| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anthony Moeller MN Wealth Advisors, LLC | 2,256 | $611,847.88 | $877,200.48 | $265,352.6 | 43.37% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.92M | $503.99M | $745.45M | $241.45M | 47.91% |
Christine C. Devocelle University of Illinois Foundation | 11,249 | $4.18M | $4.37M | $192,132.67 | 4.59% |
Ryan Payne Payne Capital Management, LLC | 1,001 | $360,145.04 | $389,218.83 | $29,073.79 | 8.07% |
Marilou Davido WFA Asset Management Corp | 66 | $16,852.92 | $25,626.48 | $8,773.56 | 52.06% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 1,365 | $551,025.19 | $530,752.95 | -$20,272.24 | -3.68% |
Dina Fliss Global View Capital Management LLC | 688 | $277,841.92 | $267,508.16 | -$10,333.76 | -3.72% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 1,087 | $281,897.2 | $422,658.21 | $140,761.01 | 49.93% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 974 | $276,576.09 | $385,688.81 | $109,112.72 | 39.45% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 2,708 | $758,152.65 | $1.05M | $294,771.91 | 38.88% |
Jon Greer GSG Advisors LLC | 3,349 | $916,828.59 | $1.3M | $383,521.13 | 41.83% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 450,716 | $135.3M | $172.04M | $36.74M | 27.15% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,799 | $809,046.99 | $698,515.72 | -$110,531.27 | -13.66% |
Jae Cho Marex Group plc | 648,776 | $284.22M | $251.91M | -$32.32M | -11.37% |
Kristy DeJarnette Financial Security Advisor, Inc. | 4,303 | $1.19M | $1.67M | $479,983.8 | 40.31% |
NICOLE MARTIN Arlington Trust Co LLC | 6,461 | $2.63M | $2.51M | -$122,542.23 | -4.66% |
Chris Kleine Park Capital Management, LLC / WI | 2,661 | $1.1M | $1.04M | -$61,013.49 | -5.55% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 1,137 | $407,226.23 | $441,474.36 | $34,248.13 | 8.41% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 92,700 | $27.65M | $36.01M | $8.37M | 30.26% |
Matthew J. Syverson Sound Stewardship, LLC | 505 | $224,761.01 | $197,141.95 | -$27,619.06 | -12.29% |