| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 2,760 | $532,014.75 | $775,877.4 | $243,862.65 | 45.84% |
Norden Group LLC NORDEN GROUP LLC | 1,320 | $299,385.21 | $371,184 | $71,798.79 | 23.98% |
Bradley Harsch Strategic Advocates LLC | 200 | $45,200 | $56,362 | $11,162 | 24.69% |
| AA Andrew Alkon EntryPoint Capital, LLC | 4,179 | $1.21M | $1.18M | -$38,440.95 | -3.16% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,105 | $265,575.91 | $324,881.06 | $59,305.15 | 22.33% |
Mathieu Cornu Pictet Asset Management Holding SA | 3,082 | $450,857.89 | $875,072.26 | $424,214.37 | 94.09% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $971.67 | $1,686.42 | $714.75 | 73.56% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,162 | $309,326.86 | $321,211.66 | $11,884.8 | 3.84% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,532 | $406,236.33 | $715,796.4 | $309,560.07 | 76.2% |
Kevin Bresler TD Waterhouse Canada Inc. | 2 | $589.5 | $562.14 | -$27.36 | -4.64% |
Curtis Burkholder Bare Financial Services, Inc | 83 | $22,054.72 | $23,566.19 | $1,511.47 | 6.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 380 | $72,712.6 | $111,723.8 | $39,011.2 | 53.65% |
Alan Gilmore Private Wealth Management Group, LLC | 9 | $1,411 | $2,555.37 | $1,144.37 | 81.1% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 4,156 | $700,141.38 | $1.18M | $479,871.7 | 68.54% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 11 | $1,782 | $3,077.19 | $1,295.19 | 72.68% |
Ashley Meredith Abel Hall, LLC | 1,184 | $300,179.11 | $327,672 | $27,492.89 | 9.16% |
Gregg L. Kudisch Gallo Partners, LP | 2,650 | $998,865 | $749,022.47 | -$249,842.53 | -25.01% |
David Maxey Heritage Family Offices, LLP | 753 | $126,500.98 | $210,742.11 | $84,241.13 | 66.59% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 900 | $148,536 | $251,779.5 | $103,243.5 | 69.51% |
| HAS Hayley A. Snell LRI Investments, LLC | 16 | $2,700.32 | $4,542.88 | $1,842.56 | 68.23% |