| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Denise Reinert CGC Financial Services, LLC | 423 | $7,339 | $7,410.96 | $71.96 | 0.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 26,824 | $384,444.3 | $469,956.48 | $85,512.18 | 22.24% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.16M | $14.87M | $20.41M | $5.54M | 37.25% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 142,918 | $2.17M | $2.5M | $330,025.67 | 15.18% |
NICOLE MARTIN Arlington Trust Co LLC | 116 | $1,815 | $2,033.48 | $218.48 | 12.04% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 49,214 | $526,451.74 | $862,721.42 | $336,269.68 | 63.87% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,226 | $37,177.52 | $38,999.52 | $1,822 | 4.9% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 14,071 | $248,001.14 | $246,523.92 | -$1,477.22 | -0.6% |
Syon Capital LLC SYON CAPITAL LLC | 18,636 | $318,416.35 | $326,502.72 | $8,086.37 | 2.54% |
Kevin Bresler TD Waterhouse Canada Inc. | 623 | $9,881 | $10,914.96 | $1,033.96 | 10.46% |
| AK Alisha Kamadia United Community Bank | 1,297 | $19,218.13 | $22,723.44 | $3,505.31 | 18.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 183,237 | $2.95M | $3.21M | $261,546.58 | 8.86% |
Robert Shea NEOS Investment Management LLC | 291,095 | $4.58M | $5.1M | $521,862.72 | 11.39% |
RENEE PILKENTON Exchange Bank | 38,024 | $409,899.24 | $666,560.72 | $256,661.48 | 62.62% |
David Vollmer PFS Partners, LLC | 148 | $2,556 | $2,592.96 | $36.96 | 1.45% |
Benj Foor Frazier Financial Advisors, LLC | 324 | $5,280.17 | $5,676.48 | $396.31 | 7.51% |
Amir Har-El Savvy Advisors, Inc. | 12,366 | $193,526 | $216,652.32 | $23,126.32 | 11.95% |
Ann Keitner Quantum Portfolio Management LLC | 10,000 | $156,500 | $175,200 | $18,700 | 11.95% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 12,354 | $214,279.36 | $216,565.62 | $2,286.26 | 1.07% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,138 | $14,660.98 | $19,949.14 | $5,288.16 | 36.07% |