| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tracey A. Baker CJM Wealth Advisers, Ltd. | 3,674 | $326,618.23 | $424,714.4 | $98,096.17 | 30.03% |
Denise Reinert CGC Financial Services, LLC | 32 | $4,609.97 | $3,699.2 | -$910.77 | -19.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,756 | $984,687.69 | $665,393.6 | -$319,294.09 | -32.43% |
Mathieu Cornu Pictet Asset Management Holding SA | 45,600 | $5.64M | $5.27M | -$371,815.17 | -6.59% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 13 | $1,619.77 | $1,502.8 | -$116.97 | -7.22% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 29,411 | $4.69M | $3.4M | -$1.29M | -27.45% |
Jesse Steele Etesian Wealth Advisors, Inc. | 6,365 | $989,885 | $735,794 | -$254,091 | -25.67% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 55,865 | $7.45M | $6.46M | -$992,101.72 | -13.32% |
Syon Capital LLC SYON CAPITAL LLC | 2,140 | $380,319.16 | $307,796.2 | -$72,522.96 | -19.07% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 7,438 | $765,891 | $859,832.8 | $93,941.8 | 12.27% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,322 | $2.22M | $1.42M | -$798,470.61 | -35.92% |
Robert Shea NEOS Investment Management LLC | 20,822 | $3.16M | $2.9M | -$267,402.33 | -8.45% |
Amir Har-El Savvy Advisors, Inc. | 7,518 | $1.21M | $869,080.8 | -$341,901.71 | -28.23% |
Ann Keitner Quantum Portfolio Management LLC | 602 | $61,988 | $86,585.66 | $24,597.66 | 39.68% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,889 | $279,537.84 | $218,368.4 | -$61,169.44 | -21.88% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 57 | $7,208.89 | $6,589.2 | -$619.69 | -8.6% |
Taylor Wagner Valued Wealth Advisors LLC | 4 | $432.96 | $462.4 | $29.44 | 6.8% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,450 | $382,442.07 | $479,895 | $97,452.93 | 25.48% |
Curtis Burkholder Bare Financial Services, Inc | 49 | $5,045 | $5,664.4 | $619.4 | 12.28% |
Keisuke Ichihara Rakuten Securities, Inc. | 551 | $66,148.74 | $77,349.38 | $11,200.64 | 16.93% |