| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 381 | $13,530.28 | $15,436.21 | $1,905.93 | 14.09% |
Bradley Harsch Strategic Advocates LLC | 533 | $42,048.3 | $21,663.78 | -$20,384.52 | -48.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,067 | $471,885.69 | $317,275.11 | -$154,610.58 | -32.76% |
Mathieu Cornu Pictet Asset Management Holding SA | 29,208 | $917,564.71 | $1.19M | $272,369.21 | 29.68% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 17 | $493.56 | $687.14 | $193.58 | 39.22% |
Jae Cho Marex Group plc | 15,540 | $1.02M | $622,920.9 | -$394,541.65 | -38.78% |
Christopher Barr Red Mountain Financial, LLC | 7,320 | $153,754.8 | $291,555.6 | $137,800.8 | 89.62% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 12,605 | $806,900.81 | $511,132.75 | -$295,768.06 | -36.65% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,787 | $599,010.72 | $273,210.68 | -$325,800.04 | -54.39% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,825 | $126,845.34 | $73,766.5 | -$53,078.84 | -41.85% |
Greg Werlinich Werlinich Asset Management, LLC | 17,473 | $1.18M | $700,492.57 | -$484,442.46 | -40.88% |
Courtney Haddad Concurrent Investment Advisors, LLC | 20,404 | $1.22M | $824,729.68 | -$398,845.96 | -32.6% |
Benj Foor Frazier Financial Advisors, LLC | 547 | $11,096 | $22,115.21 | $11,019.21 | 99.31% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 7,463 | $566,518.17 | $300,833.53 | -$265,684.64 | -46.9% |
Darin Sadow Freestone Grove Partners LP | 13,072 | $921,706.63 | $525,429.04 | -$396,277.59 | -42.99% |
Curtis Burkholder Bare Financial Services, Inc | 213 | $12,179.53 | $8,677.62 | -$3,501.91 | -28.75% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,729 | $207,158.49 | $110,333.47 | -$96,825.02 | -46.74% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 991 | $75,333.32 | $38,976.03 | -$36,357.29 | -48.26% |
Matthew Stead Sachetta, LLC | 37 | $1,845 | $1,485.18 | -$359.82 | -19.5% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 456 | $32,153 | $18,577.44 | -$13,575.56 | -42.22% |