| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Eric Maxwell Maxwell Wealth Strategies Inc. | 8,626 | $769,525.46 | $605,372.68 | -$164,152.78 | -21.33% |
Mathieu Cornu Pictet Asset Management Holding SA | 2.76M | $222.5M | $193.59M | -$28.91M | -12.99% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 7,176 | $475,501.25 | $503,683.44 | $28,182.19 | 5.93% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 37 | $2,366.55 | $2,596.66 | $230.11 | 9.72% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 32,696 | $2.27M | $2.29M | $22,550.79 | 0.99% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,676 | $115,893.4 | $118,258.56 | $2,365.16 | 2.04% |
NICOLE MARTIN Arlington Trust Co LLC | 58 | $4,695 | $4,066.96 | -$628.04 | -13.38% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,971 | $617,375.91 | $628,867.1 | $11,491.19 | 1.86% |
Syon Capital LLC SYON CAPITAL LLC | 10,214 | $736,810.25 | $719,678.44 | -$17,131.81 | -2.33% |
Florian Peters denkapparat Operations GmbH | 17,924 | $1.47M | $1.26M | -$206,786.29 | -14.05% |
Kevin Bresler TD Waterhouse Canada Inc. | 32,069 | $2.58M | $2.25M | -$330,060.22 | -12.78% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 315 | $17,927 | $22,198.05 | $4,271.05 | 23.82% |
Brian Glenn Premier Path Wealth Partners, LLC | 12,037 | $758,361.59 | $849,330.72 | $90,969.13 | 12% |
| AK Alisha Kamadia United Community Bank | 540 | $33,826.44 | $38,102.4 | $4,275.96 | 12.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,297 | $1.47M | $1.5M | $27,972.72 | 1.91% |
Robert Shea NEOS Investment Management LLC | 81,675 | $6.64M | $5.76M | -$877,704.83 | -13.22% |
James Rankin Modern Wealth Management, LLC | 7,267 | $595,073.94 | $510,688.42 | -$84,385.52 | -14.18% |
Menachem Striks Morton Capital Management LLC/CA | 2,674 | $238,390.36 | $188,597.22 | -$49,793.14 | -20.89% |
David Vollmer PFS Partners, LLC | 753 | $52,831.99 | $53,131.68 | $299.69 | 0.57% |
Amir Har-El Savvy Advisors, Inc. | 3,629 | $292,034.74 | $254,810.23 | -$37,224.51 | -12.75% |