| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 13,776 | $946,029.16 | $918,445.92 | -$27,583.24 | -2.92% |
Mathieu Cornu Pictet Asset Management Holding SA | 255,762 | $16.52M | $16.88M | $359,362.72 | 2.18% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 42 | $2,658.64 | $2,807.7 | $149.06 | 5.61% |
Mitch S Zides Constant Guidance Financial LLC | 16,349 | $1.18M | $1.09M | -$95,232.7 | -8.06% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 13,506 | $857,729.06 | $895,988.04 | $38,258.98 | 4.46% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 26,927 | $1.95M | $1.8M | -$149,175.29 | -7.67% |
Jae Cho Marex Group plc | 3,897 | $281,636 | $258,916.68 | -$22,719.32 | -8.07% |
NICOLE MARTIN Arlington Trust Co LLC | 22 | $1,524 | $1,470.04 | -$53.96 | -3.54% |
Syon Capital LLC SYON CAPITAL LLC | 11,660 | $796,366.96 | $775,564.9 | -$20,802.06 | -2.61% |
Kevin Bresler TD Waterhouse Canada Inc. | 31,726 | $2.01M | $2.12M | $110,242.79 | 5.48% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,493 | $445,379.05 | $434,057.05 | -$11,322 | -2.54% |
| AK Alisha Kamadia United Community Bank | 8 | $569.14 | $533.44 | -$35.7 | -6.27% |
Courtney Haddad Concurrent Investment Advisors, LLC | 108,262 | $7.53M | $7.24M | -$293,280.62 | -3.89% |
Robert Shea NEOS Investment Management LLC | 61,180 | $4.01M | $4.08M | $75,808.97 | 1.89% |
James Rankin Modern Wealth Management, LLC | 13,172 | $835,445.13 | $873,830.48 | $38,385.35 | 4.59% |
David Vollmer PFS Partners, LLC | 31 | $2,206 | $2,068.47 | -$137.53 | -6.23% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 5,167 | $357,983.86 | $344,871.41 | -$13,112.45 | -3.66% |
Amir Har-El Savvy Advisors, Inc. | 3,121 | $225,528 | $207,203.19 | -$18,324.81 | -8.13% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4 | $289 | $267.22 | -$21.78 | -7.54% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,970 | $245,037.52 | $264,739.45 | $19,701.93 | 8.04% |