| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marilou Davido WFA Asset Management Corp | 712 | $128,183.36 | $145,689.44 | $17,506.08 | 13.66% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 19 | $3,109.37 | $3,887.78 | $778.41 | 25.03% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 72,709 | $13.71M | $14.88M | $1.17M | 8.5% |
Jesse Steele Etesian Wealth Advisors, Inc. | 6,490 | $881,632.71 | $1.33M | $446,351.09 | 50.63% |
NICOLE MARTIN Arlington Trust Co LLC | 11 | $2,293 | $2,250.82 | -$42.18 | -1.84% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 7,842 | $1.3M | $1.6M | $304,996.41 | 23.47% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,640 | $341,858.22 | $335,576.8 | -$6,281.42 | -1.84% |
Syon Capital LLC SYON CAPITAL LLC | 2,859 | $452,145.15 | $592,013.15 | $139,868 | 30.93% |
Kevin Bresler TD Waterhouse Canada Inc. | 7 | $1,164.71 | $1,432.34 | $267.63 | 22.98% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,410 | $214,456.81 | $288,514.2 | $74,057.39 | 34.53% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,270 | $351,908.83 | $464,487.4 | $112,578.57 | 31.99% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,184 | $791,147.77 | $856,130.08 | $64,982.31 | 8.21% |
Robert Shea NEOS Investment Management LLC | 22,028 | $4.09M | $4.63M | $539,082.94 | 13.18% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,828 | $311,078.26 | $374,045.36 | $62,967.1 | 20.24% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 17,216 | $2.66M | $3.52M | $858,089.09 | 32.2% |
Lydia Gallas Harbour Trust & Investment Management Co | 4,528 | $697,962.7 | $926,519.36 | $228,556.66 | 32.75% |
Amir Har-El Savvy Advisors, Inc. | 1,136 | $236,837 | $232,448.32 | -$4,388.68 | -1.85% |
Ann Keitner Quantum Portfolio Management LLC | 5,770 | $1.03M | $1.19M | $167,743.68 | 16.33% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 46 | $10,317 | $9,412.52 | -$904.48 | -8.77% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 20,802 | $3.3M | $4.26M | $954,718.2 | 28.92% |