| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 23,434 | $2.09M | $1.72M | -$374,604.79 | -17.92% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,174 | $207,623.2 | $161,984.74 | -$45,638.46 | -21.98% |
Jae Cho Marex Group plc | 3,114 | $240,027 | $232,024.14 | -$8,002.86 | -3.33% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,604 | $1.1M | $865,890.48 | -$235,220.48 | -21.36% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 901 | $81,213.71 | $67,232.62 | -$13,981.09 | -17.22% |
Michael Grossman AdviceOne Advisory Services, LLC | 140,247 | $12.99M | $10.45M | -$2.55M | -19.61% |
Kevin Bresler TD Waterhouse Canada Inc. | 6,191 | $575,877.51 | $462,251.01 | -$113,626.5 | -19.73% |
| AK Alisha Kamadia United Community Bank | 305 | $24,639.13 | $22,759.1 | -$1,880.03 | -7.63% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,683 | $753,039.3 | $573,305.46 | -$179,733.84 | -23.87% |
Robert Shea NEOS Investment Management LLC | 61,814 | $5.69M | $4.61M | -$1.08M | -18.9% |
David Vollmer PFS Partners, LLC | 27 | $2,366.32 | $2,014.74 | -$351.58 | -14.86% |
Benj Foor Frazier Financial Advisors, LLC | 140 | $12,929.96 | $10,446.8 | -$2,483.16 | -19.2% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,445 | $571,715.11 | $480,925.9 | -$90,789.21 | -15.88% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 47 | $4,528.59 | $3,505.26 | -$1,023.33 | -22.6% |
Jeffrey McGrath Cetera Trust Company, N.A | 150 | $13,420.5 | $11,193 | -$2,227.5 | -16.6% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 154 | $13,894.68 | $11,491.48 | -$2,403.2 | -17.3% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 144 | $11,100 | $10,739.52 | -$360.48 | -3.25% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 9,086 | $895,988.15 | $677,633.88 | -$218,354.27 | -24.37% |
Taylor Wagner Valued Wealth Advisors LLC | 17 | $1,520.99 | $1,267.86 | -$253.13 | -16.64% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 3,713 | $332,600.55 | $276,915.54 | -$55,685.01 | -16.74% |