| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 74,819 | $22.48M | $24.95M | $2.47M | 10.98% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 5,007 | $1.73M | $1.67M | -$63,076.75 | -3.64% |
Jae Cho Marex Group plc | 1.31M | $433.43M | $443.45M | $10.02M | 2.31% |
Jesse Steele Etesian Wealth Advisors, Inc. | 2,055 | $338,595.45 | $694,949.62 | $356,354.17 | 105.24% |
Kristy DeJarnette Financial Security Advisor, Inc. | 6,073 | $891,119.02 | $2.05M | $1.16M | 129.91% |
Christopher Barr Red Mountain Financial, LLC | 7,851 | $2.54M | $2.65M | $118,444.69 | 4.67% |
NICOLE MARTIN Arlington Trust Co LLC | 5,083 | $820,402.07 | $1.68M | $857,547.06 | 104.53% |
Chris Kleine Park Capital Management, LLC / WI | 2,644 | $725,673.77 | $884,418 | $158,744.23 | 21.88% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 483 | $182,453 | $163,285.39 | -$19,167.61 | -10.51% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 227,394 | $47.34M | $78.14M | $30.8M | 65.06% |
Matthew J. Syverson Sound Stewardship, LLC | 756 | $285,630 | $253,668.24 | -$31,961.76 | -11.19% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 10,167 | $2.42M | $3.5M | $1.08M | 44.74% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 12,583 | $2.7M | $4.2M | $1.5M | 55.46% |
MICHAEL DE LUZ Williams & Novak, LLC | 3,195 | $547,778.52 | $1.08M | $532,802.43 | 97.27% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 8,902 | $2.91M | $2.93M | $19,627.37 | 0.68% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 466,600 | $61.19M | $155.75M | $94.56M | 154.55% |
| KS Kristi Shields ROGCO, LP | 7,735 | $1.51M | $2.6M | $1.09M | 71.96% |
Daniel Dorval DORVAL Corp | 542 | $204,772 | $183,854.53 | -$20,917.47 | -10.22% |
Syon Capital LLC SYON CAPITAL LLC | 75,695 | $12.27M | $25.57M | $13.3M | 108.43% |
Florian Peters denkapparat Operations GmbH | 4,630 | $1.4M | $1.55M | $142,106.99 | 10.13% |