| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 14,579 | $962,265.65 | $1.04M | $81,736.54 | 8.49% |
Mathieu Cornu Pictet Asset Management Holding SA | 171,834 | $9.03M | $11.89M | $2.86M | 31.61% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 56 | $2,775.91 | $3,940.72 | $1,164.81 | 41.96% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 38,254 | $2.79M | $2.75M | -$43,178.28 | -1.55% |
Kristy DeJarnette Financial Security Advisor, Inc. | 4,818 | $206,240.32 | $333,381.51 | $127,141.19 | 61.65% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,224 | $398,071.37 | $639,776.64 | $241,705.27 | 60.72% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,693 | $129,718.02 | $117,426.48 | -$12,291.54 | -9.48% |
Daniel Dorval DORVAL Corp | 8,065 | $381,915.51 | $558,057.67 | $176,142.16 | 46.12% |
Syon Capital LLC SYON CAPITAL LLC | 4,305 | $316,762.62 | $298,594.8 | -$18,167.82 | -5.74% |
Kevin Bresler TD Waterhouse Canada Inc. | 36,516 | $2.39M | $2.54M | $149,880.34 | 6.28% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 270,284 | $15.32M | $19.43M | $4.11M | 26.85% |
| AK Alisha Kamadia United Community Bank | 9 | $690 | $624.24 | -$65.76 | -9.53% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,261 | $932,108.59 | $919,782.96 | -$12,325.63 | -1.32% |
Robert Shea NEOS Investment Management LLC | 46,458 | $3.42M | $3.22M | -$196,447.44 | -5.75% |
Charles Corkery PUREfi Wealth, LLC | 3,082 | $220,788.85 | $213,258.99 | -$7,529.86 | -3.41% |
David Vollmer PFS Partners, LLC | 746 | $28,581.75 | $51,742.56 | $23,160.81 | 81.03% |
Benj Foor Frazier Financial Advisors, LLC | 337 | $15,888.54 | $23,374.32 | $7,485.78 | 47.11% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 10,961 | $807,051.49 | $760,254.96 | -$46,796.53 | -5.8% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 177 | $8,345.02 | $12,296.19 | $3,951.17 | 47.35% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 580 | $28,863.98 | $40,228.8 | $11,364.82 | 39.37% |