| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 3,091 | $343,789.98 | $497,790.09 | $154,000.11 | 44.79% |
Jae Cho Marex Group plc | 1,436 | $205,564 | $230,047.2 | $24,483.2 | 11.91% |
Kristy DeJarnette Financial Security Advisor, Inc. | 1,505 | $215,396 | $245,450.45 | $30,054.45 | 13.95% |
NICOLE MARTIN Arlington Trust Co LLC | 344 | $48,916.92 | $55,198.24 | $6,281.32 | 12.84% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 43,819 | $6M | $7.08M | $1.08M | 18.08% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,187 | $449,442.9 | $671,992.56 | $222,549.66 | 49.52% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 4,850 | $526,621.21 | $778,303.75 | $251,682.54 | 47.79% |
| KS Kristi Shields ROGCO, LP | 7,936 | $772,983.93 | $1.29M | $512,806.79 | 66.34% |
Stacey Cheek Wheelhouse Advisory Group LLC | 1,756 | $173,560.04 | $280,801.96 | $107,241.92 | 61.79% |
Syon Capital LLC SYON CAPITAL LLC | 10,367 | $1.2M | $1.66M | $458,991.49 | 38.25% |
Kevin Bresler TD Waterhouse Canada Inc. | 91,819 | $9.49M | $14.83M | $5.33M | 56.2% |
| MC Megan Claucherty Kodai Capital Management LP | 508,327 | $55.73M | $82.79M | $27.06M | 48.55% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 251 | $30,766.89 | $40,983.28 | $10,216.39 | 33.21% |
Brian Glenn Premier Path Wealth Partners, LLC | 7,045 | $792,202.65 | $1.14M | $345,353.5 | 43.59% |
| AK Alisha Kamadia United Community Bank | 8,697 | $967,180.15 | $1.39M | $426,601.07 | 44.11% |
Greg Werlinich Werlinich Asset Management, LLC | 5,506 | $788,363.5 | $881,951.08 | $93,587.58 | 11.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 66,724 | $7.55M | $10.77M | $3.22M | 42.67% |
Robert Shea NEOS Investment Management LLC | 90,866 | $11.26M | $14.58M | $3.32M | 29.49% |
RENEE PILKENTON Exchange Bank | 3,831 | $383,992.6 | $624,797.79 | $240,805.19 | 62.71% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,217 | $251,674.64 | $361,237.98 | $109,563.34 | 43.53% |