| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 11,781 | $828,400.38 | $645,952.23 | -$182,448.15 | -22.02% |
Mathieu Cornu Pictet Asset Management Holding SA | 34,127 | $3.06M | $1.87M | -$1.18M | -38.75% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 2 | $155.83 | $109.66 | -$46.17 | -29.63% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 8,487 | $675,603.36 | $465,342.21 | -$210,261.15 | -31.12% |
Jae Cho Marex Group plc | 10,639 | $744,580.79 | $583,336.37 | -$161,244.42 | -21.66% |
NICOLE MARTIN Arlington Trust Co LLC | 88 | $7,061.23 | $4,825.04 | -$2,236.19 | -31.67% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,867 | $899,758.56 | $650,667.61 | -$249,090.95 | -27.68% |
Syon Capital LLC SYON CAPITAL LLC | 199,888 | $13.27M | $10.96M | -$2.31M | -17.43% |
Florian Peters denkapparat Operations GmbH | 14,496 | $1.09M | $824,822.4 | -$267,097.18 | -24.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 807 | $51,607.89 | $44,247.81 | -$7,360.08 | -14.26% |
David Vollmer PFS Partners, LLC | 105 | $6,025 | $5,757.15 | -$267.85 | -4.45% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 450 | $19,989 | $24,673.5 | $4,684.5 | 23.44% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 126 | $5,974 | $6,908.58 | $934.58 | 15.64% |
Taylor Wagner Valued Wealth Advisors LLC | 13 | $772.85 | $712.79 | -$60.06 | -7.77% |
Kent Keister Bear Mountain Capital, Inc. | 5 | $297.25 | $274.15 | -$23.1 | -7.77% |
Curtis Burkholder Bare Financial Services, Inc | 33 | $2,201.96 | $1,809.39 | -$392.57 | -17.83% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,085 | $76,180.84 | $59,490.55 | -$16,690.29 | -21.91% |
Joshua Stipcich Tidemark, LLC | 75 | $4,458.78 | $4,519.5 | $60.72 | 1.36% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 187 | $14,565.22 | $10,253.21 | -$4,312.01 | -29.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 744 | $57,637 | $40,793.52 | -$16,843.48 | -29.22% |