| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel de la Torre Canada Post Corp Registered Pension Plan | 4,325 | $302,465.73 | $358,672.25 | $56,206.52 | 18.58% |
Denise Reinert CGC Financial Services, LLC | 27 | $1,577.36 | $2,238.57 | $661.21 | 41.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,447 | $948,029.42 | $1.11M | $163,634.07 | 17.26% |
Mathieu Cornu Pictet Asset Management Holding SA | 46,970 | $2.46M | $3.83M | $1.37M | 55.6% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 21 | $1,178.96 | $1,714.23 | $535.27 | 45.4% |
Kevin Orr Centennial Bank/AR/ | 777 | $48,896.5 | $64,409.41 | $15,512.91 | 31.73% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 153,250 | $10.74M | $12.53M | $1.79M | 16.71% |
Jae Cho Marex Group plc | 6,911 | $597,318 | $566,356.45 | -$30,961.55 | -5.18% |
NICOLE MARTIN Arlington Trust Co LLC | 36 | $2,949 | $2,995.92 | $46.92 | 1.59% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 182,423 | $13.57M | $14.87M | $1.3M | 9.58% |
Matthew J. Syverson Sound Stewardship, LLC | 4,232 | $266,315.06 | $350,896.28 | $84,581.22 | 31.76% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 16,172 | $1.04M | $1.32M | $280,811.86 | 27.04% |
| KS Kristi Shields ROGCO, LP | 1,120 | $59,664.35 | $92,988 | $33,323.65 | 55.85% |
Syon Capital LLC SYON CAPITAL LLC | 8,271 | $593,007.35 | $678,525.55 | $85,518.2 | 14.42% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,423 | $117,084 | $116,074.11 | -$1,009.89 | -0.86% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,325 | $1.13M | $1.41M | $283,875.83 | 25.14% |
Robert Shea NEOS Investment Management LLC | 36,912 | $2.58M | $3.06M | $481,532.26 | 18.65% |
James Rankin Modern Wealth Management, LLC | 8,809 | $530,927.52 | $721,545.19 | $190,617.67 | 35.9% |
Amir Har-El Savvy Advisors, Inc. | 2,948 | $242,781.44 | $241,382.24 | -$1,399.2 | -0.58% |
Ann Keitner Quantum Portfolio Management LLC | 1,470 | $127,052 | $121,907.1 | -$5,144.9 | -4.05% |