| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AA Andrew Alkon EntryPoint Capital, LLC | 5,341 | $443,036.03 | $582,409.34 | $139,373.31 | 31.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,101 | $1.77M | $1.81M | $37,361.97 | 2.11% |
Peter David N Soliman Second Line Capital, LLC | 1,657 | $169,245.98 | $189,892.2 | $20,646.22 | 12.2% |
David Skalicky INSPIRE TRUST CO, N.A. | 15,500 | $1.38M | $1.74M | $365,194.67 | 26.5% |
Mathieu Cornu Pictet Asset Management Holding SA | 817,622 | $52.63M | $92.13M | $39.5M | 75.06% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 71,225 | $5.83M | $7.94M | $2.11M | 36.28% |
Jae Cho Marex Group plc | 7,987 | $912,795.85 | $887,475.5 | -$25,320.35 | -2.77% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,505 | $200,924.2 | $282,037.95 | $81,113.75 | 40.37% |
Syon Capital LLC SYON CAPITAL LLC | 8,540 | $854,642.4 | $946,402.8 | $91,760.4 | 10.74% |
Kevin Bresler TD Waterhouse Canada Inc. | 9,519 | $975,550.61 | $1.07M | $97,050.31 | 9.95% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,696 | $248,355.55 | $298,878.56 | $50,523.01 | 20.34% |
Greg Werlinich Werlinich Asset Management, LLC | 51,982 | $1.95M | $5.77M | $3.82M | 196.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,121 | $1.15M | $1.25M | $102,631.47 | 8.92% |
Robert Shea NEOS Investment Management LLC | 110,692 | $10.86M | $12.27M | $1.41M | 12.97% |
Savoie Capital LLC Savoie Capital LLC | 11,545 | $1.37M | $1.29M | -$84,970.85 | -6.19% |
David Vollmer PFS Partners, LLC | 300 | $17,230.44 | $33,258 | $16,027.56 | 93.02% |
Amir Har-El Savvy Advisors, Inc. | 2,891 | $326,535.42 | $322,346.5 | -$4,188.92 | -1.28% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 17 | $2,147 | $1,857.59 | -$289.41 | -13.48% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,825 | $230,516 | $202,319.5 | -$28,196.5 | -12.23% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 82 | $8,586.44 | $9,102.41 | $515.97 | 6.01% |