| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 19 | $998 | $833.72 | -$164.28 | -16.46% |
| NA Nizar Araji National Bank Of Canada /FI/ | 151 | $8,359.36 | $9,542.44 | $1,183.08 | 14.15% |
| BG Bart Gancher Intech Investment Management LLC | 5,086 | $325,252.98 | $321,409.77 | -$3,843.21 | -1.18% |
| JM John Malone Amundi | 12,969 | $644,435.06 | $630,423.09 | -$14,011.97 | -2.17% |
Michelle Dubey Yousif Capital Management LLC | 20,288 | $828,156.16 | $890,237.44 | $62,081.28 | 7.5% |
Joseph Castro Nuveen LLC | 40,745 | $2.06M | $1.79M | -$274,510.04 | -13.31% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 6,719 | $430,473.8 | $294,829.72 | -$135,644.08 | -31.51% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12 | $664.32 | $526.56 | -$137.76 | -20.74% |
Jordan Szekely Cherrydale Wealth Management LLC | 4,106 | $227,308.16 | $221,929.3 | -$5,378.86 | -2.37% |
Ana-Maria Ignat Covestor Ltd | 103 | $10,235.74 | $6,509.08 | -$3,726.66 | -36.41% |
Michael Byun SageView Advisory Group LLC | 4,973 | $528,335.38 | $314,268.73 | -$214,066.65 | -40.52% |
Taro Kuriyama Axq Capita LLP | 9,118 | $504,772 | $560,301.1 | $55,529.1 | 11% |
Lukas Lindgren Abound Wealth Management | 3 | $123 | $129.21 | $6.21 | 5.05% |
Kevin Kroskey True Wealth Design LLC | 6 | $312 | $264.31 | -$47.69 | -15.29% |
Courtney Holt Compound Planning, Inc. | 7,236 | $769,187.3 | $391,105.79 | -$378,081.51 | -49.15% |
Christopher C. Powers Farther Finance Advisors, LLC | 675 | $38,202.64 | $36,483.75 | -$1,718.89 | -4.5% |
Mathieu Cornu Pictet Asset Management Holding SA | 13,126 | $580,885.97 | $709,460.29 | $128,574.32 | 22.13% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,722 | $316,770 | $309,274.09 | -$7,495.91 | -2.37% |
Curtis Burkholder Bare Financial Services, Inc | 140 | $7,750 | $7,567 | -$183 | -2.36% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 8,170 | $433,953.62 | $502,046.5 | $68,092.88 | 15.69% |