| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 5,889 | $1.55M | $1.4M | -$147,492.19 | -9.54% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 8,352 | $1.87M | $2.02M | $148,336.5 | 7.95% |
Mathieu Cornu Pictet Asset Management Holding SA | 75,157 | $14.04M | $18.08M | $4.04M | 28.76% |
Marilou Davido WFA Asset Management Corp | 1 | $221 | $243.53 | $22.53 | 10.19% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 12 | $2,704.62 | $2,895.48 | $190.86 | 7.06% |
Kevin Orr Centennial Bank/AR/ | 26 | $5,413 | $6,345.17 | $932.17 | 17.22% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 47,203 | $14.53M | $11.39M | -$3.14M | -21.61% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 240 | $68,037.69 | $58,570.8 | -$9,466.89 | -13.91% |
Jae Cho Marex Group plc | 1,990 | $628,414.84 | $478,137.3 | -$150,277.54 | -23.91% |
NICOLE MARTIN Arlington Trust Co LLC | 112 | $33,726.18 | $27,531.84 | -$6,194.34 | -18.37% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,118 | $973,581.67 | $993,385.14 | $19,803.47 | 2.03% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 9,720 | $2.08M | $2.34M | $258,492.59 | 12.43% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,561 | $442,559.99 | $380,790.34 | -$61,769.65 | -13.96% |
Michael Grossman AdviceOne Advisory Services, LLC | 813 | $179,470.52 | $194,823.25 | $15,352.73 | 8.55% |
Syon Capital LLC SYON CAPITAL LLC | 4,154 | $1.06M | $998,808.53 | -$63,838.52 | -6.01% |
Florian Peters denkapparat Operations GmbH | 5,636 | $1.5M | $1.37M | -$127,652.01 | -8.5% |
Kevin Bresler TD Waterhouse Canada Inc. | 34,830 | $11.53M | $8.36M | -$3.17M | -27.46% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,720 | $439,260.88 | $419,043.6 | -$20,217.28 | -4.6% |
Greg Werlinich Werlinich Asset Management, LLC | 2,697 | $573,464.83 | $648,655.47 | $75,190.64 | 13.11% |
Courtney Haddad Concurrent Investment Advisors, LLC | 53,138 | $13.38M | $12.78M | -$603,653.53 | -4.51% |