| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eugene Donato KENNEDY INVESTMENT GROUP | 22,247 | $1.38M | $1.77M | $391,963.3 | 28.46% |
Courtney Holt Compound Planning, Inc. | 3,667 | $305,767.41 | $291,049.79 | -$14,717.62 | -4.81% |
Katherine Stoner Empower Advisory Group, LLC | 139,606 | $11.46M | $11.08M | -$380,118.75 | -3.32% |
Nemes Rush Group LLC Nemes Rush Group LLC | 411 | $34,679.49 | $32,621.07 | -$2,058.42 | -5.94% |
John Shanley Aspect Partners, LLC | 2,300 | $140,759.8 | $182,919 | $42,159.2 | 29.95% |
Tony Macafee UniSuper Management Pty Ltd | 48,180 | $3.59M | $3.82M | $222,295.14 | 6.19% |
Invesco LLC INVESCO, LLC | 8,941 | $737,358.45 | $708,171.9 | -$29,186.55 | -3.96% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 10,069 | $847,608.38 | $810,554.5 | -$37,053.88 | -4.37% |
Peter Sigismondi Ramirez Asset Management, Inc. | 583 | $33,178.84 | $46,176.51 | $12,997.67 | 39.17% |
| AA Andrew Alkon EntryPoint Capital, LLC | 9,771 | $790,962 | $774,058.62 | -$16,903.38 | -2.14% |
Denise Reinert CGC Financial Services, LLC | 520 | $44,905.58 | $41,150.2 | -$3,755.38 | -8.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,441 | $904,907.81 | $899,720.24 | -$5,187.57 | -0.57% |
David Skalicky INSPIRE TRUST CO, N.A. | 23,000 | $1.8M | $1.82M | $19,110.17 | 1.06% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 8,626 | $769,525.46 | $683,222.33 | -$86,303.13 | -11.22% |
Mathieu Cornu Pictet Asset Management Holding SA | 3.6M | $278.91M | $285.06M | $6.15M | 2.21% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 7,338 | $486,311.9 | $581,206.29 | $94,894.39 | 19.51% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 37 | $2,366.55 | $2,981.46 | $614.91 | 25.98% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 30,137 | $2.06M | $2.38M | $314,388.26 | 15.25% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,676 | $115,893.4 | $132,772.72 | $16,879.32 | 14.56% |
NICOLE MARTIN Arlington Trust Co LLC | 58 | $4,695 | $4,594.76 | -$100.24 | -2.14% |