| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AA Andrew Alkon EntryPoint Capital, LLC | 8,655 | $401,592 | $397,177.95 | -$4,414.05 | -1.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 34,333 | $1.29M | $1.58M | $295,176.83 | 22.94% |
Mathieu Cornu Pictet Asset Management Holding SA | 820,767 | $29.68M | $37.66M | $7.98M | 26.89% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 133 | $4,305.57 | $6,204.45 | $1,898.88 | 44.1% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 154,051 | $5.19M | $7.1M | $1.91M | 36.72% |
NICOLE MARTIN Arlington Trust Co LLC | 290 | $13,456 | $13,548.8 | $92.8 | 0.69% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 14,707 | $428,035.24 | $684,904.99 | $256,869.75 | 60.01% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 19,122 | $600,477.14 | $893,953.5 | $293,476.36 | 48.87% |
Syon Capital LLC SYON CAPITAL LLC | 22,482 | $837,455.59 | $1.04M | $198,065.33 | 23.65% |
Kevin Bresler TD Waterhouse Canada Inc. | 233,729 | $10.64M | $10.73M | $81,286.68 | 0.76% |
Melissa S. Kampmann Kampmann Melissa S. | 98,075 | $2.85M | $4.5M | $1.65M | 57.85% |
Brian Glenn Premier Path Wealth Partners, LLC | 16,574 | $670,676.35 | $760,580.86 | $89,904.51 | 13.41% |
| AK Alisha Kamadia United Community Bank | 2,712 | $95,267.14 | $124,968.96 | $29,701.82 | 31.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 57,583 | $2.31M | $2.68M | $371,366.92 | 16.06% |
Robert Shea NEOS Investment Management LLC | 778,307 | $30.94M | $35.85M | $4.91M | 15.86% |
Charles Corkery PUREfi Wealth, LLC | 7,879 | $365,586 | $361,567.31 | -$4,018.69 | -1.1% |
James Rankin Modern Wealth Management, LLC | 13,436 | $538,225.4 | $624,102.2 | $85,876.8 | 15.96% |
David Vollmer PFS Partners, LLC | 60 | $2,943 | $2,763 | -$180 | -6.12% |
Benj Foor Frazier Financial Advisors, LLC | 800 | $25,908 | $36,712 | $10,804 | 41.7% |
Amir Har-El Savvy Advisors, Inc. | 10,778 | $490,119.03 | $503,548.16 | $13,429.13 | 2.74% |