| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Denise Reinert CGC Financial Services, LLC | 162 | $48,451.38 | $45,394.02 | -$3,057.36 | -6.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,658 | $1.25M | $1.32M | $66,189.83 | 5.27% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 8,031 | $2.2M | $2.25M | $48,904.5 | 2.22% |
| KH Kathleen Hartung Borer Denton & Associates, Inc. | 5,568 | $1.49M | $1.56M | $72,756.03 | 4.88% |
Mathieu Cornu Pictet Asset Management Holding SA | 86,925 | $23.41M | $24.36M | $944,580.93 | 4.03% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 40 | $11,033.98 | $11,341.2 | $307.22 | 2.78% |
Kevin Orr Centennial Bank/AR/ | 28 | $8,080.04 | $7,909.44 | -$170.6 | -2.11% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 7,542 | $2.13M | $2.14M | $4,897.21 | 0.23% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 205 | $49,665.35 | $57,443.05 | $7,777.7 | 15.66% |
Jae Cho Marex Group plc | 2,298 | $667,546 | $648,771.36 | -$18,774.64 | -2.81% |
NICOLE MARTIN Arlington Trust Co LLC | 22 | $6,391 | $6,237.22 | -$153.78 | -2.41% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,365 | $1.11M | $1.23M | $127,248.67 | 11.51% |
JOHN TERRILL Peoples Bank/KS | 810 | $200,086 | $228,646.8 | $28,560.8 | 14.27% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 692 | $192,370.39 | $196,258.12 | $3,887.73 | 2.02% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,158 | $295,815.33 | $328,431.96 | $32,616.63 | 11.03% |
Syon Capital LLC SYON CAPITAL LLC | 2,250 | $635,261.63 | $639,832.5 | $4,570.87 | 0.72% |
Kevin Bresler TD Waterhouse Canada Inc. | 9,111 | $2.62M | $2.55M | -$63,938.75 | -2.44% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 136 | $37,939.86 | $38,564.16 | $624.3 | 1.65% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,297 | $851,709.38 | $923,852.37 | $72,142.99 | 8.47% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,077 | $294,865.21 | $301,786.17 | $6,920.96 | 2.35% |