| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 195 | $14,101.66 | $13,640.25 | -$461.41 | -3.27% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 14,584 | $1.07M | $1.08M | $13,408.11 | 1.26% |
Jacob Going Alpine Bank Wealth Management | 182 | $12,190 | $13,402.48 | $1,212.48 | 9.95% |
Courtney Holt Compound Planning, Inc. | 3,185 | $331,623.87 | $222,790.75 | -$108,833.12 | -32.82% |
Katherine Stoner Empower Advisory Group, LLC | 1.03M | $86.18M | $74.97M | -$11.21M | -13.01% |
Nemes Rush Group LLC Nemes Rush Group LLC | 569 | $54,880.22 | $42,145.83 | -$12,734.39 | -23.2% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 16,350 | $1.43M | $1.14M | -$282,048.2 | -19.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,745 | $295,181.79 | $261,962.75 | -$33,219.04 | -11.25% |
Mathieu Cornu Pictet Asset Management Holding SA | 17,509 | $1.56M | $1.22M | -$336,352.89 | -21.55% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 20 | $1,654.96 | $1,399 | -$255.96 | -15.47% |
Kevin Orr Centennial Bank/AR/ | 29 | $2,362 | $2,135.56 | -$226.44 | -9.59% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 21,961 | $2.22M | $1.54M | -$685,950.18 | -30.87% |
NICOLE MARTIN Arlington Trust Co LLC | 194 | $14,806 | $13,570.3 | -$1,235.7 | -8.35% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,347 | $341,298.75 | $374,022.65 | $32,723.9 | 9.59% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 12,713 | $1.03M | $889,274.35 | -$140,495.02 | -13.64% |
Syon Capital LLC SYON CAPITAL LLC | 5,480 | $363,123.5 | $405,903.6 | $42,780.1 | 11.78% |
Kevin Bresler TD Waterhouse Canada Inc. | 646 | $48,769.25 | $45,187.7 | -$3,581.55 | -7.34% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,071 | $1.34M | $1.12M | -$213,998.07 | -15.99% |
Mark Petersen Prosperitas Financial LLC | 3,075 | $205,933 | $224,475 | $18,542 | 9% |
David Vollmer PFS Partners, LLC | 36 | $2,557.68 | $2,518.2 | -$39.48 | -1.54% |