| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,933 | $500,654.84 | $594,167.14 | $93,512.3 | 18.68% |
Courtney Holt Compound Planning, Inc. | 1,986 | $335,183.48 | $412,571.64 | $77,388.16 | 23.09% |
Katherine Stoner Empower Advisory Group, LLC | 1,351 | $195,786.57 | $272,976.3 | $77,189.73 | 39.43% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2 | $288.78 | $416.22 | $127.44 | 44.13% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,558 | $516,399.95 | $740,633.28 | $224,233.33 | 43.42% |
Peter Sigismondi Ramirez Asset Management, Inc. | 100 | $16,877 | $20,247 | $3,370 | 19.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,666 | $1.74M | $2.21M | $474,469.17 | 27.3% |
Mathieu Cornu Pictet Asset Management Holding SA | 54,950 | $9.58M | $11.4M | $1.81M | 18.93% |
Marilou Davido WFA Asset Management Corp | 412 | $62,769.64 | $83,846.12 | $21,076.48 | 33.58% |
Kevin Orr Centennial Bank/AR/ | 75 | $9,846.43 | $15,172.5 | $5,326.07 | 54.09% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,291 | $217,985.6 | $268,082.6 | $50,097 | 22.98% |
Syon Capital LLC SYON CAPITAL LLC | 1,434 | $242,098.31 | $298,709.37 | $56,611.06 | 23.38% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,668 | $281,508.39 | $345,959.88 | $64,451.49 | 22.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 41,899 | $6.97M | $8.69M | $1.72M | 24.62% |
James Rankin Modern Wealth Management, LLC | 1,204 | $203,238.82 | $250,985.84 | $47,747.02 | 23.49% |
KKM Financial LLC KKM Financial LLC | 11,454 | $2.06M | $2.33M | $273,329.42 | 13.26% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,350 | $1.09M | $1.29M | $198,703.84 | 18.2% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,125 | $213,964 | $229,117.5 | $15,153.5 | 7.08% |
Amir Har-El Savvy Advisors, Inc. | 1,239 | $235,649 | $257,402.25 | $21,753.25 | 9.23% |
Owen McCabe Tyche Wealth Partners LLC | 3,071 | $426,256.06 | $621,601.11 | $195,345.05 | 45.83% |