| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1,109 | $12,165.05 | $15,781.07 | $3,616.02 | 29.72% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 110,023 | $1.43M | $1.57M | $136,738.04 | 9.57% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 996 | $11,923.7 | $14,173.08 | $2,249.38 | 18.86% |
Jae Cho Marex Group plc | 30,656 | $383,825.27 | $436,234.88 | $52,409.61 | 13.65% |
NICOLE MARTIN Arlington Trust Co LLC | 2,032 | $24,997.36 | $28,915.36 | $3,918 | 15.67% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 8,529 | $99,244.96 | $121,367.67 | $22,122.71 | 22.29% |
| KS Kristi Shields ROGCO, LP | 15,811 | $196,373 | $224,990.53 | $28,617.53 | 14.57% |
Syon Capital LLC SYON CAPITAL LLC | 42,294 | $495,956.44 | $601,843.62 | $105,887.18 | 21.35% |
Kevin Bresler TD Waterhouse Canada Inc. | 69,740 | $699,492.2 | $992,400.2 | $292,908 | 41.87% |
Brian Glenn Premier Path Wealth Partners, LLC | 39,870 | $470,707.69 | $567,350.1 | $96,642.41 | 20.53% |
| AK Alisha Kamadia United Community Bank | 49 | $491.5 | $697.27 | $205.77 | 41.87% |
Mark Romin Lakeshore Financial Planning, Inc. | 19,914 | $245,385.8 | $283,376.22 | $37,990.42 | 15.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 257,344 | $3.04M | $3.66M | $619,883.14 | 20.38% |
Robert Shea NEOS Investment Management LLC | 566,054 | $6.47M | $8.05M | $1.58M | 24.45% |
Teresa Douberly Burford Brothers, Inc. | 60,139 | $714,917.82 | $855,777.97 | $140,860.15 | 19.7% |
James Rankin Modern Wealth Management, LLC | 27,851 | $331,848.78 | $396,319.73 | $64,470.95 | 19.43% |
KKM Financial LLC KKM Financial LLC | 457,217 | $5.4M | $6.51M | $1.1M | 20.44% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 12,296 | $129,297.95 | $174,972.08 | $45,674.13 | 35.32% |
David Vollmer PFS Partners, LLC | 14,150 | $265,521.79 | $201,354.5 | -$64,167.29 | -24.17% |
Benj Foor Frazier Financial Advisors, LLC | 434 | $4,968.72 | $6,175.82 | $1,207.1 | 24.29% |