| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 514,868 | $97.53M | $96.04M | -$1.48M | -1.52% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 27 | $5,419.98 | $5,032.12 | -$387.86 | -7.16% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 19,518 | $3.73M | $3.65M | -$85,237.81 | -2.28% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 201 | $43,945.29 | $35,858.4 | -$8,086.89 | -18.4% |
NICOLE MARTIN Arlington Trust Co LLC | 75 | $13,009 | $14,223.75 | $1,214.75 | 9.34% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,954 | $1.66M | $1.66M | $4,210.11 | 0.25% |
| KS Kristi Shields ROGCO, LP | 183 | $35,021.76 | $34,422.3 | -$599.46 | -1.71% |
Syon Capital LLC SYON CAPITAL LLC | 8,969 | $1.73M | $1.69M | -$38,670.01 | -2.24% |
Florian Peters denkapparat Operations GmbH | 2,068 | $344,674 | $368,931.18 | $24,257.18 | 7.04% |
Kevin Bresler TD Waterhouse Canada Inc. | 166,714 | $30.85M | $31.1M | $253,729.18 | 0.82% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,800 | $529,425.61 | $499,519.97 | -$29,905.64 | -5.65% |
| AK Alisha Kamadia United Community Bank | 19 | $3,829.13 | $3,389.6 | -$439.53 | -11.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,547 | $3.56M | $3.27M | -$283,673.74 | -7.98% |
Robert Shea NEOS Investment Management LLC | 78,716 | $15.99M | $14.04M | -$1.95M | -12.18% |
RENEE PILKENTON Exchange Bank | 6,164 | $1.16M | $1.16M | $5,101.9 | 0.44% |
Charles Corkery PUREfi Wealth, LLC | 1,328 | $298,480.34 | $249,424.96 | -$49,055.38 | -16.44% |
James Rankin Modern Wealth Management, LLC | 1,648 | $362,719.52 | $309,741.6 | -$52,977.92 | -14.61% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 8,588 | $1.82M | $1.61M | -$217,487.35 | -11.92% |
David Vollmer PFS Partners, LLC | 1,475 | $257,967.64 | $263,139.99 | $5,172.35 | 2.01% |
Benj Foor Frazier Financial Advisors, LLC | 221 | $42,181.13 | $39,426.4 | -$2,754.73 | -6.53% |