| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 50,684 | $1.45M | $1.32M | -$123,404.83 | -8.52% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 13,744 | $531,937.98 | $322,709.12 | -$209,228.86 | -39.33% |
Florian Peters denkapparat Operations GmbH | 20,786 | $525,054 | $460,825.62 | -$64,228.38 | -12.23% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,190 | $51,719.2 | $51,421.2 | -$298 | -0.58% |
| MC Megan Claucherty Kodai Capital Management LP | 823,112 | $28M | $19.33M | -$8.68M | -30.98% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,761 | $540,538.37 | $346,588.28 | -$193,950.09 | -35.88% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 495 | $12,504 | $11,622.6 | -$881.4 | -7.05% |
Mark Fonville Fonville Wealth Management LLC | 33,273 | $1.1M | $781,250.04 | -$323,746.79 | -29.3% |
Keisuke Ichihara Rakuten Securities, Inc. | 548 | $20,495.24 | $13,979.48 | -$6,515.76 | -31.79% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,788 | $99,783.73 | $71,121.88 | -$28,661.85 | -28.72% |
Matthew Stead Sachetta, LLC | 160 | $4,695.51 | $3,756.8 | -$938.71 | -19.99% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 420 | $9,238.36 | $10,978.8 | $1,740.44 | 18.84% |
Alan Gilmore Private Wealth Management Group, LLC | 70 | $2,604.06 | $1,643.6 | -$960.46 | -36.88% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 25,079 | $745,738.42 | $639,765.29 | -$105,973.13 | -14.21% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,255 | $27,133.1 | $29,467.4 | $2,334.3 | 8.6% |
Corey Saft Sivia Capital Partners, LLC | 98,878 | $2.61M | $2.32M | -$285,456.63 | -10.95% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 186 | $6,221.45 | $4,367.28 | -$1,854.17 | -29.8% |
Stephanie Ternes Wealth Forward, LLC | 10,974 | $368,073.48 | $257,669.52 | -$110,403.96 | -30% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 8,455 | $182,796.82 | $198,523.4 | $15,726.58 | 8.6% |
Douglas E. Morisoli Fairman Group, LLC | 1,588 | $55,976.79 | $37,286.24 | -$18,690.55 | -33.39% |