| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 117 | $29,427.87 | $25,852.32 | -$3,575.55 | -12.15% |
Jon Greer GSG Advisors LLC | 1,584 | $304,282.27 | $352,788.48 | $48,506.21 | 15.94% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 103,905 | $20.28M | $23.01M | $2.73M | 13.46% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 35,968 | $7.02M | $8.01M | $992,413.05 | 14.14% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 5,960 | $1.29M | $1.33M | $33,377.77 | 2.58% |
Jae Cho Marex Group plc | 13,936 | $2.65M | $3.08M | $421,718.33 | 15.89% |
Jesse Steele Etesian Wealth Advisors, Inc. | 1,821 | $359,552.68 | $405,573.12 | $46,020.44 | 12.8% |
NICOLE MARTIN Arlington Trust Co LLC | 111 | $22,982.57 | $24,617.58 | $1,635.01 | 7.11% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 2,635 | $466,395 | $584,627.45 | $118,232.45 | 25.35% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 33,405 | $7.25M | $7.37M | $125,982.81 | 1.74% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,179 | $794,506.88 | $927,654.42 | $133,147.54 | 16.76% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,349 | $467,521 | $520,209.54 | $52,688.54 | 11.27% |
Stacey Cheek Wheelhouse Advisory Group LLC | 2,150 | $469,251.91 | $476,053 | $6,801.09 | 1.45% |
Syon Capital LLC SYON CAPITAL LLC | 9,743 | $1.92M | $2.16M | $241,946.13 | 12.6% |
Kevin Bresler TD Waterhouse Canada Inc. | 95,517 | $18.43M | $21.27M | $2.85M | 15.45% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 11,155 | $2.15M | $2.47M | $311,754.99 | 14.47% |
Melissa S. Kampmann Kampmann Melissa S. | 6,185 | $1.26M | $1.38M | $117,126.81 | 9.29% |
Brian Glenn Premier Path Wealth Partners, LLC | 7,833 | $1.69M | $1.74M | $50,948.09 | 3.01% |
| AK Alisha Kamadia United Community Bank | 17 | $3,669 | $3,764.82 | $95.82 | 2.61% |
Courtney Haddad Concurrent Investment Advisors, LLC | 66,646 | $14.56M | $14.73M | $176,071.67 | 1.21% |