| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gregory Bosch Strategies Wealth Advisors, LLC | 3,979 | $493,974.45 | $418,829.54 | -$75,144.91 | -15.21% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 6,403 | $514,593.71 | $459,543.31 | -$55,050.4 | -10.7% |
Courtney Holt Compound Planning, Inc. | 87,077 | $6.24M | $6.25M | $13,932.29 | 0.22% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,845 | $135,695.3 | $194,204.7 | $58,509.4 | 43.12% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,788 | $277,536 | $200,094.76 | -$77,441.24 | -27.9% |
John Shanley Aspect Partners, LLC | 67 | $8,741.62 | $4,808.59 | -$3,933.03 | -44.99% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,909 | $662,788.29 | $567,628.93 | -$95,159.36 | -14.36% |
Tony Macafee UniSuper Management Pty Ltd | 7,671 | $660,230.16 | $807,449.46 | $147,219.3 | 22.3% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 10,354 | $1.03M | $743,106.58 | -$287,530.42 | -27.9% |
| BF Brian Falahee Delta Global Management LP | 2,282 | $227,150 | $245,839.86 | $18,689.86 | 8.23% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,204 | $1.41M | $1.16M | -$248,945.76 | -17.63% |
Mathieu Cornu Pictet Asset Management Holding SA | 86,476 | $6.33M | $6.21M | -$127,199.52 | -2.01% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 135 | $20,310.25 | $9,688.95 | -$10,621.3 | -52.3% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 20,118 | $1.56M | $1.44M | -$114,679.14 | -7.36% |
Jae Cho Marex Group plc | 849,390 | $89.81M | $89.41M | -$407,156.49 | -0.45% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,796 | $377,854 | $272,438.92 | -$105,415.08 | -27.9% |
Kevin Bresler TD Waterhouse Canada Inc. | 73,470 | $6.17M | $5.27M | -$896,066.26 | -14.53% |
Courtney Haddad Concurrent Investment Advisors, LLC | 35,667 | $3.39M | $2.56M | -$830,501.22 | -24.5% |
Robert Shea NEOS Investment Management LLC | 259,686 | $25.85M | $22.9M | -$2.95M | -11.4% |
Joseph C. Gissy Tactive Advisors, LLC | 5,189 | $708,926.95 | $372,414.53 | -$336,512.42 | -47.47% |