| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 6,724 | $320,832.23 | $293,973.28 | -$26,858.95 | -8.37% |
Andrew Lewis Genesis Private Wealth LLC | 7,644 | $384,703.16 | $329,303.54 | -$55,399.62 | -14.4% |
Paul B. Ordonio Park Place Capital Corp. | 13,474 | $698,336.05 | $589,083.28 | -$109,252.77 | -15.64% |
Kevin Kroskey True Wealth Design LLC | 270 | $12,774.74 | $11,631.6 | -$1,143.14 | -8.95% |
Jill Batley Gateway Wealth Partners LLC | 8,163 | $393,292 | $351,662.06 | -$41,629.94 | -10.58% |
Dana Isaacs ClearAlpha Technologies LP | 21,105 | $900,339 | $922,710.6 | $22,371.6 | 2.48% |
| KB Kyle Bubeck TrueMark Investments LLC | 125,869 | $5.37M | $5.42M | $52,864.76 | 0.98% |
Ilko Menkov Vestal Point Capita LLP | 2M | $93.05M | $87.44M | -$5.61M | -6.03% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 2,050 | $100,882.48 | $88,314 | -$12,568.48 | -12.46% |
Staci Compagno Portside Wealth Group, LLC | 10,008 | $455,380.31 | $431,144.66 | -$24,235.65 | -5.32% |
Courtney Holt Compound Planning, Inc. | 16,680 | $890,674.6 | $718,574.43 | -$172,100.17 | -19.32% |
Christopher C. Powers Farther Finance Advisors, LLC | 36,313 | $1.75M | $1.56M | -$184,701.42 | -10.56% |
Mathieu Cornu Pictet Asset Management Holding SA | 678,092 | $35.89M | $29.21M | -$6.68M | -18.6% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 299 | $17,232 | $12,880.92 | -$4,351.08 | -25.25% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 122,722 | $6.4M | $5.29M | -$1.12M | -17.44% |
NICOLE MARTIN Arlington Trust Co LLC | 38 | $1,831 | $1,637.04 | -$193.96 | -10.59% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 53,426 | $2.68M | $2.3M | -$374,793.89 | -14% |
JOHN TERRILL Peoples Bank/KS | 16,375 | $811,008.7 | $705,435.03 | -$105,573.67 | -13.02% |
Syon Capital LLC SYON CAPITAL LLC | 6,102 | $294,111.3 | $266,779.44 | -$27,331.86 | -9.29% |
Florian Peters denkapparat Operations GmbH | 34,572 | $1.67M | $1.48M | -$182,885.92 | -10.98% |