| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 16,569 | $516,509.07 | $533,190.42 | $16,681.35 | 3.23% |
Courtney Holt Compound Planning, Inc. | 11,418 | $355,183.98 | $367,431.24 | $12,247.26 | 3.45% |
Nemes Rush Group LLC Nemes Rush Group LLC | 72 | $2,247 | $2,316.96 | $69.96 | 3.11% |
Ian Wang Plato Investment Management Ltd | 17,768 | $500,424.73 | $571,774.24 | $71,349.51 | 14.26% |
John Shanley Aspect Partners, LLC | 50 | $901 | $1,578 | $677 | 75.14% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 10,503 | $79,087.65 | $337,986.54 | $258,898.89 | 327.36% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,734 | $176,427.72 | $280,448.74 | $104,021.02 | 58.96% |
Tony Macafee UniSuper Management Pty Ltd | 23,200 | $449,074.49 | $744,952 | $295,877.51 | 65.89% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,152 | $250,400.03 | $357,198.55 | $106,798.52 | 42.65% |
Mathieu Cornu Pictet Asset Management Holding SA | 580,428 | $9.17M | $18.59M | $9.42M | 102.64% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 48 | $1,058 | $1,518.48 | $460.48 | 43.52% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 76,153 | $1.13M | $2.44M | $1.31M | 116.25% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 576 | $11,635.2 | $18,449.28 | $6,814.08 | 58.56% |
Jae Cho Marex Group plc | 22,529 | $369,907.6 | $721,603.87 | $351,696.27 | 95.08% |
NICOLE MARTIN Arlington Trust Co LLC | 92 | $2,771 | $2,946.76 | $175.76 | 6.34% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,828 | $213,101.63 | $218,769.12 | $5,667.49 | 2.66% |
Kevin Bresler TD Waterhouse Canada Inc. | 177,549 | $5.12M | $5.69M | $567,935.25 | 11.09% |
| AK Alisha Kamadia United Community Bank | 848 | $17,130 | $27,169.92 | $10,039.92 | 58.61% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,093 | $282,788.5 | $291,339.72 | $8,551.22 | 3.02% |
Teresa Douberly Burford Brothers, Inc. | 146,370 | $1.63M | $4.69M | $3.06M | 187.68% |