| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 42,465 | $3.55M | $3.97M | $418,826.56 | 11.79% |
David Skalicky INSPIRE TRUST CO, N.A. | 20,000 | $1.68M | $1.86M | $177,770.56 | 10.57% |
Mukunda Loprinzi Meketa Capital, LLC | 4,459 | $447,684 | $414,464.05 | -$33,219.95 | -7.42% |
Mathieu Cornu Pictet Asset Management Holding SA | 349,261 | $30.78M | $32.42M | $1.64M | 5.31% |
Marilou Davido WFA Asset Management Corp | 372 | $22,021.81 | $34,529.04 | $12,507.23 | 56.79% |
Dina Fliss Global View Capital Management LLC | 4,626 | $337,559.39 | $429,986.7 | $92,427.31 | 27.38% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 50 | $3,993.94 | $4,545 | $551.06 | 13.8% |
Kevin Orr Centennial Bank/AR/ | 1,819 | $122,119.37 | $168,839.58 | $46,720.21 | 38.26% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 20,899 | $1.73M | $1.95M | $217,947.64 | 12.57% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 267 | $19,624.48 | $24,782.94 | $5,158.46 | 26.29% |
NICOLE MARTIN Arlington Trust Co LLC | 102 | $9,220 | $9,467.64 | $247.64 | 2.69% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 41,879 | $3.16M | $3.88M | $726,084.77 | 23% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,154 | $169,993.6 | $199,740.42 | $29,746.82 | 17.5% |
Syon Capital LLC SYON CAPITAL LLC | 15,655 | $1.15M | $1.45M | $299,009.97 | 25.94% |
Kevin Bresler TD Waterhouse Canada Inc. | 14,383 | $1.23M | $1.34M | $101,744.76 | 8.24% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 354 | $25,831.38 | $32,858.28 | $7,026.9 | 27.2% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,482 | $418,864.43 | $508,345.86 | $89,481.43 | 21.36% |
| AK Alisha Kamadia United Community Bank | 17,718 | $1.31M | $1.64M | $337,530.51 | 25.86% |
Courtney Haddad Concurrent Investment Advisors, LLC | 162,449 | $12.79M | $15.06M | $2.27M | 17.74% |
Robert Shea NEOS Investment Management LLC | 347,088 | $29.98M | $32.19M | $2.21M | 7.37% |