| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 31 | $3,298.54 | $2,544.79 | -$753.75 | -22.85% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,349 | $414,592.54 | $344,440.8 | -$70,151.74 | -16.92% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 4,789 | $478,846.95 | $379,288.8 | -$99,558.15 | -20.79% |
Courtney Holt Compound Planning, Inc. | 8,832 | $808,338.55 | $723,429.12 | -$84,909.43 | -10.5% |
Nemes Rush Group LLC Nemes Rush Group LLC | 9 | $1,124.25 | $736.65 | -$387.6 | -34.48% |
John Shanley Aspect Partners, LLC | 12 | $1,399.83 | $967.68 | -$432.15 | -30.87% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 98 | $8,622 | $7,761.6 | -$860.4 | -9.98% |
Driton Bilali Ilex Capital Partners (UK) LLP | 614,209 | $64.67M | $48.65M | -$16.02M | -24.77% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 15,151 | $1.33M | $1.24M | -$90,217.03 | -6.79% |
Norden Group LLC NORDEN GROUP LLC | 2,115 | $252,037.1 | $172,161 | -$79,876.1 | -31.69% |
Peter Sigismondi Ramirez Asset Management, Inc. | 42,114 | $4.49M | $3.34M | -$1.16M | -25.79% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,508 | $1.24M | $984,254.52 | -$254,221.64 | -20.53% |
Mathieu Cornu Pictet Asset Management Holding SA | 496,850 | $52.73M | $40.89M | -$11.84M | -22.45% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 49 | $4,874.19 | $4,027.31 | -$846.88 | -17.37% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 196,860 | $18.29M | $16.16M | -$2.13M | -11.65% |
NICOLE MARTIN Arlington Trust Co LLC | 219 | $24,454.72 | $18,014.94 | -$6,439.78 | -26.33% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,712 | $1.12M | $878,705.36 | -$245,229.93 | -21.82% |
Syon Capital LLC SYON CAPITAL LLC | 6,965 | $515,869.57 | $569,737 | $53,867.43 | 10.44% |
Kevin Bresler TD Waterhouse Canada Inc. | 161,662 | $17.17M | $13.26M | -$3.91M | -22.75% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,111 | $372,259.31 | $246,391.2 | -$125,868.11 | -33.81% |