| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 54 | $2,077.28 | $1,990.44 | -$86.84 | -4.18% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 93,621 | $3.94M | $3.49M | -$452,927.07 | -11.5% |
Jae Cho Marex Group plc | 7,767 | $305,942.24 | $292,738.23 | -$13,204.01 | -4.32% |
NICOLE MARTIN Arlington Trust Co LLC | 320 | $12,398 | $12,060.8 | -$337.2 | -2.72% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 36 | $1,418.14 | $1,360.44 | -$57.7 | -4.07% |
Syon Capital LLC SYON CAPITAL LLC | 9,294 | $366,091.05 | $351,220.26 | -$14,870.79 | -4.06% |
Kevin Bresler TD Waterhouse Canada Inc. | 698 | $26,131.15 | $26,251.78 | $120.63 | 0.46% |
| AK Alisha Kamadia United Community Bank | 13,508 | $574,302.93 | $510,467.32 | -$63,835.61 | -11.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,142 | $219,260 | $232,106.18 | $12,846.18 | 5.86% |
Robert Shea NEOS Investment Management LLC | 75,564 | $3.23M | $2.86M | -$370,119.75 | -11.47% |
Amir Har-El Savvy Advisors, Inc. | 6,842 | $313,052.99 | $257,498.67 | -$55,554.32 | -17.75% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 296 | $10,980.77 | $11,139.96 | $159.19 | 1.45% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 170 | $6,069 | $6,397.95 | $328.95 | 5.42% |
Taylor Wagner Valued Wealth Advisors LLC | 62 | $2,580.9 | $2,333.37 | -$247.53 | -9.59% |
Darin Sadow Freestone Grove Partners LP | 1.21M | $62.64M | $45.6M | -$17.04M | -27.2% |
Keisuke Ichihara Rakuten Securities, Inc. | 3 | $107 | $112.5 | $5.5 | 5.14% |
Joshua Stipcich Tidemark, LLC | 5 | $179 | $187.5 | $8.5 | 4.75% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,320 | $212,466.52 | $161,611.2 | -$50,855.32 | -23.94% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 7,555 | $273,166.25 | $283,312.5 | $10,146.25 | 3.71% |
Matthew Stead Sachetta, LLC | 76 | $3,025.37 | $2,774 | -$251.37 | -8.31% |