| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 124,701 | $55.7M | $53.43M | -$2.27M | -4.08% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 152 | $69,818.44 | $65,151 | -$4,667.44 | -6.69% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 11,302 | $4.77M | $4.84M | $65,582.94 | 1.38% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 155 | $54,335.25 | $66,353.95 | $12,018.7 | 22.12% |
Jae Cho Marex Group plc | 1,478 | $465,575.27 | $633,773.79 | $168,198.52 | 36.13% |
Kristy DeJarnette Financial Security Advisor, Inc. | 2,616 | $1.07M | $1.12M | $46,319 | 4.31% |
NICOLE MARTIN Arlington Trust Co LLC | 33 | $12,198.64 | $14,178.78 | $1,980.14 | 16.23% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,619 | $4.1M | $3.69M | -$411,704.04 | -10.04% |
JOHN TERRILL Peoples Bank/KS | 2,932 | $1.38M | $1.25M | -$129,368.56 | -9.36% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,853 | $887,093.99 | $793,250.76 | -$93,843.23 | -10.58% |
Stacey Cheek Wheelhouse Advisory Group LLC | 1,237 | $399,698.82 | $533,258.33 | $133,559.51 | 33.42% |
Syon Capital LLC SYON CAPITAL LLC | 4,781 | $1.86M | $2.06M | $204,581.04 | 11.01% |
Florian Peters denkapparat Operations GmbH | 3,108 | $1.16M | $1.33M | $175,218.56 | 15.17% |
Kevin Bresler TD Waterhouse Canada Inc. | 22,598 | $6.74M | $9.68M | $2.94M | 43.65% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,131 | $467,642.79 | $484,169.79 | $16,527 | 3.53% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,205 | $857,656.8 | $943,938.45 | $86,281.65 | 10.06% |
| AK Alisha Kamadia United Community Bank | 570 | $276,101.57 | $244,011.3 | -$32,090.27 | -11.62% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,725 | $1.49M | $1.6M | $107,992.26 | 7.26% |
Robert Shea NEOS Investment Management LLC | 35,545 | $13.93M | $15.22M | $1.29M | 9.26% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 4,315 | $1.85M | $1.85M | -$1,249.18 | -0.07% |