| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 244,059 | $14.96M | $13.93M | -$1.03M | -6.87% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 58 | $3,126.64 | $3,310.06 | $183.42 | 5.87% |
Kevin Orr Centennial Bank/AR/ | 29 | $1,826.72 | $1,621.53 | -$205.19 | -11.23% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 22,812 | $1.22M | $1.3M | $79,839.31 | 6.53% |
Jae Cho Marex Group plc | 38,680 | $1.88M | $2.26M | $378,676.8 | 20.16% |
NICOLE MARTIN Arlington Trust Co LLC | 22 | $1,430 | $1,255.54 | -$174.46 | -12.2% |
Syon Capital LLC SYON CAPITAL LLC | 25,796 | $1.55M | $1.51M | -$41,067.9 | -2.66% |
Kevin Bresler TD Waterhouse Canada Inc. | 92,759 | $5.38M | $5.29M | -$90,934.82 | -1.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,980 | $717,173.76 | $797,838.6 | $80,664.84 | 11.25% |
Mark Petersen Prosperitas Financial LLC | 75,304 | $3.76M | $4.5M | $739,717.92 | 19.66% |
Robert Shea NEOS Investment Management LLC | 118,916 | $5.98M | $6.97M | $990,760.58 | 16.56% |
James Rankin Modern Wealth Management, LLC | 9,937 | $452,020.4 | $579,923.32 | $127,902.92 | 28.3% |
Joseph C. Gissy Tactive Advisors, LLC | 4,344 | $282,379.36 | $247,912.08 | -$34,467.28 | -12.21% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 419,153 | $20.63M | $23.92M | $3.3M | 15.98% |
Benj Foor Frazier Financial Advisors, LLC | 46 | $2,981 | $2,572.09 | -$408.91 | -13.72% |
Amir Har-El Savvy Advisors, Inc. | 10,140 | $659,125 | $578,689.8 | -$80,435.2 | -12.2% |
Ann Keitner Quantum Portfolio Management LLC | 5,303 | $257,567 | $309,483.08 | $51,916.08 | 20.16% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 352 | $17,097 | $20,088.64 | $2,991.64 | 17.5% |
Owen McCabe Tyche Wealth Partners LLC | 4,149 | $269,657.33 | $223,257.69 | -$46,399.64 | -17.21% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 54 | $2,730.56 | $3,081.78 | $351.22 | 12.86% |