| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Monaco Dechtman Wealth Management, LLC | 7,079 | $212,859.38 | $217,856.22 | $4,996.84 | 2.35% |
| AA Andrew Alkon EntryPoint Capital, LLC | 9,448 | $207,289 | $292,699.04 | $85,410.04 | 41.2% |
Christopher C. Powers Farther Finance Advisors, LLC | 63,083 | $1.76M | $1.95M | $186,636.05 | 10.61% |
Mathieu Cornu Pictet Asset Management Holding SA | 398,809 | $12.05M | $12.3M | $252,081.59 | 2.09% |
Marilou Davido WFA Asset Management Corp | 300 | $9,066 | $9,138 | $72 | 0.79% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 90 | $2,132.34 | $2,777.4 | $645.06 | 30.25% |
Kevin Orr Centennial Bank/AR/ | 18,220 | $489,571.53 | $554,981.2 | $65,409.67 | 13.36% |
Mitch S Zides Constant Guidance Financial LLC | 45,251 | $992,807 | $1.39M | $400,471.29 | 40.34% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 94,002 | $2.29M | $2.88M | $581,021.71 | 25.33% |
Jae Cho Marex Group plc | 24,447 | $536,367 | $751,745.25 | $215,378.25 | 40.16% |
NICOLE MARTIN Arlington Trust Co LLC | 54 | $1,037 | $1,669.95 | $632.95 | 61.04% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 102,224 | $2.57M | $3.14M | $571,552.48 | 22.21% |
Syon Capital LLC SYON CAPITAL LLC | 15,292 | $340,103.04 | $469,235.02 | $129,131.98 | 37.97% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,277 | $91,564.14 | $101,095.45 | $9,531.31 | 10.41% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,897 | $48,753 | $57,782.62 | $9,029.62 | 18.52% |
| AK Alisha Kamadia United Community Bank | 3,908 | $91,342.51 | $119,037.68 | $27,695.17 | 30.32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,712 | $603,637.38 | $762,365.2 | $158,727.82 | 26.3% |
Mark Petersen Prosperitas Financial LLC | 11,509 | $252,512 | $356,721.45 | $104,209.45 | 41.27% |
Robert Shea NEOS Investment Management LLC | 151,283 | $4.14M | $4.61M | $468,186.58 | 11.31% |
James Rankin Modern Wealth Management, LLC | 38,519 | $1.22M | $1.18M | -$39,161.45 | -3.21% |