| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 187,233 | $19.9M | $23.51M | $3.61M | 18.16% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 41 | $3,967.78 | $5,149.19 | $1,181.41 | 29.78% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 33,903 | $3.89M | $4.26M | $368,569.6 | 9.48% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 19,549 | $2.18M | $2.6M | $425,777.16 | 19.55% |
NICOLE MARTIN Arlington Trust Co LLC | 1,508 | $142,691.13 | $189,389.72 | $46,698.59 | 32.73% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,992 | $685,064.31 | $626,945.28 | -$58,119.03 | -8.48% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,227 | $465,279.63 | $411,216.61 | -$54,063.02 | -11.62% |
Syon Capital LLC SYON CAPITAL LLC | 2,507 | $327,439.27 | $352,885.29 | $25,446.02 | 7.77% |
Kevin Bresler TD Waterhouse Canada Inc. | 24,424 | $3.01M | $3.07M | $61,312.44 | 2.04% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,642 | $368,756.31 | $331,808.78 | -$36,947.53 | -10.02% |
JAMES EDWARDS Maestria Partners LLC | 198,967 | $31.09M | $26.5M | -$4.58M | -14.75% |
Courtney Haddad Concurrent Investment Advisors, LLC | 30,106 | $3.8M | $3.78M | -$23,648.61 | -0.62% |
Robert Shea NEOS Investment Management LLC | 75,028 | $10.85M | $9.91M | -$945,846.52 | -8.72% |
Savoie Capital LLC Savoie Capital LLC | 1,500 | $247,740 | $188,385 | -$59,355 | -23.96% |
Charles Corkery PUREfi Wealth, LLC | 7,341 | $959,719.71 | $921,956.19 | -$37,763.52 | -3.93% |
Amir Har-El Savvy Advisors, Inc. | 2,533 | $334,453.92 | $318,119.47 | -$16,334.45 | -4.88% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,711 | $484,254.17 | $466,064.49 | -$18,189.68 | -3.76% |
United Advisor Group LLC United Advisor Group, LLC | 3,509 | $424,261.9 | $440,695.31 | $16,433.41 | 3.87% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,783 | $329,695.71 | $349,516.97 | $19,821.26 | 6.01% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 44 | $5,775.13 | $5,525.96 | -$249.17 | -4.31% |