| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Kapusta First County Bank /CT/ | 4,063 | $526,981.28 | $891,747.24 | $364,765.96 | 69.22% |
Ian Wang Plato Investment Management Ltd | 8,338 | $1.45M | $1.8M | $350,131.79 | 24.16% |
John Shanley Aspect Partners, LLC | 1,539 | $240,520.36 | $329,699.97 | $89,179.61 | 37.08% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 91 | $18,995 | $19,559.54 | $564.54 | 2.97% |
Michael Ryan Michael S. Ryan, Inc. | 3,079 | $483,493.87 | $663,462.92 | $179,969.05 | 37.22% |
Nancy Smetek Arcataur Capital Management LLC | 855 | $210,518 | $184,620.15 | -$25,897.85 | -12.3% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,597 | $630,127.16 | $780,261.24 | $150,134.08 | 23.83% |
Bradley H. Owens LJI Wealth Management, LLC | 2,039 | $502,043 | $447,519.72 | -$54,523.28 | -10.86% |
Annmarie Young KPP Advisory Services LLC | 5,919 | $949,158.39 | $1.28M | $328,161.81 | 34.57% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 1,031 | $207,699.17 | $221,979.45 | $14,280.28 | 6.88% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1,538 | $340,556.23 | $331,900.4 | -$8,655.83 | -2.54% |
Invesco LLC INVESCO, LLC | 14,157 | $1.78M | $3.06M | $1.27M | 71.37% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 2,886 | $377,720.36 | $620,374.56 | $242,654.2 | 64.24% |
Norden Group LLC NORDEN GROUP LLC | 4,798 | $890,047.64 | $1.03M | $144,785 | 16.27% |
Elliot Kallen Prosperity Wealth Management, Inc. | 4,860 | $809,871.2 | $1.07M | $256,801.6 | 31.71% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 39,705 | $7.81M | $8.57M | $756,526.81 | 9.68% |
| AA Andrew Alkon EntryPoint Capital, LLC | 3,403 | $683,764.76 | $739,437.87 | $55,673.11 | 8.14% |
| BF Brian Falahee Delta Global Management LP | 65,621 | $13.6M | $14.16M | $560,632.99 | 4.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 33,375 | $6.76M | $7.2M | $445,798.81 | 6.6% |
Mathieu Cornu Pictet Asset Management Holding SA | 263,771 | $42.71M | $56.69M | $13.98M | 32.73% |