| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,233 | $671,262.48 | $914,551.04 | $243,288.56 | 36.24% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 504 | $121,127.14 | $139,419 | $18,291.86 | 15.1% |
Jae Cho Marex Group plc | 1,201 | $320,439 | $332,226.62 | $11,787.62 | 3.68% |
NICOLE MARTIN Arlington Trust Co LLC | 39 | $9,848.28 | $10,788.37 | $940.09 | 9.55% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,265 | $893,318.59 | $1.18M | $291,114.56 | 32.59% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 72 | $16,604.71 | $19,995.12 | $3,390.41 | 20.42% |
Syon Capital LLC SYON CAPITAL LLC | 1,592 | $406,774.14 | $442,114.32 | $35,340.18 | 8.69% |
Kevin Bresler TD Waterhouse Canada Inc. | 971 | $239,682.61 | $269,564.16 | $29,881.55 | 12.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,266 | $802,164.78 | $907,000.86 | $104,836.08 | 13.07% |
Robert Shea NEOS Investment Management LLC | 11,294 | $3.01M | $3.14M | $129,434.69 | 4.3% |
Benj Foor Frazier Financial Advisors, LLC | 100 | $22,355.34 | $27,771 | $5,415.66 | 24.23% |
Ann Keitner Quantum Portfolio Management LLC | 4,626 | $1.2M | $1.28M | $81,172.65 | 6.74% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 243 | $49,632.59 | $67,461.66 | $17,829.07 | 35.92% |
Jeffrey McGrath Cetera Trust Company, N.A | 20 | $4,470 | $5,554.2 | $1,084.2 | 24.26% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 102 | $27,215 | $28,317.24 | $1,102.24 | 4.05% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 825 | $216,571 | $232,600.5 | $16,029.5 | 7.4% |
Taylor Wagner Valued Wealth Advisors LLC | 5 | $1,121.5 | $1,388.1 | $266.6 | 23.77% |
Darin Sadow Freestone Grove Partners LP | 3,713 | $990,666 | $1.03M | $40,137.06 | 4.05% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 10,533 | $2.17M | $2.92M | $759,044.51 | 35.06% |
Keisuke Ichihara Rakuten Securities, Inc. | 6 | $1,549.2 | $1,661.4 | $112.2 | 7.24% |