| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 6,284 | $235,314.42 | $205,235.44 | -$30,078.98 | -12.78% |
Bill McVay Red Tortoise LLC | 266 | $4,479.44 | $8,687.56 | $4,208.12 | 93.94% |
Courtney Lawson Autumn Glory Partners LLC | 6,016 | $221,219 | $198,528 | -$22,691 | -10.26% |
William Jollie Quent Capital LLC | 88 | $3,165.61 | $2,904.88 | -$260.73 | -8.24% |
Michael Byun SageView Advisory Group LLC | 1,351 | $49,677 | $44,123.66 | -$5,553.34 | -11.18% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 14,002 | $345,488.39 | $478,868.4 | $133,380.01 | 38.61% |
Mariana Coli Dunhill Financial LLC | 2 | $73.54 | $66.02 | -$7.52 | -10.23% |
Drew Phillips Fortitude Family Office LLC | 163 | $6,101.36 | $5,425.45 | -$675.91 | -11.08% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 20,997 | $809,260.37 | $685,762.02 | -$123,498.35 | -15.26% |
Kevin Kroskey True Wealth Design LLC | 66 | $2,114.93 | $2,155.56 | $40.63 | 1.92% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 55,393 | $956,774.46 | $1.9M | $942,651.51 | 98.52% |
Alexandra Stickelman Root Financial Partners, LLC | 734 | $25,121.88 | $25,102.8 | -$19.08 | -0.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,534 | $80,318.15 | $82,760.44 | $2,442.29 | 3.04% |
Mathieu Cornu Pictet Asset Management Holding SA | 21,975 | $564,478.9 | $717,703.5 | $153,224.6 | 27.14% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 31 | $745.99 | $1,012.46 | $266.47 | 35.72% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 19,987 | $654,494.1 | $665,067.42 | $10,573.32 | 1.62% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 46,064 | $1.78M | $1.52M | -$255,424.68 | -14.38% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 9 | $331 | $293.94 | -$37.06 | -11.2% |
Florian Peters denkapparat Operations GmbH | 19,446 | $666,483.43 | $654,163.44 | -$12,319.99 | -1.85% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 27 | $656 | $881.82 | $225.82 | 34.42% |