| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Denise Reinert CGC Financial Services, LLC | 20 | $1,296.16 | $1,184.2 | -$111.96 | -8.64% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,434 | $239,944.6 | $262,537.14 | $22,592.54 | 9.42% |
Mathieu Cornu Pictet Asset Management Holding SA | 214,705 | $11.88M | $12.71M | $831,405.5 | 7% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 41 | $2,283.92 | $2,427.61 | $143.69 | 6.29% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 15,798 | $884,537.45 | $935,399.58 | $50,862.13 | 5.75% |
NICOLE MARTIN Arlington Trust Co LLC | 10 | $558.4 | $592.1 | $33.7 | 6.04% |
Syon Capital LLC SYON CAPITAL LLC | 8,579 | $492,864.42 | $528,637.98 | $35,773.56 | 7.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,824 | $325,296.08 | $344,839.04 | $19,542.96 | 6.01% |
| MC Megan Claucherty Kodai Capital Management LP | 674,223.49 | $37.18M | $39.92M | $2.74M | 7.37% |
Robert Shea NEOS Investment Management LLC | 51,167 | $2.82M | $3.16M | $331,372.76 | 11.73% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 18,479 | $1.04M | $1.09M | $49,708.51 | 4.76% |
David Vollmer PFS Partners, LLC | 62 | $3,555.47 | $3,671.02 | $115.55 | 3.25% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 631 | $38,548 | $37,361.51 | -$1,186.49 | -3.08% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 75 | $4,633.62 | $4,440.75 | -$192.87 | -4.16% |
Jeffrey McGrath Cetera Trust Company, N.A | 213 | $11,818.52 | $13,108.02 | $1,289.5 | 10.91% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 57.06 | $3,205.97 | $3,378.58 | $172.61 | 5.38% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,801 | $210,136.33 | $225,057.21 | $14,920.88 | 7.1% |
Darin Sadow Freestone Grove Partners LP | 279,467 | $16.97M | $17.22M | $251,570.25 | 1.48% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 5,621 | $311,758.39 | $346,703.28 | $34,944.89 | 11.21% |
Curtis Burkholder Bare Financial Services, Inc | 29 | $1,539.48 | $1,717.09 | $177.61 | 11.54% |