| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 3,548 | $160,972.29 | $102,856.52 | -$58,115.77 | -36.1% |
Mathieu Cornu Pictet Asset Management Holding SA | 676,776 | $27.45M | $20.23M | -$7.23M | -26.32% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 2 | $91.64 | $60.84 | -$30.8 | -33.61% |
Jae Cho Marex Group plc | 18,297 | $836,904.72 | $546,897.33 | -$290,007.39 | -34.65% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 28,942 | $1.27M | $860,784.28 | -$404,803.08 | -31.99% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 68 | $5,200.22 | $2,022.44 | -$3,177.78 | -61.11% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,912 | $335,490.36 | $264,419.04 | -$71,071.32 | -21.18% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 11,800 | $418,664 | $350,952.06 | -$67,711.94 | -16.17% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 12 | $426 | $356.63 | -$69.37 | -16.28% |
Darin Sadow Freestone Grove Partners LP | 6,533 | $351,882.42 | $194,153.57 | -$157,728.85 | -44.82% |
Joshua Stipcich Tidemark, LLC | 436 | $20,225.72 | $12,979.72 | -$7,246 | -35.83% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 9,796 | $448,071.26 | $291,626.92 | -$156,444.34 | -34.92% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 50 | $2,319.67 | $1,488.5 | -$831.17 | -35.83% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 628 | $31,549.36 | $18,849.42 | -$12,699.94 | -40.25% |
Matthew Stead Sachetta, LLC | 94 | $3,019.16 | $2,833.16 | -$186 | -6.16% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 75 | $2,661 | $2,234.25 | -$426.75 | -16.04% |
Chris Chatto Encompass More Asset Management | 10,543 | $491,084.39 | $302,267.81 | -$188,816.58 | -38.45% |
Alan Gilmore Private Wealth Management Group, LLC | 49 | $1,746 | $1,470.73 | -$275.27 | -15.77% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 15,514 | $802,441.27 | $467,374.76 | -$335,066.51 | -41.76% |
Angela Mari Abich Financial Wealth Management LLC | 39 | $2,226.47 | $1,163.37 | -$1,063.1 | -47.75% |