| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KH Kathleen Hartung Borer Denton & Associates, Inc. | 4,618 | $230,585.29 | $277,865.06 | $47,279.77 | 20.5% |
Mathieu Cornu Pictet Asset Management Holding SA | 25,871 | $1.31M | $1.56M | $243,499.22 | 18.54% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 542 | $26,398.76 | $32,612.14 | $6,213.38 | 23.54% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,182 | $242,341 | $191,460.94 | -$50,880.06 | -21% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 423 | $20,549.56 | $25,786.08 | $5,236.52 | 25.48% |
Jae Cho Marex Group plc | 9,156 | $697,321.1 | $573,623.4 | -$123,697.7 | -17.74% |
NICOLE MARTIN Arlington Trust Co LLC | 44 | $2,220.48 | $2,647.48 | $427 | 19.23% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,973 | $617,808 | $419,565.41 | -$198,242.59 | -32.09% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 11,066 | $537,587.58 | $665,841.22 | $128,253.64 | 23.86% |
| KS Kristi Shields ROGCO, LP | 3 | $228 | $180.51 | -$47.49 | -20.83% |
Syon Capital LLC SYON CAPITAL LLC | 2,502 | $221,677 | $156,750.3 | -$64,926.7 | -29.29% |
Kevin Bresler TD Waterhouse Canada Inc. | 60,733 | $2.95M | $3.65M | $703,895.61 | 23.86% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 7 | $340.17 | $421.19 | $81.02 | 23.82% |
| AK Alisha Kamadia United Community Bank | 161 | $7,821.77 | $10,477.16 | $2,655.39 | 33.95% |
Greg Werlinich Werlinich Asset Management, LLC | 9,375 | $458,062 | $564,093.75 | $106,031.75 | 23.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,224 | $506,974.9 | $615,178.08 | $108,203.18 | 21.34% |
James Rankin Modern Wealth Management, LLC | 18,509 | $899,167.18 | $1.16M | $260,421.67 | 28.96% |
David Vollmer PFS Partners, LLC | 2,018 | $98,170.5 | $121,423.06 | $23,252.56 | 23.69% |
Benj Foor Frazier Financial Advisors, LLC | 25 | $1,435.28 | $1,524 | $88.72 | 6.18% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 67 | $5,936 | $4,370.07 | -$1,565.93 | -26.38% |