| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 12,540 | $494,412.63 | $512,008.2 | $17,595.57 | 3.56% |
Courtney Holt Compound Planning, Inc. | 5,652 | $254,014.32 | $230,771.16 | -$23,243.16 | -9.15% |
John Shanley Aspect Partners, LLC | 15 | $565.01 | $612.45 | $47.44 | 8.4% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 436 | $13,869.16 | $17,801.88 | $3,932.72 | 28.36% |
Tony Macafee UniSuper Management Pty Ltd | 47,985 | $2.25M | $1.95M | -$292,228.6 | -13% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 7,488 | $329,830.88 | $305,735.04 | -$24,095.84 | -7.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,798 | $524,878.48 | $440,882.34 | -$83,996.14 | -16% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.32M | $54.13M | $53.75M | -$378,825.71 | -0.7% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 39 | $1,534.73 | $1,592.37 | $57.64 | 3.76% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 93,621 | $3.94M | $3.82M | -$115,891.47 | -2.94% |
Jae Cho Marex Group plc | 7,667 | $302,003.24 | $312,353.58 | $10,350.34 | 3.43% |
NICOLE MARTIN Arlington Trust Co LLC | 160 | $6,302 | $6,532.8 | $230.8 | 3.66% |
Syon Capital LLC SYON CAPITAL LLC | 8,829 | $347,774.68 | $359,693.46 | $11,918.78 | 3.43% |
Kevin Bresler TD Waterhouse Canada Inc. | 746 | $27,971.62 | $30,459.18 | $2,487.56 | 8.89% |
| AK Alisha Kamadia United Community Bank | 14,088 | $596,400.94 | $579,580.32 | -$16,820.62 | -2.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,142 | $219,260 | $250,777.86 | $31,517.86 | 14.37% |
Robert Shea NEOS Investment Management LLC | 85,588 | $3.61M | $3.54M | -$69,389.82 | -1.92% |
Amir Har-El Savvy Advisors, Inc. | 6,842 | $313,052.99 | $279,358.86 | -$33,694.13 | -10.76% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 75 | $2,858 | $3,062.25 | $204.25 | 7.15% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 299 | $11,095.07 | $12,208.17 | $1,113.1 | 10.03% |