| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul B. Ordonio Park Place Capital Corp. | 49 | $1,117.2 | $974.85 | -$142.35 | -12.74% |
Kevin Kroskey True Wealth Design LLC | 102 | $1,951.29 | $2,031.84 | $80.55 | 4.13% |
Jill Batley Gateway Wealth Partners LLC | 23,483 | $535,411.41 | $477,526.8 | -$57,884.61 | -10.81% |
Beth Zilka Baron Wealth Management LLC | 8,931 | $203,619.41 | $180,629.47 | -$22,989.94 | -11.29% |
| JC Jared Calvert Buck Wealth Strategies LLC | 15 | $341 | $296.47 | -$44.53 | -13.06% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 438 | $8,129.45 | $8,700.87 | $571.42 | 7.03% |
Dave Nietfeldt Palo Duro Investment Partners, LP | 27,759 | $480,302.85 | $567,532.75 | $87,229.9 | 18.16% |
Katherine Stoner Empower Advisory Group, LLC | 11,000 | $213,840 | $223,300 | $9,460 | 4.42% |
Driton Bilali Ilex Capital Partners (UK) LLP | 181,461 | $4.13M | $3.68M | -$447,301.62 | -10.84% |
Annmarie Young KPP Advisory Services LLC | 23,458 | $456,023.6 | $474,789.92 | $18,766.32 | 4.12% |
Denise Reinert CGC Financial Services, LLC | 500 | $5,800 | $10,112.5 | $4,312.5 | 74.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 161,339 | $2.93M | $3.35M | $415,889.59 | 14.18% |
Peter David N Soliman Second Line Capital, LLC | 15,380 | $195,463.37 | $311,983.3 | $116,519.93 | 59.61% |
Mathieu Cornu Pictet Asset Management Holding SA | 53,782 | $740,970.33 | $1.07M | $330,367.11 | 44.59% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 19,327 | $294,074.78 | $380,935.17 | $86,860.39 | 29.54% |
NICOLE MARTIN Arlington Trust Co LLC | 70 | $1,596 | $1,431.5 | -$164.5 | -10.31% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 62,619 | $1.15M | $1.24M | $99,097.53 | 8.65% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,019 | $45,506.95 | $40,218.48 | -$5,288.47 | -11.62% |
Robert Shea NEOS Investment Management LLC | 1.08M | $24.39M | $22.08M | -$2.31M | -9.49% |
Taylor Wagner Valued Wealth Advisors LLC | 31 | $707.1 | $639.84 | -$67.26 | -9.51% |