| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 166,686 | $21.21M | $23.26M | $2.05M | 9.64% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 3,616 | $402,843.48 | $504,576.6 | $101,733.12 | 25.25% |
NICOLE MARTIN Arlington Trust Co LLC | 344 | $48,916.92 | $48,001.76 | -$915.16 | -1.87% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,329 | $1.21M | $1.41M | $197,943.65 | 16.32% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,180 | $448,440.85 | $583,277.16 | $134,836.31 | 30.07% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 4,774 | $514,833.61 | $666,163.91 | $151,330.3 | 29.39% |
| KS Kristi Shields ROGCO, LP | 8,071 | $786,020.88 | $1.13M | $340,206.38 | 43.28% |
Stacey Cheek Wheelhouse Advisory Group LLC | 1,749 | $172,558.26 | $244,055.44 | $71,497.18 | 41.43% |
Syon Capital LLC SYON CAPITAL LLC | 8,999 | $1M | $1.26M | $251,718.71 | 25.07% |
Kevin Bresler TD Waterhouse Canada Inc. | 85,738 | $8.64M | $11.96M | $3.32M | 38.42% |
| MC Megan Claucherty Kodai Capital Management LP | 508,327 | $55.73M | $70.93M | $15.2M | 27.27% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 251 | $30,766.89 | $35,024.54 | $4,257.65 | 13.84% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,805 | $757,847.9 | $949,569.63 | $191,721.73 | 25.3% |
| AK Alisha Kamadia United Community Bank | 8,788 | $975,968.07 | $1.23M | $250,309.36 | 25.65% |
Greg Werlinich Werlinich Asset Management, LLC | 5,491 | $786,037 | $766,214.09 | -$19,822.91 | -2.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 54,922 | $5.86M | $7.66M | $1.8M | 30.73% |
Robert Shea NEOS Investment Management LLC | 80,147 | $9.73M | $11.18M | $1.46M | 14.96% |
RENEE PILKENTON Exchange Bank | 3,857 | $386,342.73 | $538,205.74 | $151,863.01 | 39.31% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,266 | $257,237.14 | $316,197.62 | $58,960.48 | 22.92% |
James Rankin Modern Wealth Management, LLC | 5,674 | $733,450.49 | $791,749.9 | $58,299.41 | 7.95% |