| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 106 | $13,859.64 | $12,675.48 | -$1,184.16 | -8.54% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 7,873 | $911,441.09 | $1M | $88,823.58 | 9.75% |
Jae Cho Marex Group plc | 3,222 | $382,547.94 | $381,871.44 | -$676.5 | -0.18% |
NICOLE MARTIN Arlington Trust Co LLC | 449 | $60,184.5 | $53,691.42 | -$6,493.08 | -10.79% |
Syon Capital LLC SYON CAPITAL LLC | 3,330 | $348,616.07 | $395,937 | $47,320.93 | 13.57% |
Florian Peters denkapparat Operations GmbH | 12,506 | $1.49M | $1.49M | $3,056.36 | 0.21% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,724 | $221,118.11 | $206,155.92 | -$14,962.19 | -6.77% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,883 | $394,661.58 | $461,572.21 | $66,910.63 | 16.95% |
Robert Shea NEOS Investment Management LLC | 35,324 | $3.94M | $4.36M | $420,566.79 | 10.68% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,666 | $241,627.31 | $317,707.22 | $76,079.91 | 31.49% |
James Rankin Modern Wealth Management, LLC | 3,495 | $437,186.95 | $414,297.3 | -$22,889.65 | -5.24% |
Benj Foor Frazier Financial Advisors, LLC | 65 | $10,009.1 | $7,746.05 | -$2,263.05 | -22.61% |
Amir Har-El Savvy Advisors, Inc. | 13,145 | $1.65M | $1.56M | -$81,533.78 | -4.95% |
Ann Keitner Quantum Portfolio Management LLC | 404 | $46,504 | $48,092.16 | $1,588.16 | 3.42% |
Joseph Morrison Sentry LLC | 5,285 | $982,563.9 | $648,945.15 | -$333,618.75 | -33.95% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 460 | $52,951 | $54,758.4 | $1,807.4 | 3.41% |
United Advisor Group LLC United Advisor Group, LLC | 1,764 | $201,766.27 | $209,739.6 | $7,973.33 | 3.95% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,082 | $239,622 | $244,884.84 | $5,262.84 | 2.2% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 750 | $81,088.66 | $89,250 | $8,161.34 | 10.06% |
Jeffrey McGrath Cetera Trust Company, N.A | 325 | $43,150.24 | $38,519 | -$4,631.24 | -10.73% |