| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Peter David N Soliman Second Line Capital, LLC | 2,155 | $507,820.69 | $373,914.05 | -$133,906.64 | -26.37% |
Mathieu Cornu Pictet Asset Management Holding SA | 218,699 | $36.25M | $38.08M | $1.82M | 5.03% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 10 | $2,048.75 | $1,751.1 | -$297.65 | -14.53% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 11,303 | $2.44M | $1.97M | -$475,143.38 | -19.45% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,483 | $922,353.28 | $778,562.61 | -$143,790.67 | -15.59% |
Syon Capital LLC SYON CAPITAL LLC | 4,339 | $773,611.76 | $756,157.53 | -$17,454.23 | -2.26% |
Florian Peters denkapparat Operations GmbH | 1,864 | $255,275 | $321,288.36 | $66,013.36 | 25.86% |
Kevin Bresler TD Waterhouse Canada Inc. | 728 | $147,498.05 | $127,480.08 | -$20,017.97 | -13.57% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,077 | $337,479.71 | $363,703.47 | $26,223.76 | 7.77% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,828 | $2.22M | $1.72M | -$496,711.9 | -22.4% |
Robert Shea NEOS Investment Management LLC | 19,059 | $4M | $3.28M | -$711,507.59 | -17.81% |
RENEE PILKENTON Exchange Bank | 2,250 | $373,309.92 | $394,132.5 | $20,822.58 | 5.58% |
James Rankin Modern Wealth Management, LLC | 13,948 | $2.75M | $2.43M | -$319,657.4 | -11.61% |
Benj Foor Frazier Financial Advisors, LLC | 38 | $7,819 | $6,549.11 | -$1,269.89 | -16.24% |
Joseph Morrison Sentry LLC | 7,388 | $1.08M | $1.29M | $203,581.1 | 18.8% |
United Advisor Group LLC United Advisor Group, LLC | 2,016 | $424,449.13 | $346,883.04 | -$77,566.09 | -18.27% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,505 | $1.14M | $950,961.22 | -$190,311.22 | -16.68% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 317 | $58,758.97 | $55,306.99 | -$3,451.98 | -5.87% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,443 | $605,590.62 | $599,460.73 | -$6,129.89 | -1.01% |
Taylor Wagner Valued Wealth Advisors LLC | 117 | $24,072.75 | $20,491.38 | -$3,581.37 | -14.88% |