| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barclay Douglas Jr Slocum, Gordon & Co LLP | 967 | $834,284.84 | $918,176.17 | $83,891.33 | 10.06% |
David Skalicky INSPIRE TRUST CO, N.A. | 6,700 | $5.7M | $6.36M | $664,072.34 | 11.66% |
| KH Kathleen Hartung Borer Denton & Associates, Inc. | 23,523 | $14.09M | $22.34M | $8.24M | 58.51% |
Mathieu Cornu Pictet Asset Management Holding SA | 322,321 | $224.95M | $306.2M | $81.25M | 36.12% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 610 | $444,309.35 | $579,201.1 | $134,891.75 | 30.36% |
Ryan Payne Payne Capital Management, LLC | 266 | $248,866 | $252,569.66 | $3,703.66 | 1.49% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 31 | $21,669.06 | $29,450.93 | $7,781.87 | 35.91% |
Kevin Orr Centennial Bank/AR/ | 1,756 | $811,058.13 | $1.67M | $856,281.43 | 105.58% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 500 | $364,992.1 | $474,755 | $109,762.9 | 30.07% |
Jon Greer GSG Advisors LLC | 496 | $330,727.15 | $470,956.96 | $140,229.81 | 42.4% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 91,229 | $70M | $86.67M | $16.67M | 23.82% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 4,946 | $4.93M | $4.7M | -$232,066.68 | -4.71% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 748 | $510,830.83 | $710,577.56 | $199,746.73 | 39.1% |
Jae Cho Marex Group plc | 3,777 | $3.76M | $3.59M | -$175,479.46 | -4.66% |
Jesse Steele Etesian Wealth Advisors, Inc. | 5,631 | $2.61M | $5.35M | $2.74M | 104.85% |
Kristy DeJarnette Financial Security Advisor, Inc. | 834 | $510,626.93 | $792,325.02 | $281,698.09 | 55.17% |
Christopher Barr Red Mountain Financial, LLC | 1,728 | $1.25M | $1.64M | $393,270.02 | 31.5% |
NICOLE MARTIN Arlington Trust Co LLC | 583 | $514,119.44 | $553,832.51 | $39,713.07 | 7.72% |
Chris Kleine Park Capital Management, LLC / WI | 246 | $244,146.54 | $233,707.38 | -$10,439.16 | -4.28% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16,909 | $15.17M | $16.06M | $891,804.48 | 5.88% |