| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 202,435 | $10.19M | $11.18M | $990,818.58 | 9.72% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 22 | $1,221.68 | $1,118.48 | -$103.2 | -8.45% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 62,320 | $4.39M | $3.32M | -$1.08M | -24.5% |
Jae Cho Marex Group plc | 701,211 | $44.67M | $36.93M | -$7.73M | -17.31% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,901 | $442,588.56 | $324,525.49 | -$118,063.07 | -26.68% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 9,820 | $497,347 | $509,559.8 | $12,212.8 | 2.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 7,511 | $344,942.55 | $381,859.24 | $36,916.69 | 10.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 40,178 | $2.6M | $2.04M | -$556,300.16 | -21.4% |
Robert Shea NEOS Investment Management LLC | 349,378 | $35.51M | $18.05M | -$17.47M | -49.18% |
James Rankin Modern Wealth Management, LLC | 2,424 | $246,398 | $129,780.96 | -$116,617.04 | -47.33% |
Joseph C. Gissy Tactive Advisors, LLC | 6,592 | $281,051.31 | $342,849.92 | $61,798.61 | 21.99% |
Amir Har-El Savvy Advisors, Inc. | 3,190 | $204,865.51 | $171,526.3 | -$33,339.21 | -16.27% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 38 | $3,191.37 | $1,926.79 | -$1,264.58 | -39.62% |
Julie Beswick Advantage Trust Co | 3 | $305 | $157.48 | -$147.52 | -48.37% |
Curtis Burkholder Bare Financial Services, Inc | 21 | $2,135 | $1,160.25 | -$974.75 | -45.66% |
Keisuke Ichihara Rakuten Securities, Inc. | 9,028 | $917,696 | $458,983.52 | -$458,712.48 | -49.99% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,412 | $207,853.65 | $279,583.92 | $71,730.27 | 34.51% |
Rob Dainard Hara Capital LLC | 520 | $24,913 | $26,967.2 | $2,054.2 | 8.25% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 175 | $13,602.36 | $9,259.25 | -$4,343.11 | -31.93% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,547 | $205,581.11 | $195,971.75 | -$9,609.36 | -4.67% |