| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barclay Douglas Jr Slocum, Gordon & Co LLP | 14,628 | $4.49M | $3.55M | -$947,322.06 | -21.08% |
David Skalicky INSPIRE TRUST CO, N.A. | 12,000 | $3.24M | $2.9M | -$339,120 | -10.45% |
| KH Kathleen Hartung Borer Denton & Associates, Inc. | 13,859 | $3.52M | $3.36M | -$161,070.48 | -4.57% |
Mathieu Cornu Pictet Asset Management Holding SA | 481,377 | $132.66M | $116.73M | -$15.92M | -12% |
Marilou Davido WFA Asset Management Corp | 1,056 | $286,334.89 | $257,627.04 | -$28,707.85 | -10.03% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 7,585 | $2.31M | $1.84M | -$464,413.9 | -20.13% |
Kevin Orr Centennial Bank/AR/ | 1,806 | $482,552.29 | $438,867.03 | -$43,685.26 | -9.05% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 824 | $250,604.79 | $199,820 | -$50,784.79 | -20.26% |
Mitch S Zides Constant Guidance Financial LLC | 1,152 | $311,397 | $279,567.6 | -$31,829.4 | -10.22% |
Jon Greer GSG Advisors LLC | 927 | $280,010.45 | $225,135.85 | -$54,874.6 | -19.6% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 96,006 | $27.84M | $23.3M | -$4.54M | -16.3% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 16,613 | $5.16M | $4.04M | -$1.13M | -21.81% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,573 | $655,735.66 | $625,251.86 | -$30,483.8 | -4.65% |
Jae Cho Marex Group plc | 1,587 | $459,685.79 | $385,577.52 | -$74,108.27 | -16.12% |
Jesse Steele Etesian Wealth Advisors, Inc. | 5,025 | $1.33M | $1.23M | -$98,066.47 | -7.38% |
Kristy DeJarnette Financial Security Advisor, Inc. | 13,352 | $3.53M | $3.25M | -$281,762.59 | -7.99% |
Christopher Barr Red Mountain Financial, LLC | 1,218 | $361,160 | $295,980.09 | -$65,179.91 | -18.05% |
NICOLE MARTIN Arlington Trust Co LLC | 111 | $33,324.76 | $26,930.82 | -$6,393.94 | -19.19% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 23,867 | $6.73M | $5.78M | -$952,872.54 | -14.16% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 7,576 | $2.03M | $1.84M | -$192,308.07 | -9.48% |