| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AA Andrew Alkon EntryPoint Capital, LLC | 4,274 | $357,777 | $365,298.78 | $7,521.78 | 2.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,876 | $712,198.13 | $949,474.8 | $237,276.67 | 33.32% |
Mathieu Cornu Pictet Asset Management Holding SA | 460,953 | $27.12M | $39.4M | $12.28M | 45.26% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 219 | $12,571.46 | $18,347.82 | $5,776.36 | 45.95% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 73,038 | $4.85M | $6.37M | $1.52M | 31.39% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,922 | $128,831.64 | $164,273.34 | $35,441.7 | 27.51% |
Christopher Barr Red Mountain Financial, LLC | 14,298 | $698,028.67 | $1.22M | $525,880.13 | 75.34% |
NICOLE MARTIN Arlington Trust Co LLC | 2,088 | $124,271.46 | $178,461.36 | $54,189.9 | 43.61% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,899 | $991,207.16 | $1.53M | $541,573.7 | 54.64% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,712 | $95,834.03 | $146,607.12 | $50,773.09 | 52.98% |
| KS Kristi Shields ROGCO, LP | 32 | $1,637.33 | $2,735.04 | $1,097.71 | 67.04% |
Syon Capital LLC SYON CAPITAL LLC | 8,928 | $582,448.87 | $764,549.28 | $182,100.41 | 31.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 69,617 | $4.26M | $5.96M | $1.7M | 39.81% |
Brian Glenn Premier Path Wealth Partners, LLC | 18,487 | $1.19M | $1.58M | $390,460.14 | 32.74% |
| AK Alisha Kamadia United Community Bank | 8 | $541.04 | $685.08 | $144.04 | 26.62% |
Courtney Haddad Concurrent Investment Advisors, LLC | 35,980 | $2.41M | $3.08M | $671,832.74 | 27.88% |
Robert Shea NEOS Investment Management LLC | 96,521 | $6.23M | $8.27M | $2.04M | 32.73% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 11,210 | $776,297.07 | $958,118.7 | $181,821.63 | 23.42% |
RENEE PILKENTON Exchange Bank | 2,484 | $207,935 | $212,307.48 | $4,372.48 | 2.1% |
Savoie Capital LLC Savoie Capital LLC | 6,666 | $319,434.83 | $569,743.02 | $250,308.19 | 78.36% |