| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 32,397 | $1.41M | $1.46M | $55,331.97 | 3.93% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 19,561 | $819,608.05 | $882,787.93 | $63,179.88 | 7.71% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 2,019 | $73,955.96 | $90,572.34 | $16,616.38 | 22.47% |
Mathieu Cornu Pictet Asset Management Holding SA | 239,239 | $10.64M | $10.8M | $153,816.87 | 1.45% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 112 | $4,535.57 | $5,054.56 | $518.99 | 11.44% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 207,698 | $8.34M | $9.37M | $1.04M | 12.45% |
Jae Cho Marex Group plc | 8,898 | $447,747.37 | $407,973.3 | -$39,774.07 | -8.88% |
NICOLE MARTIN Arlington Trust Co LLC | 46 | $2,315 | $2,075.98 | -$239.02 | -10.32% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,511 | $702,935.52 | $790,271.43 | $87,335.91 | 12.42% |
JOHN TERRILL Peoples Bank/KS | 9,275 | $338,141.7 | $418,580.75 | $80,439.05 | 23.79% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 41,489 | $1.81M | $1.87M | $64,639.6 | 3.58% |
| KS Kristi Shields ROGCO, LP | 500 | $18,315 | $22,565 | $4,250 | 23.21% |
Syon Capital LLC SYON CAPITAL LLC | 22,271 | $991,933.46 | $1.02M | $29,191.89 | 2.94% |
Kevin Bresler TD Waterhouse Canada Inc. | 16,267 | $726,367.98 | $734,129.71 | $7,761.73 | 1.07% |
| AK Alisha Kamadia United Community Bank | 10 | $413 | $448.6 | $35.6 | 8.62% |
Courtney Haddad Concurrent Investment Advisors, LLC | 116,728 | $4.74M | $5.27M | $532,498.24 | 11.24% |
Robert Shea NEOS Investment Management LLC | 191,578 | $7.58M | $8.69M | $1.11M | 14.62% |
James Rankin Modern Wealth Management, LLC | 20,222 | $891,130.01 | $927,178.7 | $36,048.69 | 4.05% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 136,860 | $5M | $6.18M | $1.17M | 23.46% |
David Vollmer PFS Partners, LLC | 700 | $24,542 | $31,591 | $7,049 | 28.72% |