| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AA Andrew Alkon EntryPoint Capital, LLC | 5,267 | $769,719 | $699,039.93 | -$70,679.07 | -9.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,626 | $1.06M | $855,482.86 | -$208,390.95 | -19.59% |
Mathieu Cornu Pictet Asset Management Holding SA | 501,766 | $64.75M | $66.59M | $1.85M | 2.85% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 50 | $2,834.21 | $6,848.5 | $4,014.29 | 141.64% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 18,425 | $1.3M | $2.39M | $1.09M | 83.35% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 4,743 | $761,631 | $629,494.28 | -$132,136.72 | -17.35% |
NICOLE MARTIN Arlington Trust Co LLC | 38 | $5,553 | $5,043.39 | -$509.61 | -9.18% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,985 | $189,420.88 | $263,369.78 | $73,948.9 | 39.04% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 213 | $25,631.29 | $28,260.84 | $2,629.55 | 10.26% |
Syon Capital LLC SYON CAPITAL LLC | 5,590 | $685,695.37 | $741,681.14 | $55,985.77 | 8.16% |
Florian Peters denkapparat Operations GmbH | 2,288 | $355,815.65 | $303,664.96 | -$52,150.69 | -14.66% |
Kevin Bresler TD Waterhouse Canada Inc. | 7,399 | $726,130.53 | $982,365.23 | $256,234.7 | 35.29% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,461 | $234,601.58 | $193,845.47 | -$40,756.11 | -17.37% |
| AK Alisha Kamadia United Community Bank | 3,120 | $218,450.56 | $413,961.57 | $195,511.01 | 89.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,469 | $600,661.18 | $858,306.86 | $257,645.68 | 42.89% |
Robert Shea NEOS Investment Management LLC | 30,940 | $3.87M | $4.11M | $236,587.32 | 6.12% |
James Rankin Modern Wealth Management, LLC | 1,750 | $262,401 | $232,189.98 | -$30,211.02 | -11.51% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,738 | $338,167.64 | $496,109.98 | $157,942.34 | 46.71% |
Amir Har-El Savvy Advisors, Inc. | 4,359 | $672,276.42 | $579,311.1 | -$92,965.32 | -13.83% |
Ann Keitner Quantum Portfolio Management LLC | 2,242 | $360,024.39 | $297,468.54 | -$62,555.85 | -17.38% |