| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tracey A. Baker CJM Wealth Advisers, Ltd. | 10,385 | $184,126 | $159,513.6 | -$24,612.4 | -13.37% |
Denise Reinert CGC Financial Services, LLC | 5,225 | $92,478.23 | $80,412.75 | -$12,065.48 | -13.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 56,599 | $956,441.74 | $854,644.9 | -$101,796.84 | -10.64% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.12M | $14.45M | $17.26M | $2.81M | 19.45% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 416,985 | $7.03M | $6.41M | -$619,879.57 | -8.81% |
NICOLE MARTIN Arlington Trust Co LLC | 116 | $1,815 | $1,779.44 | -$35.56 | -1.96% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16,852 | $189,886.47 | $258,088.38 | $68,201.91 | 35.92% |
Syon Capital LLC SYON CAPITAL LLC | 22,949 | $394,885.88 | $351,463.93 | -$43,421.95 | -11% |
Kevin Bresler TD Waterhouse Canada Inc. | 882 | $14,569.72 | $13,538.7 | -$1,031.02 | -7.08% |
| AK Alisha Kamadia United Community Bank | 1,442 | $21,789.01 | $22,077.02 | $288.01 | 1.32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 136,076 | $2.13M | $2.09M | -$43,583.01 | -2.04% |
Robert Shea NEOS Investment Management LLC | 333,790 | $5.34M | $5.14M | -$194,311.11 | -3.64% |
RENEE PILKENTON Exchange Bank | 38,024 | $409,899.24 | $595,836.08 | $185,936.84 | 45.36% |
James Rankin Modern Wealth Management, LLC | 32,758 | $580,789 | $504,964.57 | -$75,824.43 | -13.06% |
David Vollmer PFS Partners, LLC | 2,578 | $45,639.96 | $39,688.31 | -$5,951.65 | -13.04% |
Benj Foor Frazier Financial Advisors, LLC | 212 | $3,398.97 | $3,261.62 | -$137.35 | -4.04% |
Amir Har-El Savvy Advisors, Inc. | 11,600 | $181,538.22 | $178,292 | -$3,246.22 | -1.79% |
Ann Keitner Quantum Portfolio Management LLC | 10,000 | $156,500 | $153,250 | -$3,250 | -2.08% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 205 | $3,635 | $3,147.77 | -$487.23 | -13.4% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 12,509 | $217,027.47 | $192,888.78 | -$24,138.69 | -11.12% |