| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AA Andrew Alkon EntryPoint Capital, LLC | 6,803 | $410,697.18 | $507,775.92 | $97,078.74 | 23.64% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,211 | $751,493.38 | $872,842.28 | $121,348.9 | 16.15% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 699 | $44,358.54 | $52,173.36 | $7,814.82 | 17.62% |
Mathieu Cornu Pictet Asset Management Holding SA | 2.5M | $163.7M | $178.71M | $15M | 9.16% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 35 | $2,317.92 | $2,501.8 | $183.88 | 7.93% |
Kevin Orr Centennial Bank/AR/ | 200 | $13,908.31 | $15,501 | $1,592.69 | 11.45% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 42,876 | $3.48M | $3.06M | -$410,334.74 | -11.81% |
NICOLE MARTIN Arlington Trust Co LLC | 68 | $4,105 | $4,860.64 | $755.64 | 18.41% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,617 | $820,800.14 | $758,903.16 | -$61,896.98 | -7.54% |
Syon Capital LLC SYON CAPITAL LLC | 21,247 | $1.5M | $1.58M | $80,365.09 | 5.36% |
Florian Peters denkapparat Operations GmbH | 8,874 | $722,077 | $684,007.94 | -$38,069.06 | -5.27% |
Kevin Bresler TD Waterhouse Canada Inc. | 183,135 | $12.66M | $13.09M | $433,083.07 | 3.42% |
| AK Alisha Kamadia United Community Bank | 1,850 | $129,850.61 | $138,084 | $8,233.39 | 6.34% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,446 | $814,305.45 | $889,640.08 | $75,334.63 | 9.25% |
Robert Shea NEOS Investment Management LLC | 32,769 | $2.29M | $2.45M | $160,864.91 | 7.03% |
KKM Financial LLC KKM Financial LLC | 104,516 | $7.57M | $7.77M | $194,386.13 | 2.57% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,994 | $335,256 | $285,491.12 | -$49,764.88 | -14.84% |
Amir Har-El Savvy Advisors, Inc. | 4,578 | $290,138.98 | $327,235.44 | $37,096.46 | 12.79% |
Ann Keitner Quantum Portfolio Management LLC | 1,530 | $124,496 | $113,724.9 | -$10,771.1 | -8.65% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 75 | $6,103 | $5,361 | -$742 | -12.16% |