| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Peter Sigismondi Ramirez Asset Management, Inc. | 1,586 | $322,750.93 | $285,146.94 | -$37,603.99 | -11.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,300 | $447,544.83 | $426,903 | -$20,641.83 | -4.61% |
Mathieu Cornu Pictet Asset Management Holding SA | 64,183 | $12.03M | $11.91M | -$118,675.01 | -0.99% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,450 | $766,582.57 | $640,354.5 | -$126,228.07 | -16.47% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,184 | $266,691.81 | $219,762.24 | -$46,929.57 | -17.6% |
Syon Capital LLC SYON CAPITAL LLC | 1,958 | $370,959.35 | $360,389.48 | -$10,569.87 | -2.85% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,146 | $233,501.47 | $212,709.06 | -$20,792.41 | -8.9% |
Robert Shea NEOS Investment Management LLC | 53,021 | $9.95M | $9.75M | -$204,733.75 | -2.06% |
Charles Corkery PUREfi Wealth, LLC | 1,630 | $314,262.2 | $302,544.3 | -$11,717.9 | -3.73% |
David Vollmer PFS Partners, LLC | 15 | $2,898 | $2,784.15 | -$113.85 | -3.93% |
Amir Har-El Savvy Advisors, Inc. | 8,541 | $1.73M | $1.59M | -$146,743.31 | -8.47% |
David W. Lewis Lewis Asset Management, LLC | 1,955 | $394,434.04 | $362,867.55 | -$31,566.49 | -8% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,961 | $378,344.18 | $363,981.21 | -$14,362.97 | -3.8% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 31 | $5,841.85 | $5,753.91 | -$87.94 | -1.51% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,210 | $226,581.69 | $217,545.9 | -$9,035.79 | -3.99% |
Jonathon Gold Gold Investment Management Ltd. | 50 | $9,360.98 | $9,462.5 | $101.52 | 1.08% |
Taylor Wagner Valued Wealth Advisors LLC | 5 | $1,135 | $928.05 | -$206.95 | -18.23% |
Kent Keister Bear Mountain Capital, Inc. | 369 | $66,502.05 | $68,490.09 | $1,988.04 | 2.99% |
Curtis Burkholder Bare Financial Services, Inc | 46 | $7,590.09 | $8,538.06 | $947.97 | 12.49% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3 | $566 | $556.83 | -$9.17 | -1.62% |