| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 254 | $21,398.18 | $18,026.38 | -$3,371.8 | -15.76% |
Lison Couture iA Global Asset Management Inc. | 4,266 | $376,815.78 | $295,868.43 | -$80,947.35 | -21.48% |
| DD Damir Durkovic Entropy Technologies, LP | 21,698 | $1.92M | $1.53M | -$382,426.91 | -19.95% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 289 | $20,042.04 | $20,503.1 | $461.06 | 2.3% |
Nemes Rush Group LLC Nemes Rush Group LLC | 11 | $938 | $777.64 | -$160.36 | -17.1% |
| AA Andrew Alkon EntryPoint Capital, LLC | 4,942 | $421,256 | $345,272.83 | -$75,983.17 | -18.04% |
Christopher C. Powers Farther Finance Advisors, LLC | 775 | $60,984.7 | $55,001.75 | -$5,982.95 | -9.81% |
Mathieu Cornu Pictet Asset Management Holding SA | 8,458 | $560,255.58 | $600,264.26 | $40,008.68 | 7.14% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 54,337 | $4.43M | $3.86M | -$575,538.17 | -12.98% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,050 | $261,763.13 | $216,321.25 | -$45,441.88 | -17.36% |
Syon Capital LLC SYON CAPITAL LLC | 11,159 | $918,499.89 | $789,499.25 | -$129,000.64 | -14.04% |
Florian Peters denkapparat Operations GmbH | 20,946 | $1.61M | $1.46M | -$153,149.6 | -9.51% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 7 | $486.13 | $496.02 | $9.89 | 2.03% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,030 | $264,409.34 | $280,810.4 | $16,401.06 | 6.2% |
Taylor Wagner Valued Wealth Advisors LLC | 43 | $3,504.79 | $3,010.64 | -$494.15 | -14.1% |
Darin Sadow Freestone Grove Partners LP | 38,914 | $3.2M | $2.76M | -$442,841.39 | -13.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 391 | $30,587.52 | $27,749.27 | -$2,838.25 | -9.28% |
Matthew Stead Sachetta, LLC | 272 | $21,053.33 | $19,239.92 | -$1,813.41 | -8.61% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 21 | $1,726.67 | $1,490.37 | -$236.3 | -13.69% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,756 | $331,767 | $260,497.38 | -$71,269.62 | -21.48% |