| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 3,531 | $362,553.32 | $373,156.08 | $10,602.76 | 2.92% |
Mathieu Cornu Pictet Asset Management Holding SA | 16,859 | $1.92M | $1.78M | -$135,532.35 | -7.07% |
NICOLE MARTIN Arlington Trust Co LLC | 11 | $1,168 | $1,169.3 | $1.3 | 0.11% |
| KS Kristi Shields ROGCO, LP | 96 | $11,850 | $10,260 | -$1,590 | -13.42% |
Syon Capital LLC SYON CAPITAL LLC | 4,803 | $507,329.61 | $505,707.87 | -$1,621.74 | -0.32% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,532 | $165,914.37 | $162,882.24 | -$3,032.13 | -1.83% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,926 | $237,721 | $204,772.32 | -$32,948.68 | -13.86% |
Robert Shea NEOS Investment Management LLC | 29,907 | $3.14M | $3.17M | $32,589.1 | 1.04% |
David W. Lewis Lewis Asset Management, LLC | 1,892 | $201,174.01 | $200,949.32 | -$224.69 | -0.11% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 21 | $2,592 | $2,229.04 | -$362.96 | -14% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,629 | $201,084 | $173,048.67 | -$28,035.33 | -13.94% |
Joshua Stipcich Tidemark, LLC | 3 | $319 | $315.27 | -$3.73 | -1.17% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,319 | $138,068.11 | $138,415.86 | $347.75 | 0.25% |
Craig Silberg EVERPAR ADVISORS LLC | 1,625 | $200,590 | $172,217.5 | -$28,372.5 | -14.14% |
Matthew Stead Sachetta, LLC | 54 | $5,623.89 | $5,711.58 | $87.69 | 1.56% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 9 | $1,042.22 | $951.12 | -$91.1 | -8.74% |
Alan Gilmore Private Wealth Management Group, LLC | 1 | $95 | $105.66 | $10.66 | 11.22% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 9,354 | $970,207.32 | $988,530.72 | $18,323.4 | 1.89% |
Corey Saft Sivia Capital Partners, LLC | 9,525 | $1.02M | $1.01M | -$8,424.95 | -0.83% |
Ian Jameson American Capital Advisory, LLC | 2 | $190 | $210.97 | $20.97 | 11.04% |