| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 117 | $14,115.15 | $13,245.57 | -$869.58 | -6.16% |
Courtney Holt Compound Planning, Inc. | 5,294 | $890,473.17 | $599,810.2 | -$290,662.97 | -32.64% |
Katherine Stoner Empower Advisory Group, LLC | 1,957 | $276,837.31 | $221,268.2 | -$55,569.11 | -20.07% |
Nemes Rush Group LLC Nemes Rush Group LLC | 315 | $40,829.13 | $35,680.05 | -$5,149.08 | -12.61% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 45 | $5,036 | $5,116.05 | $80.05 | 1.59% |
Norden Group LLC NORDEN GROUP LLC | 1,293 | $205,600 | $145,378.45 | -$60,221.55 | -29.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,676 | $825,514.36 | $645,304.44 | -$180,209.92 | -21.83% |
Mathieu Cornu Pictet Asset Management Holding SA | 96,712 | $16.26M | $11M | -$5.27M | -32.39% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 20 | $2,925.68 | $2,266 | -$659.68 | -22.55% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 15,096 | $2.29M | $1.71M | -$576,141.16 | -25.17% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,283 | $946,258.22 | $709,602.02 | -$236,656.2 | -25.01% |
Florian Peters denkapparat Operations GmbH | 3,376 | $377,808 | $384,323.84 | $6,515.84 | 1.72% |
Kevin Bresler TD Waterhouse Canada Inc. | 50 | $5,360.46 | $5,684.5 | $324.04 | 6.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,744 | $649,878.86 | $653,035.36 | $3,156.5 | 0.49% |
Amir Har-El Savvy Advisors, Inc. | 2,107 | $334,939 | $238,933.8 | -$96,005.2 | -28.66% |
Ann Keitner Quantum Portfolio Management LLC | 771 | $122,558 | $87,200.1 | -$35,357.9 | -28.85% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 115 | $13,425 | $12,953.6 | -$471.4 | -3.51% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 40 | $5,783.94 | $4,548 | -$1,235.94 | -21.37% |
| WG William Garver Leibman Financial Services, Inc. | 20,023 | $2.27M | $2.27M | $3,453.98 | 0.15% |
Taylor Wagner Valued Wealth Advisors LLC | 43 | $6,135.51 | $4,849.75 | -$1,285.76 | -20.96% |