| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anthony Moeller MN Wealth Advisors, LLC | 103 | $205,336 | $173,481.35 | -$31,854.65 | -15.51% |
Mathieu Cornu Pictet Asset Management Holding SA | 30,973 | $52.13M | $51.34M | -$795,666.99 | -1.53% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 108 | $214,859.51 | $177,790.68 | -$37,068.83 | -17.25% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 204 | $274,192.14 | $335,029.2 | $60,837.06 | 22.19% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 26,167 | $24.6M | $42.88M | $18.28M | 74.29% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 20 | $21,397.2 | $33,284.2 | $11,887 | 55.55% |
Jae Cho Marex Group plc | 20,134 | $32.15M | $33.02M | $873,595.39 | 2.72% |
Kristy DeJarnette Financial Security Advisor, Inc. | 255 | $378,933.67 | $426,484.95 | $47,551.28 | 12.55% |
NICOLE MARTIN Arlington Trust Co LLC | 81 | $125,708.44 | $133,737.88 | $8,029.44 | 6.39% |
Chris Kleine Park Capital Management, LLC / WI | 173 | $342,928.69 | $288,660.88 | -$54,267.81 | -15.82% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,337 | $4.07M | $7.17M | $3.1M | 76.08% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 134 | $177,759.72 | $222,982.89 | $45,223.17 | 25.44% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 8,089 | $15.58M | $13.47M | -$2.11M | -13.54% |
| KS Kristi Shields ROGCO, LP | 10 | $8,333 | $16,623.1 | $8,290.1 | 99.49% |
Michael Grossman AdviceOne Advisory Services, LLC | 297 | $295,693.26 | $490,115.34 | $194,422.08 | 65.75% |
Syon Capital LLC SYON CAPITAL LLC | 2,001 | $1.79M | $3.28M | $1.49M | 83.46% |
Florian Peters denkapparat Operations GmbH | 2,012 | $2.59M | $3.35M | $759,750.57 | 29.33% |
Kevin Bresler TD Waterhouse Canada Inc. | 41,040 | $46.56M | $67.37M | $20.81M | 44.7% |
Brian Glenn Premier Path Wealth Partners, LLC | 254 | $176,016.45 | $416,946.08 | $240,929.63 | 136.88% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 16,732 | $12.26M | $27.73M | $15.48M | 126.27% |