| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 97,006 | $6.6M | $7.75M | $1.16M | 17.56% |
NICOLE MARTIN Arlington Trust Co LLC | 70 | $4,556 | $5,595.8 | $1,039.8 | 22.82% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,225 | $438,553.34 | $497,626.5 | $59,073.16 | 13.47% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 918 | $56,225.44 | $73,384.92 | $17,159.48 | 30.52% |
Syon Capital LLC SYON CAPITAL LLC | 357,847 | $22.38M | $28.61M | $6.22M | 27.8% |
Kevin Bresler TD Waterhouse Canada Inc. | 9,007 | $586,265.56 | $720,019.58 | $133,754.02 | 22.81% |
| MC Megan Claucherty Kodai Capital Management LP | 452,167 | $29.16M | $36.15M | $6.99M | 23.96% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,912 | $290,570.24 | $312,725.28 | $22,155.04 | 7.62% |
Courtney Haddad Concurrent Investment Advisors, LLC | 23,542 | $1.53M | $1.88M | $352,043.59 | 23.01% |
Robert Shea NEOS Investment Management LLC | 78,591 | $5.56M | $6.28M | $727,455.21 | 13.1% |
David Vollmer PFS Partners, LLC | 200 | $11,870.17 | $15,988 | $4,117.83 | 34.69% |
Amir Har-El Savvy Advisors, Inc. | 4,643 | $322,759.8 | $371,161.42 | $48,401.62 | 15% |
Ann Keitner Quantum Portfolio Management LLC | 4,821 | $295,757.57 | $385,390.74 | $89,633.17 | 30.31% |
United Advisor Group LLC United Advisor Group, LLC | 6,682 | $482,908.27 | $534,159.08 | $51,250.81 | 10.61% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 43 | $3,326 | $3,437.42 | $111.42 | 3.35% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 470 | $28,285 | $37,571.8 | $9,286.8 | 32.83% |
Darin Sadow Freestone Grove Partners LP | 209,785 | $13.65M | $16.77M | $3.12M | 22.81% |
Curtis Burkholder Bare Financial Services, Inc | 18 | $1,171.85 | $1,438.92 | $267.07 | 22.79% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,147 | $73,970.09 | $91,691.18 | $17,721.09 | 23.96% |
Joshua Stipcich Tidemark, LLC | 274 | $21,195.01 | $21,903.56 | $708.55 | 3.34% |