| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 39,997 | $771,267.39 | $903,532.23 | $132,264.84 | 17.15% |
Thomas Dobbins New Republic Capital, LLC | 18,093 | $417,054 | $396,146.23 | -$20,907.77 | -5.01% |
Norden Group LLC NORDEN GROUP LLC | 28,939 | $528,546.76 | $653,732.01 | $125,185.25 | 23.68% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 24,774 | $487,868.86 | $559,644.66 | $71,775.8 | 14.71% |
Christopher C. Powers Farther Finance Advisors, LLC | 61,536 | $1.22M | $1.39M | $168,035.59 | 13.75% |
Mathieu Cornu Pictet Asset Management Holding SA | 523,013 | $6.8M | $11.81M | $5.01M | 73.67% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 130 | $1,967.77 | $2,936.7 | $968.93 | 49.24% |
NICOLE MARTIN Arlington Trust Co LLC | 112 | $2,246 | $2,530.08 | $284.08 | 12.65% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 520,425 | $12M | $11.76M | -$239,396.23 | -2% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 37,024 | $535,203.48 | $841,555.52 | $306,352.04 | 57.24% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 792,299 | $13.58M | $17.9M | $4.32M | 31.8% |
Syon Capital LLC SYON CAPITAL LLC | 11,413 | $229,487.96 | $266,037.03 | $36,549.07 | 15.93% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,145 | $71,639.15 | $93,635.55 | $21,996.4 | 30.7% |
| MC Megan Claucherty Kodai Capital Management LP | 2.84M | $47.24M | $64.06M | $16.82M | 35.6% |
| AK Alisha Kamadia United Community Bank | 1,412 | $26,390.13 | $32,320.68 | $5,930.55 | 22.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 224,119 | $4.6M | $5.06M | $459,888.72 | 9.99% |
Robert Shea NEOS Investment Management LLC | 156,309 | $2.77M | $3.55M | $777,624.52 | 28.08% |
James Rankin Modern Wealth Management, LLC | 15,780 | $330,430.16 | $367,831.8 | $37,401.64 | 11.32% |
Benj Foor Frazier Financial Advisors, LLC | 83 | $1,666 | $1,886.59 | $220.59 | 13.24% |
Amir Har-El Savvy Advisors, Inc. | 11,942 | $208,220.48 | $269,769.78 | $61,549.3 | 29.56% |