| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 17,645 | $1.48M | $1.92M | $438,802.44 | 29.57% |
Mathieu Cornu Pictet Asset Management Holding SA | 129,462 | $9.96M | $14.11M | $4.14M | 41.57% |
Marilou Davido WFA Asset Management Corp | 548 | $46,527.13 | $58,986.72 | $12,459.59 | 26.78% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 36 | $2,847.2 | $3,915 | $1,067.8 | 37.5% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,756 | $449,666.77 | $621,820.68 | $172,153.91 | 38.28% |
NICOLE MARTIN Arlington Trust Co LLC | 5 | $451 | $534.85 | $83.85 | 18.59% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,377 | $583,364.67 | $693,052.36 | $109,687.69 | 18.8% |
Syon Capital LLC SYON CAPITAL LLC | 9,140 | $727,770.63 | $985,840.4 | $258,069.77 | 35.46% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,539 | $359,557.5 | $486,853.14 | $127,295.64 | 35.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,326 | $538,528.13 | $689,280.96 | $150,752.83 | 27.99% |
Robert Shea NEOS Investment Management LLC | 32,333 | $2.72M | $3.47M | $751,266.02 | 27.65% |
James Rankin Modern Wealth Management, LLC | 15,883 | $1.29M | $1.72M | $423,818.59 | 32.79% |
David Vollmer PFS Partners, LLC | 126 | $10,060.87 | $13,514.76 | $3,453.89 | 34.33% |
Benj Foor Frazier Financial Advisors, LLC | 208 | $16,523.8 | $22,310.08 | $5,786.28 | 35.02% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 152 | $16,383 | $16,360.52 | -$22.48 | -0.14% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 192 | $15,391.62 | $20,722.56 | $5,330.94 | 34.64% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,378 | $198,988.7 | $259,106.88 | $60,118.18 | 30.21% |
Taylor Wagner Valued Wealth Advisors LLC | 54 | $5,146.97 | $5,810.13 | $663.16 | 12.88% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 7,626 | $601,508.24 | $824,408.73 | $222,900.49 | 37.06% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 3,821 | $300,597.33 | $413,647.32 | $113,049.99 | 37.61% |