| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 89,972 | $28.93M | $32.44M | $3.51M | 12.12% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 18 | $5,858.02 | $6,489.9 | $631.88 | 10.79% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,169 | $2.04M | $2.22M | $187,326.96 | 9.2% |
NICOLE MARTIN Arlington Trust Co LLC | 36 | $11,653.17 | $12,979.8 | $1,326.63 | 11.38% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,433 | $466,836.86 | $516,668.14 | $49,831.28 | 10.67% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,629 | $575,086.26 | $583,524.07 | $8,437.81 | 1.47% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 748 | $241,439.7 | $269,691.39 | $28,251.69 | 11.7% |
Syon Capital LLC SYON CAPITAL LLC | 4,441 | $1.48M | $1.58M | $100,158.94 | 6.77% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,718 | $2.87M | $3.14M | $275,881.25 | 9.62% |
Melissa S. Kampmann Kampmann Melissa S. | 3,900 | $1.56M | $1.41M | -$150,305.98 | -9.66% |
Brian Glenn Premier Path Wealth Partners, LLC | 745 | $240,471 | $268,609.74 | $28,138.74 | 11.7% |
| AK Alisha Kamadia United Community Bank | 408 | $135,106.19 | $143,762.88 | $8,656.69 | 6.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,113 | $1.82M | $1.84M | $20,292.3 | 1.11% |
Robert Shea NEOS Investment Management LLC | 34,465 | $12.17M | $12.29M | $111,153.75 | 0.91% |
James Rankin Modern Wealth Management, LLC | 4,497 | $1.47M | $1.6M | $134,752.05 | 9.2% |
David Vollmer PFS Partners, LLC | 15 | $4,509 | $5,408.25 | $899.25 | 19.94% |
Benj Foor Frazier Financial Advisors, LLC | 81 | $24,362.11 | $29,015.01 | $4,652.9 | 19.1% |
Amir Har-El Savvy Advisors, Inc. | 1,015 | $358,772.14 | $365,958.24 | $7,186.1 | 2% |
Ann Keitner Quantum Portfolio Management LLC | 792 | $273,293.38 | $281,817.35 | $8,523.97 | 3.12% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 665 | $195,230.69 | $239,765.74 | $44,535.05 | 22.81% |