| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Skalicky INSPIRE TRUST CO, N.A. | 107,000 | $5.66M | $6.46M | $795,488.78 | 14.05% |
Mathieu Cornu Pictet Asset Management Holding SA | 250,042 | $15.25M | $15.17M | -$76,257.99 | -0.5% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 58 | $3,126.64 | $3,618.04 | $491.4 | 15.72% |
Kevin Orr Centennial Bank/AR/ | 29 | $1,826.72 | $1,793.94 | -$32.78 | -1.79% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 24,358 | $1.3M | $1.48M | $178,720.66 | 13.78% |
Jae Cho Marex Group plc | 38,680 | $1.88M | $2.34M | $465,900.2 | 24.8% |
NICOLE MARTIN Arlington Trust Co LLC | 22 | $1,430 | $1,371.37 | -$58.63 | -4.1% |
Syon Capital LLC SYON CAPITAL LLC | 25,796 | $1.55M | $1.56M | $14,909.42 | 0.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 92,759 | $5.38M | $5.79M | $401,615.47 | 7.46% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,143 | $664,416.21 | $819,860.34 | $155,444.13 | 23.4% |
Mark Petersen Prosperitas Financial LLC | 75,304 | $3.76M | $4.56M | $796,948.96 | 21.18% |
Robert Shea NEOS Investment Management LLC | 118,916 | $5.98M | $7.41M | $1.43M | 23.91% |
James Rankin Modern Wealth Management, LLC | 9,937 | $452,020.4 | $603,623.06 | $151,602.66 | 33.54% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 419,153 | $20.63M | $25.61M | $4.98M | 24.16% |
Benj Foor Frazier Financial Advisors, LLC | 46 | $2,981 | $2,868.33 | -$112.67 | -3.78% |
Amir Har-El Savvy Advisors, Inc. | 9,956 | $647,164.55 | $602,786.02 | -$44,378.53 | -6.86% |
Ann Keitner Quantum Portfolio Management LLC | 5,303 | $257,567 | $330,111.75 | $72,544.75 | 28.17% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 352 | $17,097 | $21,978.88 | $4,881.88 | 28.55% |
Owen McCabe Tyche Wealth Partners LLC | 4,149 | $269,657.33 | $256,511.92 | -$13,145.41 | -4.87% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 54 | $2,730.56 | $3,280.71 | $550.15 | 20.15% |