| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 3,049 | $310,356.72 | $384,234.97 | $73,878.25 | 23.8% |
Mathieu Cornu Pictet Asset Management Holding SA | 17,484 | $1.99M | $2.2M | $214,286.67 | 10.77% |
NICOLE MARTIN Arlington Trust Co LLC | 11 | $1,168 | $1,386.22 | $218.22 | 18.68% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 7 | $728.14 | $882.14 | $154 | 21.15% |
Syon Capital LLC SYON CAPITAL LLC | 3,863 | $391,291.77 | $486,815.25 | $95,523.48 | 24.41% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,058 | $108,815.31 | $133,329.16 | $24,513.85 | 22.53% |
Robert Shea NEOS Investment Management LLC | 25,201 | $2.57M | $3.18M | $610,441.95 | 23.8% |
David W. Lewis Lewis Asset Management, LLC | 1,925 | $204,437 | $242,588.49 | $38,151.49 | 18.66% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 85 | $9,028 | $10,711.7 | $1,683.7 | 18.65% |
Darin Sadow Freestone Grove Partners LP | 4,065 | $409,752.01 | $512,271.29 | $102,519.28 | 25.02% |
Joshua Stipcich Tidemark, LLC | 3 | $319 | $378.06 | $59.06 | 18.51% |
Christy Clarin Portfolio Design Labs, LLC | 9,562 | $968,546.43 | $1.21M | $236,456.78 | 24.41% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,319 | $138,068.11 | $166,220.38 | $28,152.27 | 20.39% |
Craig Silberg EVERPAR ADVISORS LLC | 1,625 | $200,590 | $204,782.5 | $4,192.5 | 2.09% |
Matthew Stead Sachetta, LLC | 54 | $5,623.89 | $6,805.08 | $1,181.19 | 21% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 4 | $425 | $504.08 | $79.08 | 18.61% |
Kelly Richert Clayton Financial Group LLC | 14 | $1,432.86 | $1,764.28 | $331.42 | 23.13% |
Alan Gilmore Private Wealth Management Group, LLC | 1 | $95 | $126.02 | $31.02 | 32.65% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 8,565 | $872,113.8 | $1.08M | $207,247.47 | 23.76% |
Corey Saft Sivia Capital Partners, LLC | 7,154 | $726,160.71 | $901,547.06 | $175,386.35 | 24.15% |