| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 16,904 | $870,043.12 | $1.03M | $155,184.48 | 17.84% |
Mathieu Cornu Pictet Asset Management Holding SA | 22,967 | $721,393 | $1.39M | $671,555.55 | 93.09% |
Marilou Davido WFA Asset Management Corp | 4,134 | $129,886.4 | $250,727.1 | $120,840.7 | 93.04% |
Kevin Orr Centennial Bank/AR/ | 300 | $11,993.9 | $17,115 | $5,121.1 | 42.7% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 202,261 | $8.46M | $12.27M | $3.81M | 45.03% |
NICOLE MARTIN Arlington Trust Co LLC | 415 | $23,748.9 | $25,169.75 | $1,420.85 | 5.98% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 40,969 | $1.99M | $2.48M | $494,514.62 | 24.85% |
Syon Capital LLC SYON CAPITAL LLC | 40,246 | $1.39M | $2.3M | $909,099.44 | 65.53% |
Kevin Bresler TD Waterhouse Canada Inc. | 94,068 | $5.18M | $5.71M | $526,694.71 | 10.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,555 | $837,014.62 | $1.06M | $227,696.13 | 27.2% |
Charles Corkery PUREfi Wealth, LLC | 5,213 | $321,955 | $316,168.45 | -$5,786.55 | -1.8% |
James Rankin Modern Wealth Management, LLC | 280,967 | $14.94M | $16.03M | $1.1M | 7.34% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 127,523 | $4.67M | $7.73M | $3.06M | 65.54% |
Amir Har-El Savvy Advisors, Inc. | 11,395 | $611,437.19 | $691,106.75 | $79,669.56 | 13.03% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,669 | $215,243.65 | $222,524.85 | $7,281.2 | 3.38% |
United Advisor Group LLC United Advisor Group, LLC | 7,019 | $217,280.08 | $425,702.35 | $208,422.27 | 95.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,134 | $86,500.05 | $129,427.1 | $42,927.05 | 49.63% |
Jon Deven Mouton CAP Partners, LLC | 5,878 | $247,263.97 | $356,500.7 | $109,236.73 | 44.18% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,416 | $250,034 | $267,830.4 | $17,796.4 | 7.12% |
Darin Sadow Freestone Grove Partners LP | 458,286 | $28.3M | $26.15M | -$2.15M | -7.61% |