| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 78,083 | $1.43M | $1.41M | -$25,578.34 | -1.79% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.11M | $23.2M | $20.78M | -$2.42M | -10.42% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 117 | $2,392.05 | $2,169.18 | -$222.87 | -9.32% |
Kevin Orr Centennial Bank/AR/ | 50 | $862 | $938.5 | $76.5 | 8.87% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 37,095 | $765,060.68 | $690,708.9 | -$74,351.78 | -9.72% |
Erin Colleen Ross Birnam Oak Advisors, LP | 3.01M | $54.78M | $56.49M | $1.71M | 3.12% |
NICOLE MARTIN Arlington Trust Co LLC | 506 | $8,727.28 | $9,520.39 | $793.11 | 9.09% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 30,406 | $648,371.55 | $565,399.57 | -$82,971.98 | -12.8% |
Syon Capital LLC SYON CAPITAL LLC | 17,082 | $299,835.5 | $317,896.02 | $18,060.52 | 6.02% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,313 | $64,421.9 | $61,853.71 | -$2,568.19 | -3.99% |
| AK Alisha Kamadia United Community Bank | 19 | $327.56 | $356.44 | $28.88 | 8.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,528 | $275,027.67 | $289,907.76 | $14,880.09 | 5.41% |
Robert Shea NEOS Investment Management LLC | 312,475 | $6.01M | $5.86M | -$151,758.4 | -2.52% |
James Rankin Modern Wealth Management, LLC | 25,209 | $485,195.91 | $468,509.26 | -$16,686.65 | -3.44% |
David Vollmer PFS Partners, LLC | 109 | $1,770 | $2,044.84 | $274.84 | 15.53% |
Benj Foor Frazier Financial Advisors, LLC | 571 | $9,846.42 | $10,714.81 | $868.39 | 8.82% |
Amir Har-El Savvy Advisors, Inc. | 36,439 | $653,308.05 | $678,494.18 | $25,186.13 | 3.86% |
Ann Keitner Quantum Portfolio Management LLC | 2,600 | $49,686 | $48,789 | -$897 | -1.81% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 7,699 | $145,767.24 | $142,854.94 | -$2,912.3 | -2% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 12,015 | $229,551.65 | $224,320.05 | -$5,231.6 | -2.28% |