| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 358 | $13,716.91 | $12,172 | -$1,544.91 | -11.26% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 12,540 | $494,412.63 | $428,115.6 | -$66,297.03 | -13.41% |
John Shanley Aspect Partners, LLC | 15 | $565.01 | $509.55 | -$55.46 | -9.82% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 436 | $13,869.16 | $14,867.6 | $998.44 | 7.2% |
Tony Macafee UniSuper Management Pty Ltd | 47,985 | $2.25M | $1.63M | -$619,486.3 | -27.57% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 7,488 | $329,830.88 | $253,918.08 | -$75,912.8 | -23.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,614 | $589,727.84 | $402,386.6 | -$187,341.24 | -31.77% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.3M | $53.41M | $44.18M | -$9.23M | -17.28% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 39 | $1,534.73 | $1,327.95 | -$206.78 | -13.47% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 84,131 | $3.6M | $2.89M | -$711,277.13 | -19.77% |
Jae Cho Marex Group plc | 7,667 | $302,003.24 | $262,901.43 | -$39,101.81 | -12.95% |
NICOLE MARTIN Arlington Trust Co LLC | 320 | $12,398 | $10,841.6 | -$1,556.4 | -12.55% |
Syon Capital LLC SYON CAPITAL LLC | 8,829 | $347,774.68 | $302,613.97 | -$45,160.71 | -12.99% |
Kevin Bresler TD Waterhouse Canada Inc. | 746 | $27,971.62 | $25,427.41 | -$2,544.21 | -9.1% |
| AK Alisha Kamadia United Community Bank | 14,088 | $596,400.94 | $477,301.44 | -$119,099.5 | -19.97% |
Courtney Haddad Concurrent Investment Advisors, LLC | 201,593 | $7.67M | $6.87M | -$794,643.47 | -10.37% |
Robert Shea NEOS Investment Management LLC | 85,588 | $3.61M | $2.91M | -$700,173.38 | -19.41% |
Amir Har-El Savvy Advisors, Inc. | 10,179 | $440,187.81 | $348,325.38 | -$91,862.43 | -20.87% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,190 | $39,842.27 | $40,174.4 | $332.13 | 0.83% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 299 | $11,095.07 | $10,255.7 | -$839.37 | -7.57% |