| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Christopher Significant Wealth Partners LLC | 5,921 | $1.18M | $834,209.69 | -$341,433.86 | -29.04% |
David Smith Linden Thomas Advisory Services LLC | 6,434 | $821,830.07 | $933,348.21 | $111,518.14 | 13.57% |
David D. Jones Applied Finance Capital Management LLC | 1,714 | $379,170.55 | $252,215.1 | -$126,955.45 | -33.48% |
Kevin Kroskey True Wealth Design LLC | 43 | $6,478.43 | $6,056.12 | -$422.31 | -6.52% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 8,024 | $1.23M | $1.14M | -$97,346.02 | -7.88% |
| PIL PFG Investments LLC PFG Investments LLC | 1,194 | $245,893.24 | $169,333.08 | -$76,560.16 | -31.14% |
Jacob Going Alpine Bank Wealth Management | 340 | $77,115 | $49,589 | -$27,526 | -35.69% |
Courtney Holt Compound Planning, Inc. | 1,575 | $338,611.15 | $223,492.5 | -$115,118.65 | -34% |
Nemes Rush Group LLC Nemes Rush Group LLC | 22 | $4,355 | $3,098.26 | -$1,256.74 | -28.86% |
Tony Macafee UniSuper Management Pty Ltd | 1,494 | $322,728.13 | $216,547.83 | -$106,180.3 | -32.9% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 1,552 | $234,030.73 | $219,747.68 | -$14,283.05 | -6.1% |
Invesco LLC INVESCO, LLC | 2,273 | $310,640.14 | $330,698.77 | $20,058.63 | 6.46% |
Norden Group LLC NORDEN GROUP LLC | 2,595 | $588,571 | $373,031.25 | -$215,539.75 | -36.62% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,709 | $366,167.75 | $234,064.66 | -$132,103.09 | -36.08% |
Mathieu Cornu Pictet Asset Management Holding SA | 33,875 | $7.3M | $4.77M | -$2.53M | -34.62% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 417 | $86,237.91 | $59,018.01 | -$27,219.9 | -31.56% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 9,581 | $1.75M | $1.36M | -$391,920.76 | -22.37% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,574 | $1.12M | $786,770.1 | -$332,085.87 | -29.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,531 | $507,127.68 | $356,466.04 | -$150,661.64 | -29.71% |
| AK Alisha Kamadia United Community Bank | 730 | $97,397.65 | $105,897.45 | $8,499.8 | 8.73% |