| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $1,260.1 | $1,886.7 | $626.6 | 49.73% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 16,280 | $3.33M | $5.06M | $1.73M | 52.12% |
Jae Cho Marex Group plc | 7,952 | $1.5M | $2.48M | $979,608.38 | 65.48% |
NICOLE MARTIN Arlington Trust Co LLC | 164 | $29,105 | $51,155.7 | $22,050.7 | 75.76% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,971 | $1.31M | $1.56M | $242,818.95 | 18.5% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,822 | $537,131.36 | $562,524.28 | $25,392.92 | 4.73% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 938 | $267,752 | $290,390.73 | $22,638.73 | 8.46% |
Syon Capital LLC SYON CAPITAL LLC | 1,699 | $298,446.28 | $530,945.99 | $232,499.71 | 77.9% |
Kevin Bresler TD Waterhouse Canada Inc. | 387 | $66,689.17 | $121,142.61 | $54,453.44 | 81.65% |
| AK Alisha Kamadia United Community Bank | 345 | $67,317.44 | $106,023.67 | $38,706.23 | 57.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,813 | $396,078.52 | $567,523.39 | $171,444.87 | 43.29% |
Robert Shea NEOS Investment Management LLC | 25,437 | $4.51M | $7.81M | $3.3M | 73.05% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 17 | $3,017 | $5,249.68 | $2,232.68 | 74% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,824 | $575,793.08 | $879,195.92 | $303,402.84 | 52.69% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 951 | $271,463 | $297,691.53 | $26,228.53 | 9.66% |
Taylor Wagner Valued Wealth Advisors LLC | 14 | $2,695.28 | $4,375.42 | $1,680.14 | 62.34% |
Dane Grouell Turning Point Benefit Group, Inc. | 7,014 | $1.52M | $2.21M | $686,807.99 | 45.17% |
Simon Batten Prevatt Capital Ltd | 160,000 | $28.4M | $49.31M | $20.92M | 73.66% |
Keisuke Ichihara Rakuten Securities, Inc. | 439 | $78,229.33 | $137,297.25 | $59,067.92 | 75.51% |
Joshua Stipcich Tidemark, LLC | 2 | $355 | $625.16 | $270.16 | 76.1% |