| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John M Roach Waterway Wealth Management, LLC | 4,383 | $1.54M | $1.6M | $69,205.66 | 4.51% |
Timothy Monaco Dechtman Wealth Management, LLC | 1,114 | $309,652.67 | $407,868.82 | $98,216.15 | 31.72% |
Alicia Fuschak Avid Wealth Partners LLC | 983 | $341,696.82 | $359,905.79 | $18,208.97 | 5.33% |
| AA Andrew Alkon EntryPoint Capital, LLC | 3,927 | $1.22M | $1.44M | $220,929.72 | 18.16% |
| BF Brian Falahee Delta Global Management LP | 7,476 | $2.13M | $2.74M | $607,396.69 | 28.52% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 3,537 | $828,576.2 | $1.3M | $466,425.61 | 56.29% |
Denise Reinert CGC Financial Services, LLC | 465 | $151,281.01 | $170,250.45 | $18,969.44 | 12.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 95,097 | $29.17M | $34.82M | $5.65M | 19.37% |
Peter David N Soliman Second Line Capital, LLC | 10,896 | $2.95M | $3.99M | $1.04M | 35.44% |
David Skalicky INSPIRE TRUST CO, N.A. | 37,000 | $11.74M | $13.67M | $1.93M | 16.46% |
Matthew Wright Disciplina Capital Management LLC | 160 | $38,328.23 | $57,984 | $19,655.77 | 51.28% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 14,363 | $3.85M | $5.26M | $1.4M | 36.43% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 381,968 | $52.77M | $139.85M | $87.08M | 165.03% |
| KH Kathleen Hartung Borer Denton & Associates, Inc. | 22,714 | $5.09M | $8.32M | $3.22M | 63.24% |
Mathieu Cornu Pictet Asset Management Holding SA | 2.04M | $476.65M | $748.29M | $271.64M | 56.99% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 11,775 | $2.56M | $4.31M | $1.75M | 68.47% |
Marilou Davido WFA Asset Management Corp | 2,098 | $477,937.24 | $768,140.74 | $290,203.5 | 60.72% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 331 | $87,888.93 | $121,189.03 | $33,300.1 | 37.89% |
Kevin Orr Centennial Bank/AR/ | 570 | $120,794.2 | $206,567.99 | $85,773.79 | 71.01% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 1,625 | $460,802.06 | $600,583.75 | $139,781.69 | 30.33% |