336.53 | $3,153.53 | 1.94% |
Amir Har-El Savvy Advisors, Inc. | 11,371 | $166,703 | $169,996.45 | $3,293.45 | 1.98% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 119 | $1,745 | $1,777.86 | $32.86 | 1.88% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 144 | $2,781.3 | $2,152.08 | -$629.22 | -22.62% |
Taylor Wagner Valued Wealth Advisors LLC | 12 | $154.43 | $179.4 | $24.97 | 16.17% |