| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AA Andrew Alkon EntryPoint Capital, LLC | 1,952 | $888,804 | $746,810.8 | -$141,993.2 | -15.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 633 | $205,527.07 | $253,934.28 | $48,407.21 | 23.55% |
Mathieu Cornu Pictet Asset Management Holding SA | 19,930 | $8.25M | $7.81M | -$444,812.29 | -5.39% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $1,552.9 | $2,336.46 | $783.56 | 50.46% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 506 | $230,397 | $193,155.38 | -$37,241.62 | -16.16% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 513 | $233,727 | $199,703.2 | -$34,023.8 | -14.56% |
| KS Kristi Shields ROGCO, LP | 36 | $8,903.43 | $13,943.52 | $5,040.09 | 56.61% |
Syon Capital LLC SYON CAPITAL LLC | 1,506 | $377,837.54 | $576,888.36 | $199,050.82 | 52.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 47 | $20,680 | $18,416.01 | -$2,263.99 | -10.95% |
| AK Alisha Kamadia United Community Bank | 332 | $96,849.76 | $127,971.49 | $31,121.73 | 32.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,348 | $374,125.79 | $528,186.84 | $154,061.05 | 41.18% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5 | $1,308.49 | $1,928.4 | $619.91 | 47.38% |
Darin Sadow Freestone Grove Partners LP | 924 | $313,559.54 | $355,746.19 | $42,186.65 | 13.45% |
Curtis Burkholder Bare Financial Services, Inc | 18 | $4,216.53 | $7,052.94 | $2,836.41 | 67.27% |
Keisuke Ichihara Rakuten Securities, Inc. | 4 | $1,821 | $1,523.56 | -$297.44 | -16.33% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 164 | $42,149.47 | $65,790.24 | $23,640.77 | 56.09% |
Matthew Stead Sachetta, LLC | 21 | $5,218.67 | $8,089.51 | $2,870.84 | 55.01% |
Alan Gilmore Private Wealth Management Group, LLC | 58 | $13,641.86 | $22,698.88 | $9,057.02 | 66.39% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,031 | $1.68M | $2.36M | $682,141.39 | 40.58% |
Corey Saft Sivia Capital Partners, LLC | 740 | $187,161.12 | $285,237.66 | $98,076.54 | 52.4% |