| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 1.13M | $167.19M | $213.12M | $45.93M | 27.47% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 49,945 | $8.05M | $9.42M | $1.37M | 16.97% |
Jae Cho Marex Group plc | 2,550 | $394,510.09 | $480,726 | $86,215.91 | 21.85% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,242 | $458,304.37 | $611,181.84 | $152,877.47 | 33.36% |
Syon Capital LLC SYON CAPITAL LLC | 2,302 | $331,852.21 | $433,973.04 | $102,120.83 | 30.77% |
Kevin Bresler TD Waterhouse Canada Inc. | 7,645 | $1.01M | $1.44M | $431,167.13 | 42.69% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 3,416 | $528,489.43 | $643,984.32 | $115,494.89 | 21.85% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,647 | $517,963.26 | $687,532.44 | $169,569.18 | 32.74% |
| AK Alisha Kamadia United Community Bank | 2,141 | $362,497.91 | $403,621.32 | $41,123.41 | 11.34% |
Greg Werlinich Werlinich Asset Management, LLC | 10,745 | $1.29M | $2.03M | $733,063.19 | 56.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,705 | $3.8M | $4.66M | $853,266.42 | 22.43% |
Robert Shea NEOS Investment Management LLC | 120,893 | $20.1M | $23.13M | $3.02M | 15.04% |
James Rankin Modern Wealth Management, LLC | 1,225 | $221,196 | $230,937 | $9,741 | 4.4% |
David Vollmer PFS Partners, LLC | 208 | $36,656.5 | $39,212.16 | $2,555.66 | 6.97% |
Benj Foor Frazier Financial Advisors, LLC | 33 | $4,899.83 | $6,394.74 | $1,494.91 | 30.51% |
Amir Har-El Savvy Advisors, Inc. | 2,030 | $323,661.61 | $382,695.6 | $59,033.99 | 18.24% |
David W. Lewis Lewis Asset Management, LLC | 1,959 | $278,849.15 | $369,310.68 | $90,461.53 | 32.44% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 162 | $29,092 | $30,540.24 | $1,448.24 | 4.98% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,137 | $204,848 | $214,347.24 | $9,499.24 | 4.64% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,878 | $263,750.83 | $354,040.56 | $90,289.73 | 34.23% |