| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Hayes LongView Wealth Management | 4,366 | $617,724.89 | $770,337.04 | $152,612.15 | 24.71% |
Norden Group LLC NORDEN GROUP LLC | 1,540 | $277,411.76 | $268,375.8 | -$9,035.96 | -3.26% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 5,856 | $987,522.07 | $1.02M | $34,496.33 | 3.49% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,818 | $275,905.47 | $319,222.62 | $43,317.15 | 15.7% |
| AA Andrew Alkon EntryPoint Capital, LLC | 6,081 | $1.09M | $1.06M | -$30,161.78 | -2.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,434 | $1.73M | $1.8M | $65,703.1 | 3.8% |
Anthony Moeller MN Wealth Advisors, LLC | 1,403 | $252,962.69 | $245,188.28 | -$7,774.41 | -3.07% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.05M | $154.89M | $183.97M | $29.08M | 18.78% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 54,005 | $8.78M | $9.24M | $460,422.31 | 5.24% |
Jae Cho Marex Group plc | 4,776 | $794,255.6 | $824,648.04 | $30,392.44 | 3.83% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,242 | $458,304.37 | $563,686.54 | $105,382.17 | 22.99% |
Syon Capital LLC SYON CAPITAL LLC | 2,845 | $429,672.71 | $488,685.65 | $59,012.94 | 13.73% |
Kevin Bresler TD Waterhouse Canada Inc. | 7,645 | $1.01M | $1.35M | $335,222.38 | 33.19% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 3,416 | $528,489.43 | $604,563.68 | $76,074.25 | 14.39% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,721 | $531,252.17 | $654,784.37 | $123,532.2 | 23.25% |
| AK Alisha Kamadia United Community Bank | 2,201 | $375,148.49 | $383,326.16 | $8,177.67 | 2.18% |
Greg Werlinich Werlinich Asset Management, LLC | 10,778 | $1.3M | $1.85M | $556,139.87 | 42.83% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,204 | $3.74M | $4.26M | $522,480.33 | 13.98% |
Robert Shea NEOS Investment Management LLC | 120,893 | $20.1M | $21.08M | $979,439.77 | 4.87% |
James Rankin Modern Wealth Management, LLC | 1,608 | $289,965.46 | $275,755.92 | -$14,209.54 | -4.9% |