| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 26 | $2,542.26 | $3,097.51 | $555.25 | 21.84% |
Kevin Orr Centennial Bank/AR/ | 2,640 | $271,868.66 | $318,912 | $47,043.34 | 17.3% |
Mitch S Zides Constant Guidance Financial LLC | 21,780 | $2.7M | $2.61M | -$92,347.83 | -3.42% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 180,200 | $19.92M | $21.53M | $1.61M | 8.1% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,786 | $326,548.4 | $336,409.5 | $9,861.1 | 3.02% |
Jae Cho Marex Group plc | 6,796 | $860,238 | $813,379.26 | -$46,858.74 | -5.45% |
Kristy DeJarnette Financial Security Advisor, Inc. | 5,575 | $561,581.98 | $671,954.75 | $110,372.77 | 19.65% |
NICOLE MARTIN Arlington Trust Co LLC | 24 | $3,143 | $2,910.48 | -$232.52 | -7.4% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 202,714 | $21.59M | $24.1M | $2.51M | 11.63% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,924 | $580,487.79 | $594,573 | $14,085.21 | 2.43% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,764 | $722,739.99 | $696,867.6 | -$25,872.39 | -3.58% |
| KS Kristi Shields ROGCO, LP | 4,921 | $581,495.81 | $595,145.74 | $13,649.93 | 2.35% |
Syon Capital LLC SYON CAPITAL LLC | 12,526 | $1.45M | $1.5M | $49,504.23 | 3.41% |
Florian Peters denkapparat Operations GmbH | 3,354 | $424,549 | $405,766.92 | -$18,782.08 | -4.42% |
Kevin Bresler TD Waterhouse Canada Inc. | 25,694 | $3.03M | $3.05M | $21,319.24 | 0.7% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,745 | $612,186.64 | $694,570.5 | $82,383.86 | 13.46% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 3,438 | $435,904 | $408,709.44 | -$27,194.56 | -6.24% |
| AK Alisha Kamadia United Community Bank | 14,888 | $1.81M | $1.8M | -$13,640.9 | -0.75% |
Courtney Haddad Concurrent Investment Advisors, LLC | 113,610 | $13.08M | $13.51M | $425,280.07 | 3.25% |
Robert Shea NEOS Investment Management LLC | 126,358 | $14.56M | $15.29M | $726,034.41 | 4.99% |