| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HG Heather Greenwood Cobblestone Asset Management LLC | 838 | $240,442.54 | $290,136.55 | $49,694.01 | 20.67% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 513 | $85,456.46 | $172,834.83 | $87,378.37 | 102.25% |
Kevin Orr Centennial Bank/AR/ | 3,540 | $314,104.06 | $1.2M | $885,531.14 | 281.92% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 6,557 | $1.04M | $2.26M | $1.22M | 117.31% |
Jon Greer GSG Advisors LLC | 3,974 | $526,807.05 | $1.35M | $827,691.11 | 157.11% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 861,292 | $166.94M | $297.11M | $130.17M | 77.98% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 94,109 | $26.31M | $31.89M | $5.58M | 21.22% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 16,119 | $2.13M | $5.46M | $3.34M | 157.02% |
Jae Cho Marex Group plc | 611,471 | $215.92M | $210.56M | -$5.36M | -2.48% |
Jesse Steele Etesian Wealth Advisors, Inc. | 5,792 | $542,111.82 | $1.97M | $1.43M | 264.17% |
Kristy DeJarnette Financial Security Advisor, Inc. | 6,812 | $949,680.22 | $2.33M | $1.38M | 144.89% |
NICOLE MARTIN Arlington Trust Co LLC | 5,595 | $911,295.44 | $1.88M | $970,862.56 | 106.54% |
Chris Kleine Park Capital Management, LLC / WI | 2,265 | $431,340.72 | $770,213.25 | $338,872.53 | 78.56% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 9,238 | $2.1M | $3.19M | $1.09M | 51.61% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 219,739 | $35.83M | $75.76M | $39.93M | 111.46% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 12,649 | $3.13M | $4.36M | $1.23M | 39.31% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 34,812 | $8.35M | $11.8M | $3.44M | 41.24% |
MICHAEL DE LUZ Williams & Novak, LLC | 3,156 | $461,623.86 | $1.08M | $614,067.18 | 133.02% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 110,306 | $16.58M | $37.37M | $20.78M | 125.34% |
| KS Kristi Shields ROGCO, LP | 377 | $49,707.59 | $128,202.62 | $78,495.03 | 157.91% |