| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John M Roach Waterway Wealth Management, LLC | 8,412 | $821,036.44 | $1.71M | $887,272.54 | 108.07% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,412 | $235,416.02 | $489,828.96 | $254,412.94 | 108.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 76,816 | $9.16M | $15.6M | $6.44M | 70.23% |
Peter David N Soliman Second Line Capital, LLC | 4,532 | $400,756.95 | $920,358.57 | $519,601.62 | 129.66% |
Anthony Moeller MN Wealth Advisors, LLC | 3,200 | $373,654.04 | $649,856.01 | $276,201.97 | 73.92% |
Mathieu Cornu Pictet Asset Management Holding SA | 5.12M | $350.82M | $1.04B | $688.44M | 196.24% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 20,576 | $2.01M | $4.18M | $2.17M | 108.07% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 24 | $2,513.93 | $4,873.92 | $2,359.99 | 93.88% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 82,844 | $9.18M | $16.82M | $7.64M | 83.26% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 6,052 | $709,233.88 | $1.23M | $519,806.29 | 73.29% |
Jae Cho Marex Group plc | 17,844 | $1.72M | $3.62M | $1.9M | 110.53% |
NICOLE MARTIN Arlington Trust Co LLC | 888 | $86,515.74 | $180,335.04 | $93,819.3 | 108.44% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,560 | $632,219.26 | $2.35M | $1.72M | 271.33% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 6,348 | $772,488.7 | $1.29M | $516,663.15 | 66.88% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 39,480 | $7.53M | $8.02M | $485,406.68 | 6.44% |
| KS Kristi Shields ROGCO, LP | 160 | $6,695.04 | $32,492.8 | $25,797.76 | 385.33% |
Syon Capital LLC SYON CAPITAL LLC | 4,436 | $511,397.72 | $900,862.89 | $389,465.17 | 76.16% |
Kevin Bresler TD Waterhouse Canada Inc. | 165,516 | $12.09M | $33.61M | $21.52M | 178.07% |
Brian Glenn Premier Path Wealth Partners, LLC | 7,080 | $691,853.14 | $1.44M | $745,953.27 | 107.82% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 12,608 | $2.09M | $2.56M | $469,078.67 | 22.43% |