| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 205,974 | $19.16M | $22.76M | $3.6M | 18.78% |
NICOLE MARTIN Arlington Trust Co LLC | 447 | $40,398.48 | $50,126.58 | $9,728.1 | 24.08% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,251 | $768,479.17 | $905,134.7 | $136,655.53 | 17.78% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,897 | $190,257.15 | $211,800.05 | $21,542.9 | 11.32% |
Syon Capital LLC SYON CAPITAL LLC | 15,508 | $1.63M | $1.71M | $79,955.41 | 4.9% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,342 | $246,122.88 | $262,912.92 | $16,790.04 | 6.82% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,114 | $95,281 | $123,520.32 | $28,239.32 | 29.64% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,438 | $275,877.77 | $273,689.88 | -$2,187.89 | -0.79% |
| AK Alisha Kamadia United Community Bank | 604 | $61,382.53 | $67,448.68 | $6,066.15 | 9.88% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,880 | $1.28M | $1.45M | $170,868.1 | 13.4% |
Robert Shea NEOS Investment Management LLC | 59,040 | $5.86M | $6.59M | $735,380.92 | 12.55% |
Teresa Douberly Burford Brothers, Inc. | 18,605 | $2M | $2.07M | $72,669.54 | 3.64% |
James Rankin Modern Wealth Management, LLC | 8,452 | $859,935.35 | $933,861.48 | $73,926.13 | 8.6% |
David Vollmer PFS Partners, LLC | 745 | $65,781.77 | $83,227.67 | $17,445.9 | 26.52% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,096 | $281,642.86 | $344,491.92 | $62,849.06 | 22.32% |
Amir Har-El Savvy Advisors, Inc. | 5,122 | $525,515.29 | $566,467.59 | $40,952.3 | 7.79% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 140 | $15,487.86 | $15,713.6 | $225.74 | 1.46% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,281 | $397,028.22 | $477,973.65 | $80,945.43 | 20.39% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 307 | $28,344.13 | $33,932.71 | $5,588.58 | 19.72% |
Jeffrey McGrath Cetera Trust Company, N.A | 867 | $78,871.37 | $96,800.55 | $17,929.18 | 22.73% |