| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Healy PFW Advisors LLC | 5,536 | $478,020.64 | $582,553.28 | $104,532.64 | 21.87% |
Thomas Dobbins New Republic Capital, LLC | 3,757 | $323,660.5 | $379,795.11 | $56,134.61 | 17.34% |
Norden Group LLC NORDEN GROUP LLC | 2,118 | $213,635 | $222,877.14 | $9,242.14 | 4.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,730 | $259,479.72 | $287,277.9 | $27,798.18 | 10.71% |
Mathieu Cornu Pictet Asset Management Holding SA | 78,470 | $6.75M | $8.26M | $1.51M | 22.32% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 20 | $1,752.8 | $2,104.6 | $351.8 | 20.07% |
Jae Cho Marex Group plc | 5,300 | $493,377.12 | $572,453.01 | $79,075.89 | 16.03% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 6,400 | $551,296 | $683,712 | $132,416 | 24.02% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16,908 | $1.46M | $1.78M | $320,120.44 | 21.94% |
| MC Megan Claucherty Kodai Capital Management LP | 53,182 | $5.64M | $5.6M | -$43,077.14 | -0.76% |
Courtney Haddad Concurrent Investment Advisors, LLC | 20,792 | $1.79M | $2.19M | $396,925.16 | 22.16% |
Amir Har-El Savvy Advisors, Inc. | 2,511 | $216,313 | $264,232.53 | $47,919.53 | 22.15% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,149 | $115,911 | $120,909.27 | $4,998.27 | 4.31% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 595 | $57,551.02 | $62,611.85 | $5,060.83 | 8.79% |
Jeffrey McGrath Cetera Trust Company, N.A | 3,269 | $329,777 | $349,227.27 | $19,450.27 | 5.9% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,513 | $216,660.36 | $264,442.99 | $47,782.63 | 22.05% |
Taylor Wagner Valued Wealth Advisors LLC | 2 | $173 | $210.46 | $37.46 | 21.65% |
Curtis Burkholder Bare Financial Services, Inc | 22 | $1,895.24 | $2,315.06 | $419.82 | 22.15% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,293 | $108,167 | $138,131.19 | $29,964.19 | 27.7% |
Matthew Stead Sachetta, LLC | 63 | $5,574.89 | $6,629.49 | $1,054.6 | 18.92% |