| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 3,935 | $505,542.94 | $390,391.35 | -$115,151.59 | -22.78% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.22M | $84.72M | $121.07M | $36.35M | 42.91% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $438 | $577.62 | $139.62 | 31.88% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 7,984 | $728,274.25 | $782,511.84 | $54,237.59 | 7.45% |
NICOLE MARTIN Arlington Trust Co LLC | 44 | $4,691 | $4,261.4 | -$429.6 | -9.16% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,174 | $156,294.62 | $215,182.52 | $58,887.9 | 37.68% |
Florian Peters denkapparat Operations GmbH | 1,946 | $207,483 | $188,331.35 | -$19,151.65 | -9.23% |
Kevin Bresler TD Waterhouse Canada Inc. | 316 | $51,170 | $30,421.32 | -$20,748.68 | -40.55% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,161 | $672,912.28 | $400,579.47 | -$272,332.81 | -40.47% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 84 | $8,956.29 | $8,108.52 | -$847.77 | -9.47% |
Darin Sadow Freestone Grove Partners LP | 2,754 | $293,631 | $269,947.08 | -$23,683.92 | -8.07% |
Curtis Burkholder Bare Financial Services, Inc | 5 | $676.64 | $496.05 | -$180.59 | -26.69% |
Keisuke Ichihara Rakuten Securities, Inc. | 7 | $1,218.28 | $673.89 | -$544.39 | -44.69% |
Sam Tedawes Quantessence Capital LLC | 3,401 | $362,615 | $337,243.16 | -$25,371.84 | -7% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,747 | $247,694.48 | $173,319.87 | -$74,374.61 | -30.03% |
Matthew Stead Sachetta, LLC | 9 | $1,471.71 | $885.89 | -$585.82 | -39.81% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 12 | $1,962.58 | $1,190.52 | -$772.06 | -39.34% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 23,914 | $1.73M | $2.37M | $642,178.7 | 37.11% |
BRIANNE SHERGILL Exome Asset Management LLC | 13,873 | $2.27M | $1.37M | -$897,930.18 | -39.58% |
Ashley Meredith Abel Hall, LLC | 2,566 | $238,604.53 | $251,852.9 | $13,248.37 | 5.55% |