| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 2,322 | $1.29M | $876,334.41 | -$409,388.22 | -31.84% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,516 | $1.6M | $1.34M | -$256,422.12 | -16.02% |
Syon Capital LLC SYON CAPITAL LLC | 852 | $251,067.54 | $322,260.48 | $71,192.94 | 28.36% |
Kevin Bresler TD Waterhouse Canada Inc. | 20 | $10,940.5 | $7,704 | -$3,236.5 | -29.58% |
| AK Alisha Kamadia United Community Bank | 2 | $1,124 | $735.92 | -$388.08 | -34.53% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,363 | $1.53M | $1.3M | -$235,626.68 | -15.39% |
Amir Har-El Savvy Advisors, Inc. | 418 | $235,192 | $157,703.04 | -$77,488.96 | -32.95% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2 | $1,124 | $729.54 | -$394.46 | -35.09% |
Curtis Burkholder Bare Financial Services, Inc | 20 | $9,963.55 | $7,704 | -$2,259.55 | -22.68% |
Keisuke Ichihara Rakuten Securities, Inc. | 316 | $159,260.21 | $114,846.09 | -$44,414.12 | -27.89% |
Sam Tedawes Quantessence Capital LLC | 628 | $352,986 | $238,225.52 | -$114,760.48 | -32.51% |
Joshua Stipcich Tidemark, LLC | 66 | $19,448.2 | $24,916.98 | $5,468.78 | 28.12% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 38 | $19,817.76 | $14,338.54 | -$5,479.22 | -27.65% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 223 | $71,888.44 | $87,627.85 | $15,739.41 | 21.89% |
Matthew Stead Sachetta, LLC | 14 | $4,352.57 | $5,288.29 | $935.72 | 21.5% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 5 | $2,608 | $1,926 | -$682 | -26.15% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 19,391 | $7.65M | $7.29M | -$355,659.1 | -4.65% |
Alan Gilmore Private Wealth Management Group, LLC | 18 | $4,156.46 | $6,933.6 | $2,777.14 | 66.82% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,692 | $1.49M | $2.19M | $704,652.92 | 47.36% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 905 | $373,854.66 | $330,759.4 | -$43,095.26 | -11.53% |