| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 253 | $54,999.95 | $59,212.12 | $4,212.17 | 7.66% |
Jill Batley Gateway Wealth Partners LLC | 3,106 | $636,402.05 | $723,169.98 | $86,767.93 | 13.63% |
| SJC Steven J. Chapman Perbak Capital Partners LLP | 10,156 | $2.17M | $2.36M | $196,576.39 | 9.07% |
| JG Jacob Going Alpine Bank Wealth Management | 1,287 | $273,127 | $298,886.44 | $25,759.44 | 9.43% |
Alexandra Stickelman Root Financial Partners, LLC | 276 | $59,842.13 | $64,106.52 | $4,264.39 | 7.13% |
Able Financial Group LLC ABLE Financial Group, LLC | 2,058 | $424,421.31 | $477,939.63 | $53,518.32 | 12.61% |
Courtney Holt Compound Planning, Inc. | 2,629 | $487,738.05 | $610,637.83 | $122,899.78 | 25.2% |
John Shanley Aspect Partners, LLC | 20 | $3,344.6 | $4,680.8 | $1,336.2 | 39.95% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,184 | $244,324.86 | $274,522.24 | $30,197.38 | 12.36% |
Tony Macafee UniSuper Management Pty Ltd | 59,598 | $11.62M | $13.81M | $2.19M | 18.87% |
John Hayes LongView Wealth Management | 2,506 | $460,961.46 | $584,073.44 | $123,111.98 | 26.71% |
Andrew Halac Talon Private Wealth, LLC | 9,309 | $1.86M | $2.16M | $300,790.03 | 16.19% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 2,153 | $428,555.33 | $486,061.28 | $57,505.95 | 13.42% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,733 | $339,797.99 | $403,910.32 | $64,112.33 | 18.87% |
Mathieu Cornu Pictet Asset Management Holding SA | 328,650 | $53.71M | $76.33M | $22.61M | 42.1% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 12,566 | $2.31M | $2.91M | $603,691.14 | 26.14% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 20 | $3,352.91 | $4,556.15 | $1,203.24 | 35.89% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 54,259 | $10.8M | $12.52M | $1.71M | 15.86% |
NICOLE MARTIN Arlington Trust Co LLC | 62 | $12,840.03 | $14,398.88 | $1,558.85 | 12.14% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,413 | $757,169.29 | $793,727.28 | $36,557.99 | 4.83% |