| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 5M | $148.54M | $206.31M | $57.76M | 38.89% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 68 | $2,012.27 | $2,902.24 | $889.97 | 44.23% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 17,816 | $682,075.41 | $735,622.64 | $53,547.23 | 7.85% |
NICOLE MARTIN Arlington Trust Co LLC | 35 | $1,633 | $1,491 | -$142 | -8.7% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 12,773 | $536,918.71 | $526,183.73 | -$10,734.98 | -2% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 7,903 | $218,830.1 | $336,075.07 | $117,244.97 | 53.58% |
Syon Capital LLC SYON CAPITAL LLC | 7,548 | $323,026.29 | $312,487.2 | -$10,539.09 | -3.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 11,420 | $528,979.84 | $487,405.6 | -$41,574.24 | -7.86% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,478 | $212,889 | $191,121.04 | -$21,767.96 | -10.23% |
Robert Shea NEOS Investment Management LLC | 78,900 | $3.36M | $3.36M | $3,321.89 | 0.1% |
James Rankin Modern Wealth Management, LLC | 8,643 | $272,547.49 | $357,042.33 | $84,494.84 | 31% |
Benj Foor Frazier Financial Advisors, LLC | 3,649 | $97,922.89 | $155,283.19 | $57,360.3 | 58.58% |
Ann Keitner Quantum Portfolio Management LLC | 10,402 | $419,120.8 | $442,032.99 | $22,912.19 | 5.47% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 157 | $7,465 | $6,710.96 | -$754.04 | -10.1% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 423 | $11,240.18 | $17,493.16 | $6,252.98 | 55.63% |
Taylor Wagner Valued Wealth Advisors LLC | 9 | $238.95 | $384.16 | $145.21 | 60.77% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 5,826 | $155,790.3 | $245,478.51 | $89,688.21 | 57.57% |
Curtis Burkholder Bare Financial Services, Inc | 9 | $420 | $371.25 | -$48.75 | -11.61% |
Joshua Stipcich Tidemark, LLC | 11 | $513 | $453.97 | -$59.03 | -11.51% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 78 | $3,257 | $3,222.18 | -$34.82 | -1.07% |