| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 65 | $21,287.55 | $21,379.15 | $91.6 | 0.43% |
Alexandra Stickelman Root Financial Partners, LLC | 65 | $23,672.67 | $21,379.15 | -$2,293.52 | -9.69% |
Katherine Stoner Empower Advisory Group, LLC | 26,289 | $10.91M | $8.65M | -$2.27M | -20.77% |
Ian Wang Plato Investment Management Ltd | 3,035 | $886,797.62 | $998,241.85 | $111,444.23 | 12.57% |
John Shanley Aspect Partners, LLC | 31 | $9,097.39 | $10,324.24 | $1,226.85 | 13.49% |
Tony Macafee UniSuper Management Pty Ltd | 1,600 | $521,298 | $524,992 | $3,694 | 0.71% |
Norden Group LLC NORDEN GROUP LLC | 973 | $408,356.58 | $319,109.94 | -$89,246.64 | -21.86% |
Robert Green LECAP ASSET MANAGEMENT LTD | 5,950 | $1.51M | $1.95M | $442,318.7 | 29.31% |
Bradley Harsch Strategic Advocates LLC | 115 | $35,693.65 | $37,715.97 | $2,022.32 | 5.67% |
Elliot Kallen Prosperity Wealth Management, Inc. | 2,555 | $826,360.46 | $837,950.57 | $11,590.11 | 1.4% |
| BF Brian Falahee Delta Global Management LP | 56,632 | $14.01M | $18.57M | $4.57M | 32.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,891 | $803,064.47 | $902,946 | $99,881.53 | 12.44% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 1,023 | $429,343 | $335,421.24 | -$93,921.76 | -21.88% |
Mathieu Cornu Pictet Asset Management Holding SA | 390,253 | $85.32M | $127.96M | $42.63M | 49.97% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $1,365.67 | $1,990.38 | $624.71 | 45.74% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,216 | $475,923.71 | $383,830.4 | -$92,093.31 | -19.35% |
Jae Cho Marex Group plc | 1,050 | $403,766.57 | $344,274 | -$59,492.57 | -14.73% |
NICOLE MARTIN Arlington Trust Co LLC | 26 | $10,912 | $8,524.88 | -$2,387.12 | -21.88% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,546 | $1.36M | $1.5M | $140,413.15 | 10.31% |
Syon Capital LLC SYON CAPITAL LLC | 1,295 | $374,123.01 | $428,081.67 | $53,958.66 | 14.42% |