| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 27,479 | $510,172.12 | $803,760.75 | $293,588.63 | 57.55% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 22 | $552.76 | $650.32 | $97.56 | 17.65% |
Kristy DeJarnette Financial Security Advisor, Inc. | 12,150 | $304,806.26 | $359,640 | $54,833.74 | 17.99% |
NICOLE MARTIN Arlington Trust Co LLC | 140 | $4,872 | $4,128.6 | -$743.4 | -15.26% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 31,627 | $888,734.23 | $924,457.21 | $35,722.98 | 4.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,856 | $310,292.77 | $261,783.36 | -$48,509.41 | -15.63% |
David Vollmer PFS Partners, LLC | 247 | $6,175.07 | $7,269.21 | $1,094.14 | 17.72% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 29 | $625.26 | $843.61 | $218.35 | 34.92% |
Taylor Wagner Valued Wealth Advisors LLC | 919 | $32,998.22 | $27,156.45 | -$5,841.77 | -17.7% |
Darin Sadow Freestone Grove Partners LP | 40,465 | $1.64M | $1.18M | -$466,686.73 | -28.4% |
Curtis Burkholder Bare Financial Services, Inc | 679 | $22,149.26 | $19,860.75 | -$2,288.51 | -10.33% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,837 | $97,982.02 | $114,304.23 | $16,322.21 | 16.66% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 40,070 | $901,318.38 | $1.17M | $270,729.12 | 30.04% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 58 | $2,361 | $1,705.2 | -$655.8 | -27.78% |
Ashley Meredith Abel Hall, LLC | 9,379 | $329,527 | $272,225.47 | -$57,301.53 | -17.39% |
Addis & Hill Inc. Addis & Hill, Inc | 23,153 | $385,575.33 | $683,360.79 | $297,785.46 | 77.23% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 3,006 | $78,877.51 | $88,827.3 | $9,949.79 | 12.61% |
Kevyn Hill Hilltop National Bank | 32 | $969 | $945.76 | -$23.24 | -2.4% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 177,393 | $4.67M | $5.19M | $516,971.09 | 11.07% |
| HAS Hayley A. Snell LRI Investments, LLC | 775 | $16,762.65 | $22,668.75 | $5,906.1 | 35.23% |