| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 7,534 | $260,504.54 | $359,447.14 | $98,942.6 | 37.98% |
John Hayes LongView Wealth Management | 12,401 | $393,634.38 | $591,651.71 | $198,017.33 | 50.3% |
Norden Group LLC NORDEN GROUP LLC | 42,293 | $1.72M | $2.02M | $294,180.18 | 17.07% |
Robert Green LECAP ASSET MANAGEMENT LTD | 4,836 | $232,273 | $230,725.56 | -$1,547.44 | -0.67% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 33,240 | $1.49M | $1.59M | $100,646.8 | 6.78% |
| AA Andrew Alkon EntryPoint Capital, LLC | 21,608 | $1.02M | $1.11M | $85,630.27 | 8.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 41,497 | $1.62M | $1.98M | $357,297.92 | 22.02% |
Mathieu Cornu Pictet Asset Management Holding SA | 820,767 | $29.68M | $39.16M | $9.47M | 31.92% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 133 | $4,305.57 | $6,345.43 | $2,039.86 | 47.38% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 154,051 | $5.19M | $7.35M | $2.16M | 41.56% |
Jae Cho Marex Group plc | 4,296 | $206,337 | $219,181.92 | $12,844.92 | 6.23% |
NICOLE MARTIN Arlington Trust Co LLC | 290 | $13,456 | $13,835.9 | $379.9 | 2.82% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 14,092 | $411,233.44 | $672,329.32 | $261,095.88 | 63.49% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 19,590 | $622,955.19 | $1.02M | $392,394.51 | 62.99% |
Syon Capital LLC SYON CAPITAL LLC | 24,407 | $929,913.71 | $1.25M | $315,331.43 | 33.91% |
Kevin Bresler TD Waterhouse Canada Inc. | 120,557 | $5.62M | $5.75M | $134,900.62 | 2.4% |
Melissa S. Kampmann Kampmann Melissa S. | 98,373 | $3.83M | $4.69M | $863,302.14 | 22.54% |
Brian Glenn Premier Path Wealth Partners, LLC | 16,574 | $670,676.35 | $790,745.54 | $120,069.19 | 17.9% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 5,969 | $277,618 | $284,780.99 | $7,162.99 | 2.58% |
| AK Alisha Kamadia United Community Bank | 2,712 | $95,267.14 | $139,234.08 | $43,966.94 | 46.15% |