| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Denise Reinert CGC Financial Services, LLC | 325 | $32,689 | $32,964.75 | $275.75 | 0.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 33,143 | $3.67M | $3.36M | -$313,040.01 | -8.52% |
Mukunda Loprinzi Meketa Capital, LLC | 17,950 | $2.65M | $1.82M | -$834,316.5 | -31.42% |
Mathieu Cornu Pictet Asset Management Holding SA | 329,217 | $29.41M | $33.39M | $3.98M | 13.53% |
Ryan Payne Payne Capital Management, LLC | 5,080 | $466,242 | $579,120 | $112,878 | 24.21% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 274 | $35,150.08 | $27,791.82 | -$7,358.26 | -20.93% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 51,099 | $5.74M | $5.18M | -$552,179.25 | -9.63% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 26 | $3,378.7 | $2,672.54 | -$706.16 | -20.9% |
Jae Cho Marex Group plc | 6,556 | $601,709 | $747,449.57 | $145,740.57 | 24.22% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,190 | $471,832.65 | $323,561.7 | -$148,270.95 | -31.42% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 9,064 | $1.26M | $919,361.52 | -$336,622.52 | -26.8% |
Syon Capital LLC SYON CAPITAL LLC | 3,223 | $419,738.55 | $367,454.24 | -$52,284.31 | -12.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 56,997 | $6.15M | $5.78M | -$373,489.86 | -6.07% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,767 | $667,541.06 | $686,376.81 | $18,835.75 | 2.82% |
| AK Alisha Kamadia United Community Bank | 1,338 | $173,599.31 | $148,384.2 | -$25,215.11 | -14.52% |
JAMES EDWARDS Maestria Partners LLC | 229,170 | $27.94M | $24.8M | -$3.14M | -11.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 35,989 | $3.94M | $3.65M | -$286,543.14 | -7.28% |
Robert Shea NEOS Investment Management LLC | 112,137 | $13.37M | $11.64M | -$1.72M | -12.9% |
David Vollmer PFS Partners, LLC | 35 | $3,521 | $3,550.05 | $29.05 | 0.83% |
Amir Har-El Savvy Advisors, Inc. | 2,600 | $341,819.08 | $263,718 | -$78,101.08 | -22.85% |