| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn Scholz Impact Partnership Wealth, LLC | 3,132 | $295,829.81 | $258,577.92 | -$37,251.89 | -12.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,758 | $678,805.35 | $640,500.48 | -$38,304.87 | -5.64% |
Mathieu Cornu Pictet Asset Management Holding SA | 2.56M | $154.79M | $213.83M | $59.04M | 38.14% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 23 | $1,471.3 | $1,927.4 | $456.1 | 31% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,515 | $552,294.84 | $454,436 | -$97,858.84 | -17.72% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 7,452 | $405,165.5 | $619,708.32 | $214,542.82 | 52.95% |
Syon Capital LLC SYON CAPITAL LLC | 2,513 | $219,754.74 | $206,694.25 | -$13,060.49 | -5.94% |
Florian Peters denkapparat Operations GmbH | 3,002 | $222,118 | $247,845.12 | $25,727.12 | 11.58% |
Kevin Bresler TD Waterhouse Canada Inc. | 433 | $53,065.59 | $36,133.85 | -$16,931.74 | -31.91% |
Ann Keitner Quantum Portfolio Management LLC | 392 | $46,703 | $32,363.52 | -$14,339.48 | -30.7% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 543 | $30,353.18 | $45,079.86 | $14,726.68 | 48.52% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,741 | $97,966 | $143,736.96 | $45,770.96 | 46.72% |
| WG William Garver Leibman Financial Services, Inc. | 25,039 | $1.91M | $2.06M | $147,693.16 | 7.72% |
Taylor Wagner Valued Wealth Advisors LLC | 63 | $7,161.03 | $5,208.21 | -$1,952.82 | -27.27% |
Curtis Burkholder Bare Financial Services, Inc | 62 | $6,783.92 | $5,173.9 | -$1,610.02 | -23.73% |
Keisuke Ichihara Rakuten Securities, Inc. | 239 | $21,053.58 | $19,705.55 | -$1,348.03 | -6.4% |
Sam Tedawes Quantessence Capital LLC | 3,270 | $389,588 | $272,227.5 | -$117,360.5 | -30.12% |
Joshua Stipcich Tidemark, LLC | 69 | $3,883 | $5,651.79 | $1,768.79 | 45.55% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 379 | $30,901.28 | $31,290.24 | $388.96 | 1.26% |
Matthew Stead Sachetta, LLC | 1 | $120.57 | $82.98 | -$37.59 | -31.18% |