| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 101,224 | $29.56M | $28.6M | -$957,097.28 | -3.24% |
NICOLE MARTIN Arlington Trust Co LLC | 558 | $180,100.4 | $155,709.89 | -$24,390.51 | -13.54% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 19,015 | $5.72M | $5.31M | -$417,711.14 | -7.3% |
| KS Kristi Shields ROGCO, LP | 45 | $12,406 | $12,557.25 | $151.25 | 1.22% |
Syon Capital LLC SYON CAPITAL LLC | 5,184 | $1.58M | $1.46M | -$115,206.42 | -7.29% |
Florian Peters denkapparat Operations GmbH | 3,478 | $1.06M | $957,128.21 | -$107,064.04 | -10.06% |
Kevin Bresler TD Waterhouse Canada Inc. | 37,274 | $9.98M | $10.4M | $423,736.73 | 4.25% |
| AK Alisha Kamadia United Community Bank | 1,245 | $363,168.49 | $345,375.45 | -$17,793.04 | -4.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,802 | $5.05M | $4.97M | -$86,444.49 | -1.71% |
Robert Shea NEOS Investment Management LLC | 42,905 | $13.06M | $11.94M | -$1.12M | -8.56% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 2,519 | $847,368.14 | $702,926.92 | -$144,441.22 | -17.05% |
James Rankin Modern Wealth Management, LLC | 3,331 | $1.01M | $941,207.36 | -$64,294.81 | -6.39% |
David Vollmer PFS Partners, LLC | 218 | $50,479.56 | $60,832.9 | $10,353.34 | 20.51% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,199 | $678,313.29 | $613,630.95 | -$64,682.34 | -9.54% |
Amir Har-El Savvy Advisors, Inc. | 2,664 | $785,276.07 | $743,389.17 | -$41,886.9 | -5.33% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 648 | $178,641 | $180,824.39 | $2,183.39 | 1.22% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 916 | $252,014.86 | $258,650.92 | $6,636.06 | 2.63% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 205 | $60,015.3 | $57,205.25 | -$2,810.05 | -4.68% |
Jeffrey McGrath Cetera Trust Company, N.A | 401 | $120,079.23 | $111,241.41 | -$8,837.82 | -7.36% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 31,983 | $9.57M | $8.92M | -$647,353.03 | -6.76% |