| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Healy PFW Advisors LLC | 12,707 | $867,520.66 | $811,596.09 | -$55,924.57 | -6.45% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 14,163 | $815,916.17 | $904,590.81 | $88,674.64 | 10.87% |
John Hayes LongView Wealth Management | 3,576 | $211,046.57 | $228,399.12 | $17,352.55 | 8.22% |
Norden Group LLC NORDEN GROUP LLC | 7,918 | $460,981.61 | $505,722.66 | $44,741.05 | 9.71% |
Elliot Kallen Prosperity Wealth Management, Inc. | 3,975 | $251,973.84 | $253,883.25 | $1,909.41 | 0.76% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 16,871 | $957,864.23 | $1.08M | $119,686.54 | 12.5% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 5,615 | $327,060.71 | $358,630.05 | $31,569.34 | 9.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 44,912 | $2.65M | $2.87M | $222,621.03 | 8.41% |
David Skalicky INSPIRE TRUST CO, N.A. | 34,000 | $1.9M | $2.13M | $231,374.3 | 12.17% |
Mathieu Cornu Pictet Asset Management Holding SA | 435,907 | $22.72M | $27.84M | $5.12M | 22.53% |
Kevin Orr Centennial Bank/AR/ | 966 | $51,594 | $60,384.66 | $8,790.66 | 17.04% |
Mitch S Zides Constant Guidance Financial LLC | 13,802 | $855,172 | $863,867.18 | $8,695.18 | 1.02% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 74,782 | $4.21M | $4.78M | $563,637.29 | 13.38% |
NICOLE MARTIN Arlington Trust Co LLC | 24 | $1,468 | $1,532.88 | $64.88 | 4.42% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16,850 | $909,970.26 | $1.08M | $166,239.24 | 18.27% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,408 | $198,111.91 | $213,034.08 | $14,922.17 | 7.53% |
Syon Capital LLC SYON CAPITAL LLC | 3,652 | $220,561.8 | $229,126.48 | $8,564.68 | 3.88% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,797 | $538,738.98 | $561,864.39 | $23,125.41 | 4.29% |
Brian Glenn Premier Path Wealth Partners, LLC | 7,351 | $425,327.32 | $469,508.37 | $44,181.05 | 10.39% |
| AK Alisha Kamadia United Community Bank | 22 | $1,175.02 | $1,376.98 | $201.96 | 17.19% |