| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 500 | $221,948.61 | $117,250 | -$104,698.61 | -47.17% |
Mathieu Cornu Pictet Asset Management Holding SA | 15,868 | $3.38M | $3.63M | $249,244.74 | 7.38% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 13 | $2,490.94 | $2,792.79 | $301.85 | 12.12% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,121 | $540,230.29 | $924,711.19 | $384,480.9 | 71.17% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 594 | $264,211 | $135,378.54 | -$128,832.46 | -48.76% |
| KS Kristi Shields ROGCO, LP | 51 | $11,720 | $11,279.02 | -$440.98 | -3.76% |
Syon Capital LLC SYON CAPITAL LLC | 2,901 | $408,202.02 | $649,301.82 | $241,099.8 | 59.06% |
Kevin Bresler TD Waterhouse Canada Inc. | 3 | $707.62 | $644.49 | -$63.13 | -8.92% |
| MC Megan Claucherty Kodai Capital Management LP | 708,021 | $67.37M | $157.04M | $89.67M | 133.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 939 | $417,483 | $201,725.37 | -$215,757.63 | -51.68% |
James Rankin Modern Wealth Management, LLC | 987 | $238,449.16 | $223,140.96 | -$15,308.2 | -6.42% |
Amir Har-El Savvy Advisors, Inc. | 808 | $359,400 | $180,781.92 | -$178,618.08 | -49.7% |
Ann Keitner Quantum Portfolio Management LLC | 2,295 | $573,300.19 | $503,729.55 | -$69,570.64 | -12.14% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 19 | $1,954.56 | $4,268.92 | $2,314.36 | 118.41% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,915 | $310,529.61 | $642,524.3 | $331,994.69 | 106.91% |
Jill R. Seidman Expect Equity LLC | 10,655 | $1.1M | $2.39M | $1.29M | 117.13% |
Curtis Burkholder Bare Financial Services, Inc | 86 | $19,971.07 | $19,652.72 | -$318.35 | -1.59% |
Keisuke Ichihara Rakuten Securities, Inc. | 89 | $20,453.35 | $19,119.87 | -$1,333.48 | -6.52% |
Joshua Stipcich Tidemark, LLC | 6 | $1,378.8 | $1,335 | -$43.8 | -3.18% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 935 | $142,310.99 | $219,257.5 | $76,946.51 | 54.07% |