| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 12 | $1,399.83 | $1,247.52 | -$152.31 | -10.88% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 98 | $8,622 | $10,241 | $1,619 | 18.78% |
Driton Bilali Ilex Capital Partners (UK) LLP | 560,609 | $58.93M | $57.7M | -$1.23M | -2.09% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 17,294 | $1.49M | $1.81M | $317,047.91 | 21.28% |
Norden Group LLC NORDEN GROUP LLC | 2,173 | $258,989.81 | $227,078.5 | -$31,911.31 | -12.32% |
Peter Sigismondi Ramirez Asset Management, Inc. | 600 | $52,782 | $62,700 | $9,918 | 18.79% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,824 | $890,627.44 | $908,166.08 | $17,538.64 | 1.97% |
Mathieu Cornu Pictet Asset Management Holding SA | 350,075 | $37.03M | $36.65M | -$383,914.2 | -1.04% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 47 | $4,660.19 | $4,925.6 | $265.41 | 5.7% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 182,769 | $16.78M | $18.85M | $2.07M | 12.34% |
NICOLE MARTIN Arlington Trust Co LLC | 219 | $24,454.72 | $22,924.92 | -$1,529.8 | -6.26% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,062 | $1.05M | $1.06M | $817.44 | 0.08% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 82 | $9,901.56 | $8,599.34 | -$1,302.22 | -13.15% |
Syon Capital LLC SYON CAPITAL LLC | 7,295 | $533,930.48 | $765,026.65 | $231,096.17 | 43.28% |
Kevin Bresler TD Waterhouse Canada Inc. | 288,503 | $30.69M | $30.24M | -$446,513.76 | -1.45% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,595 | $432,662.58 | $377,007.65 | -$55,654.93 | -12.86% |
| AK Alisha Kamadia United Community Bank | 239 | $26,995.46 | $25,063.93 | -$1,931.53 | -7.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,296 | $1.45M | $1.29M | -$165,191.5 | -11.36% |
Robert Shea NEOS Investment Management LLC | 95,866 | $11.64M | $10.05M | -$1.59M | -13.63% |
Charles Corkery PUREfi Wealth, LLC | 4,551 | $560,191.39 | $476,398.68 | -$83,792.71 | -14.96% |