| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 107,647 | $19.46M | $25.39M | $5.93M | 30.5% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 21 | $4,103.65 | $4,738.86 | $635.21 | 15.48% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 20,456 | $3.51M | $4.8M | $1.28M | 36.49% |
Jae Cho Marex Group plc | 3,028 | $474,790.23 | $714,248.58 | $239,458.35 | 50.43% |
NICOLE MARTIN Arlington Trust Co LLC | 8 | $1,563 | $1,887.05 | $324.05 | 20.73% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,737 | $516,426.95 | $644,823.51 | $128,396.56 | 24.86% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 139 | $25,975.46 | $32,747.7 | $6,772.24 | 26.07% |
Syon Capital LLC SYON CAPITAL LLC | 2,746 | $483,688.44 | $646,943.87 | $163,255.43 | 33.75% |
Kevin Bresler TD Waterhouse Canada Inc. | 25,821 | $5.07M | $6.1M | $1.03M | 20.22% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,441 | $812,047.98 | $1.05M | $234,229.41 | 28.84% |
| AK Alisha Kamadia United Community Bank | 734 | $123,403.94 | $172,926.73 | $49,522.79 | 40.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,208 | $541,410.84 | $755,788.76 | $214,377.92 | 39.6% |
Robert Shea NEOS Investment Management LLC | 136,149 | $22.9M | $32.08M | $9.17M | 40.05% |
Amir Har-El Savvy Advisors, Inc. | 1,037 | $202,638 | $245,275.7 | $42,637.7 | 21.04% |
David W. Lewis Lewis Asset Management, LLC | 1,153 | $225,352 | $271,641.03 | $46,289.03 | 20.54% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,439 | $208,588.51 | $339,021.2 | $130,432.69 | 62.53% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 60 | $10,740.18 | $14,191.46 | $3,451.28 | 32.13% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 161 | $31,459 | $38,080.41 | $6,621.41 | 21.05% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 12,849 | $2.48M | $2.89M | $417,367.07 | 16.85% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 8,692 | $1.91M | $2.05M | $141,621.29 | 7.43% |