| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 32 | $9,460.49 | $10,406.4 | $945.91 | 10% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 77,505 | $23.01M | $24.8M | $1.79M | 7.79% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 6,890 | $1.91M | $2.21M | $291,998.01 | 15.25% |
Jae Cho Marex Group plc | 841 | $315,644 | $270,827.23 | -$44,816.77 | -14.2% |
NICOLE MARTIN Arlington Trust Co LLC | 89 | $29,991.99 | $28,409.69 | -$1,582.3 | -5.28% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,780 | $3.41M | $3.82M | $407,427.21 | 11.93% |
| KS Kristi Shields ROGCO, LP | 2,373 | $641,866.72 | $755,041.14 | $113,174.42 | 17.63% |
Syon Capital LLC SYON CAPITAL LLC | 9,201 | $2.87M | $2.96M | $87,598.68 | 3.05% |
Kevin Bresler TD Waterhouse Canada Inc. | 6,882 | $1.9M | $2.23M | $333,795.39 | 17.58% |
| MC Megan Claucherty Kodai Capital Management LP | 21,764 | $6.75M | $7.06M | $310,144.28 | 4.59% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,298 | $403,137.77 | $415,722.53 | $12,584.76 | 3.12% |
| AK Alisha Kamadia United Community Bank | 3 | $937.72 | $954.33 | $16.61 | 1.77% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,111 | $2.19M | $2.31M | $118,378.78 | 5.41% |
Robert Shea NEOS Investment Management LLC | 208,597 | $64.83M | $66.23M | $1.4M | 2.15% |
James Rankin Modern Wealth Management, LLC | 2,339 | $700,868.89 | $755,216.32 | $54,347.43 | 7.75% |
Benj Foor Frazier Financial Advisors, LLC | 49 | $13,616 | $15,579.06 | $1,963.06 | 14.42% |
Amir Har-El Savvy Advisors, Inc. | 7,353 | $2.27M | $2.36M | $94,818.27 | 4.18% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 20 | $7,506 | $6,359.6 | -$1,146.4 | -15.27% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,382 | $400,949.79 | $442,625.99 | $41,676.2 | 10.39% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,028 | $302,009.96 | $333,051.44 | $31,041.48 | 10.28% |