| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Orr Centennial Bank/AR/ | 155 | $11,849.74 | $13,064.95 | $1,215.21 | 10.26% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 17,960 | $1.21M | $1.53M | $325,870.9 | 27.04% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 9,376 | $720,926.44 | $789,552.96 | $68,626.52 | 9.52% |
NICOLE MARTIN Arlington Trust Co LLC | 626 | $41,347.35 | $53,360.24 | $12,012.89 | 29.05% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,004 | $389,037.6 | $426,540.96 | $37,503.36 | 9.64% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 22,297 | $1.72M | $1.88M | $161,515.41 | 9.4% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 9,907 | $725,617.48 | $844,472.68 | $118,855.2 | 16.38% |
| KS Kristi Shields ROGCO, LP | 8,492 | $688,801.64 | $723,858.08 | $35,056.44 | 5.09% |
Syon Capital LLC SYON CAPITAL LLC | 9,515 | $722,781.18 | $789,649.85 | $66,868.67 | 9.25% |
Florian Peters denkapparat Operations GmbH | 5,470 | $411,891.75 | $461,394.5 | $49,502.75 | 12.02% |
Kevin Bresler TD Waterhouse Canada Inc. | 37,892 | $2.76M | $3.23M | $473,626.36 | 17.18% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,218 | $324,177.31 | $359,542.32 | $35,365.01 | 10.91% |
| AK Alisha Kamadia United Community Bank | 104 | $7,663.8 | $8,807.76 | $1,143.96 | 14.93% |
Courtney Haddad Concurrent Investment Advisors, LLC | 33,643 | $2.46M | $2.87M | $403,075.75 | 16.35% |
Robert Shea NEOS Investment Management LLC | 79,271 | $6.19M | $6.65M | $458,375.04 | 7.4% |
James Rankin Modern Wealth Management, LLC | 8,837 | $639,682.65 | $733,382.63 | $93,699.98 | 14.65% |
KKM Financial LLC KKM Financial LLC | 97,027 | $7.63M | $8.05M | $423,799.53 | 5.56% |
David Vollmer PFS Partners, LLC | 403 | $31,302.72 | $34,351.72 | $3,049 | 9.74% |
Lydia Gallas Harbour Trust & Investment Management Co | 60,382 | $4.42M | $5.15M | $728,518.06 | 16.49% |
Amir Har-El Savvy Advisors, Inc. | 4,493 | $333,320.16 | $382,983.32 | $49,663.16 | 14.9% |