| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 14 | $552.22 | $511.98 | -$40.24 | -7.29% |
James Aldige Clio Asset Management LLC | 196,443 | $8.02M | $7.14M | -$881,142.3 | -10.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 541 | $21,540.33 | $19,438.13 | -$2,102.2 | -9.76% |
Mathieu Cornu Pictet Asset Management Holding SA | 177,186 | $7.88M | $6.48M | -$1.41M | -17.82% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 12,705 | $528,108.53 | $465,892.35 | -$62,216.18 | -11.78% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,000 | $44,000 | $36,570 | -$7,430 | -16.89% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 2,250 | $88,740 | $80,325 | -$8,415 | -9.48% |
Melissa S. Kampmann Kampmann Melissa S. | 13,938 | $577,242.29 | $509,684.78 | -$67,557.51 | -11.7% |
Raymond Debbane Siren, L.L.C. | 25,000 | $1.05M | $914,250 | -$135,750 | -12.93% |
Sam Tedawes Quantessence Capital LLC | 7,984 | $355,288 | $292,398.83 | -$62,889.17 | -17.7% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 20 | $789 | $731.4 | -$57.6 | -7.3% |
Alan Gilmore Private Wealth Management Group, LLC | 127 | $5,009 | $4,644.39 | -$364.61 | -7.28% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 11,029 | $434,983.76 | $403,330.53 | -$31,653.23 | -7.28% |
| STY Samer T. Yaghnam Unisphere Establishment | 3.68M | $153.67M | $134.96M | -$18.71M | -12.18% |
Matthew Smith Ravenswood Partners LP | 115,917 | $4.57M | $4.25M | -$318,690.13 | -6.97% |
Richard Crinion Mediolanum International Funds Ltd | 858,497 | $34.01M | $30.85M | -$3.16M | -9.29% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 22,344 | $898,139.96 | $817,120.08 | -$81,019.88 | -9.02% |
Dana Moreau COMMON FUND FOR NONPROFIT ORGANIZATIONS | 8,551 | $337,251 | $312,870.83 | -$24,380.17 | -7.23% |
DAVID REICHERT Atlatl Advisers LLC | 200 | $7,888 | $7,186 | -$702 | -8.9% |
| NCG Noah C Goldberg Jain Global LLC | 512,483 | $20.72M | $18.74M | -$1.98M | -9.55% |