| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barclay Douglas Jr Slocum, Gordon & Co LLP | 10,030 | $1.53M | $1.59M | $57,361.57 | 3.75% |
| KH Kathleen Hartung Borer Denton & Associates, Inc. | 28,439 | $5.73M | $4.5M | -$1.22M | -21.39% |
Mathieu Cornu Pictet Asset Management Holding SA | 128,156 | $24.15M | $20.33M | -$3.82M | -15.81% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 234 | $37,871.81 | $36,426.78 | -$1,445.03 | -3.82% |
Kevin Orr Centennial Bank/AR/ | 65 | $12,994.86 | $10,310.62 | -$2,684.24 | -20.66% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 8,733 | $1.65M | $1.38M | -$272,560.69 | -16.51% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 1,100 | $167,828.1 | $174,487.5 | $6,659.4 | 3.97% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,460 | $487,875.57 | $390,217.5 | -$97,658.07 | -20.02% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,731 | $1.85M | $1.54M | -$305,579.93 | -16.52% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 6,328 | $994,623.51 | $1M | $9,566.81 | 0.96% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,008 | $384,093.74 | $318,519 | -$65,574.74 | -17.07% |
Syon Capital LLC SYON CAPITAL LLC | 2,021 | $319,220.38 | $320,712.49 | $1,492.11 | 0.47% |
Kevin Bresler TD Waterhouse Canada Inc. | 82,134 | $13.52M | $13.03M | -$490,794.92 | -3.63% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,628 | $946,944.46 | $893,107.32 | -$53,837.14 | -5.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,341 | $2.52M | $2.43M | -$83,694.98 | -3.32% |
Robert Shea NEOS Investment Management LLC | 45,596 | $7.26M | $7.24M | -$29,012.45 | -0.4% |
RENEE PILKENTON Exchange Bank | 2,837 | $588,833.53 | $450,019.12 | -$138,814.41 | -23.57% |
James Rankin Modern Wealth Management, LLC | 1,824 | $302,794.5 | $289,450.56 | -$13,343.94 | -4.41% |
David Vollmer PFS Partners, LLC | 24 | $3,923.22 | $3,808.56 | -$114.66 | -2.92% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,241 | $329,754.19 | $358,403.13 | $28,648.94 | 8.69% |