| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 396,250 | $13.1M | $10.38M | -$2.72M | -20.74% |
Marilou Davido WFA Asset Management Corp | 40 | $1,217.2 | $1,048.2 | -$169 | -13.88% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 829 | $28,910.22 | $20,950.82 | -$7,959.4 | -27.53% |
Kevin Orr Centennial Bank/AR/ | 259 | $10,541.81 | $6,787.12 | -$3,754.69 | -35.62% |
Jae Cho Marex Group plc | 154,698 | $3.64M | $4.05M | $413,056 | 11.35% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 715,154 | $16.24M | $18.72M | $2.47M | 15.23% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,596 | $82,592 | $94,125.3 | $11,533.3 | 13.96% |
Syon Capital LLC SYON CAPITAL LLC | 32,609 | $842,880.16 | $853,540.57 | $10,660.41 | 1.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 183,807 | $4.75M | $4.82M | $67,861.24 | 1.43% |
Brian Glenn Premier Path Wealth Partners, LLC | 24,713 | $819,315.21 | $646,862.77 | -$172,452.44 | -21.05% |
| AK Alisha Kamadia United Community Bank | 133 | $4,084.43 | $3,481.27 | -$603.16 | -14.77% |
Courtney Haddad Concurrent Investment Advisors, LLC | 23,267 | $730,008.13 | $609,013.72 | -$120,994.41 | -16.57% |
Robert Shea NEOS Investment Management LLC | 758,942 | $20.19M | $19.87M | -$321,890.98 | -1.59% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 169,155 | $5.27M | $4.43M | -$837,892.95 | -15.9% |
David Vollmer PFS Partners, LLC | 2,558 | $68,263.4 | $66,955.65 | -$1,307.75 | -1.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 423 | $10,614.59 | $11,076 | $461.41 | 4.35% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 211 | $4,745 | $5,524.91 | $779.91 | 16.44% |
Darin Sadow Freestone Grove Partners LP | 2.09M | $47.06M | $54.8M | $7.73M | 16.43% |
Curtis Burkholder Bare Financial Services, Inc | 427 | $9,603 | $11,193.8 | $1,590.8 | 16.57% |
Keisuke Ichihara Rakuten Securities, Inc. | 5,706 | $148,584.37 | $149,582.79 | $998.42 | 0.67% |