| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 2 | $155.83 | $134.3 | -$21.53 | -13.82% |
| 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 | 6,989 | $481,452.28 | $488,426.26 | $6,973.98 | 1.45% |
NICOLE MARTIN Arlington Trust Co LLC | 88 | $7,061.23 | $5,909.2 | -$1,152.03 | -16.31% |
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 | 199,125 | $13.15M | $13.89M | $739,344.71 | 5.62% |
Florian Peters denkapparat Operations GmbH | 14,496 | $1.09M | $1.02M | -$76,909.66 | -7.04% |
Kevin Bresler TD Waterhouse Canada Inc. | 807 | $51,607.89 | $54,190.05 | $2,582.16 | 5% |
David Vollmer PFS Partners, LLC | 105 | $6,025 | $7,349.47 | $1,324.47 | 21.98% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 450 | $19,989 | $31,488.75 | $11,499.75 | 57.53% |
Taylor Wagner Valued Wealth Advisors LLC | 13 | $772.85 | $712.79 | -$60.06 | -7.77% |
Kent Keister Bear Mountain Capital, Inc. | 5 | $297.25 | $348.7 | $51.45 | 17.31% |
Curtis Burkholder Bare Financial Services, Inc | 33 | $2,201.96 | $2,310.33 | $108.37 | 4.92% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,103 | $76,980.39 | $76,923.22 | -$57.17 | -0.07% |
Joshua Stipcich Tidemark, LLC | 75 | $4,458.78 | $5,230.5 | $771.72 | 17.31% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 187 | $14,565.22 | $12,607.54 | -$1,957.68 | -13.44% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 744 | $57,637 | $52,009.32 | -$5,627.68 | -9.76% |
Matthew Stead Sachetta, LLC | 153 | $7,644.64 | $10,273.95 | $2,629.31 | 34.39% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 71 | $3,289.99 | $4,404.84 | $1,114.85 | 33.89% |
Amy Taylor Pingora Partners LLC | 4,100 | $243,745 | $286,446.5 | $42,701.5 | 17.52% |