| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 15,164 | $7.31M | $5.3M | -$2.01M | -27.54% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 670 | $60,068.67 | $237,883.5 | $177,814.83 | 296.02% |
Syon Capital LLC SYON CAPITAL LLC | 910 | $356,052.13 | $319,182.5 | -$36,869.63 | -10.36% |
Florian Peters denkapparat Operations GmbH | 1,442 | $707,388 | $518,543.21 | -$188,844.79 | -26.7% |
Kevin Bresler TD Waterhouse Canada Inc. | 13,733 | $5.27M | $4.9M | -$370,651.47 | -7.04% |
Brian Glenn Premier Path Wealth Partners, LLC | 456 | $223,695 | $163,977.6 | -$59,717.4 | -26.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,752 | $11.04M | $10.25M | -$787,395.89 | -7.13% |
Robert Shea NEOS Investment Management LLC | 22,707 | $9.07M | $8.17M | -$908,996.38 | -10.02% |
James Rankin Modern Wealth Management, LLC | 11,272 | $5.37M | $3.99M | -$1.38M | -25.68% |
Amir Har-El Savvy Advisors, Inc. | 1,507 | $273,196.04 | $527,751.4 | $254,555.36 | 93.18% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 16 | $7,849 | $5,536.32 | -$2,312.68 | -29.46% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 4,092 | $956,995.67 | $1.43M | $473,608.45 | 49.49% |
Taylor Wagner Valued Wealth Advisors LLC | 6 | $2,432.67 | $2,100.72 | -$331.95 | -13.65% |
Darin Sadow Freestone Grove Partners LP | 76,121 | $29.55M | $26.72M | -$2.83M | -9.58% |
Curtis Burkholder Bare Financial Services, Inc | 9 | $1,064.42 | $3,208.68 | $2,144.26 | 201.45% |
Keisuke Ichihara Rakuten Securities, Inc. | 540 | $126,289.88 | $188,757 | $62,467.12 | 49.46% |
Joshua Stipcich Tidemark, LLC | 1 | $491 | $350.57 | -$140.43 | -28.6% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 48 | $18,635 | $16,836.48 | -$1,798.52 | -9.65% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,083 | $180,044.17 | $389,446.81 | $209,402.64 | 116.31% |
Craig Silberg EVERPAR ADVISORS LLC | 439 | $170,433.13 | $157,864.4 | -$12,568.73 | -7.37% |