| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 588,090 | $22.3M | $21.89M | -$411,118.56 | -1.84% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 42 | $2,468.65 | $1,563.24 | -$905.41 | -36.68% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 119,255 | $6M | $4.44M | -$1.57M | -26.07% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 50 | $1,959.5 | $1,640 | -$319.5 | -16.31% |
Jae Cho Marex Group plc | 18,080 | $655,718 | $605,680 | -$50,038 | -7.63% |
NICOLE MARTIN Arlington Trust Co LLC | 305 | $9,763 | $11,352.1 | $1,589.1 | 16.28% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 25,469 | $942,351.47 | $947,956.18 | $5,604.71 | 0.59% |
Syon Capital LLC SYON CAPITAL LLC | 23,464 | $969,650.15 | $786,044 | -$183,606.15 | -18.94% |
Kevin Bresler TD Waterhouse Canada Inc. | 68,159 | $2.9M | $2.54M | -$360,058.79 | -12.43% |
Courtney Haddad Concurrent Investment Advisors, LLC | 61,989 | $2.91M | $2.31M | -$607,337.48 | -20.84% |
Robert Shea NEOS Investment Management LLC | 212,180 | $8.17M | $6.82M | -$1.35M | -16.55% |
Benj Foor Frazier Financial Advisors, LLC | 1,082 | $39,054.9 | $35,489.6 | -$3,565.3 | -9.13% |
Amir Har-El Savvy Advisors, Inc. | 8,167 | $261,430 | $303,975.74 | $42,545.74 | 16.27% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 994 | $33,796 | $36,996.68 | $3,200.68 | 9.47% |
United Advisor Group LLC United Advisor Group, LLC | 10,170 | $488,975.92 | $378,527.4 | -$110,448.52 | -22.59% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 6,160 | $209,440 | $229,275.2 | $19,835.2 | 9.47% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 11,237 | $625,046.8 | $418,241.14 | -$206,805.66 | -33.09% |
| WG William Garver Leibman Financial Services, Inc. | 68,351 | $3.32M | $2.54M | -$779,743.56 | -23.46% |
Taylor Wagner Valued Wealth Advisors LLC | 117 | $4,732.4 | $4,354.74 | -$377.66 | -7.98% |
Kent Keister Bear Mountain Capital, Inc. | 100 | $4,589.69 | $3,722 | -$867.69 | -18.91% |