| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 58,407 | $10.68M | $12.05M | $1.37M | 12.83% |
Jae Cho Marex Group plc | 4,642 | $983,746.22 | $957,458.87 | -$26,287.35 | -2.67% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,698 | $1.02M | $969,009.43 | -$49,235.75 | -4.84% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,406 | $458,168.32 | $496,261.54 | $38,093.22 | 8.31% |
Syon Capital LLC SYON CAPITAL LLC | 3,530 | $624,932.67 | $728,097.76 | $103,165.09 | 16.51% |
Kevin Bresler TD Waterhouse Canada Inc. | 7,607 | $1.32M | $1.57M | $246,919.57 | 18.68% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,220 | $274,999.87 | $251,637.19 | -$23,362.68 | -8.5% |
| AK Alisha Kamadia United Community Bank | 1,580 | $260,308.75 | $325,890.78 | $65,582.03 | 25.19% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,238 | $2.55M | $2.52M | -$27,391.54 | -1.07% |
Robert Shea NEOS Investment Management LLC | 28,569 | $5.74M | $5.89M | $147,927.17 | 2.58% |
Benj Foor Frazier Financial Advisors, LLC | 50 | $11,569 | $10,313 | -$1,256 | -10.86% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 347 | $66,927.62 | $71,572.22 | $4,644.6 | 6.94% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 136 | $23,193 | $28,051.36 | $4,858.36 | 20.95% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,569 | $321,745.16 | $323,621.92 | $1,876.76 | 0.58% |
Taylor Wagner Valued Wealth Advisors LLC | 2 | $423 | $412.52 | -$10.48 | -2.48% |
Darin Sadow Freestone Grove Partners LP | 203,851 | $34.76M | $42.05M | $7.28M | 20.95% |
Curtis Burkholder Bare Financial Services, Inc | 18 | $3,302.02 | $3,712.68 | $410.66 | 12.44% |
Keisuke Ichihara Rakuten Securities, Inc. | 10 | $1,759.5 | $2,062.6 | $303.1 | 17.23% |
Rob Dainard Hara Capital LLC | 440 | $81,633.36 | $90,754.4 | $9,121.04 | 11.17% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 132 | $22,511 | $27,226.32 | $4,715.32 | 20.95% |