| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 1.58M | $37.54M | $28.91M | -$8.63M | -23% |
Syon Capital LLC SYON CAPITAL LLC | 21,196 | $380,044 | $387,674.84 | $7,630.84 | 2.01% |
Kevin Bresler TD Waterhouse Canada Inc. | 139,046 | $2.74M | $2.27M | -$468,915.72 | -17.13% |
Mark Romin Lakeshore Financial Planning, Inc. | 78,427 | $1.18M | $1.28M | $102,937.93 | 8.75% |
Courtney Haddad Concurrent Investment Advisors, LLC | 128,981 | $1.38M | $2.1M | $718,965.76 | 51.92% |
Scott McMillan White Wing Wealth Management | 13,466 | $254,741.83 | $219,630.46 | -$35,111.37 | -13.78% |
Ann Keitner Quantum Portfolio Management LLC | 45,269 | $1.06M | $827,970.01 | -$236,560.83 | -22.22% |
David W. Lewis Lewis Asset Management, LLC | 23,000 | $412,390 | $375,130 | -$37,260 | -9.04% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 9 | $161 | $146.79 | -$14.21 | -8.83% |
United Advisor Group LLC United Advisor Group, LLC | 10,384 | $165,406.64 | $169,363.04 | $3,956.4 | 2.39% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 30,520 | $624,666.26 | $497,781.2 | -$126,885.06 | -20.31% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 118 | $1,292.55 | $1,924.58 | $632.03 | 48.9% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 38,708 | $1M | $631,327.48 | -$370,305.96 | -36.97% |
Curtis Burkholder Bare Financial Services, Inc | 34 | $619.05 | $554.54 | -$64.51 | -10.42% |
Keisuke Ichihara Rakuten Securities, Inc. | 519,016 | $12.66M | $9.31M | -$3.35M | -26.44% |
Joshua Stipcich Tidemark, LLC | 7,811 | $122,346.36 | $143,566.18 | $21,219.82 | 17.34% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 11,500 | $177,100 | $187,565 | $10,465 | 5.91% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,611 | $69,925.26 | $64,781.34 | -$5,143.92 | -7.36% |
Matthew Stead Sachetta, LLC | 540 | $6,895.21 | $8,807.4 | $1,912.19 | 27.73% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 607 | $10,031.78 | $11,102.03 | $1,070.25 | 10.67% |