| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 6,383 | $359,682 | $319,501.06 | -$40,180.94 | -11.17% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,500 | $253,567 | $224,505 | -$29,062 | -11.46% |
Driton Bilali Ilex Capital Partners (UK) LLP | 94,433 | $5.32M | $4.73M | -$595,872.68 | -11.2% |
Tony Macafee UniSuper Management Pty Ltd | 115,880 | $6.53M | $5.78M | -$752,061.2 | -11.52% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,438 | $494,172.47 | $512,714.56 | $18,542.09 | 3.75% |
Mathieu Cornu Pictet Asset Management Holding SA | 729,656 | $38.64M | $36.23M | -$2.41M | -6.24% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 17 | $893.02 | $846.43 | -$46.59 | -5.22% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 18,945 | $828,964.67 | $940,429.8 | $111,465.13 | 13.45% |
Syon Capital LLC SYON CAPITAL LLC | 9,405 | $422,350.48 | $467,898.75 | $45,548.27 | 10.78% |
Kevin Bresler TD Waterhouse Canada Inc. | 9,003 | $498,707.49 | $448,259.37 | -$50,448.12 | -10.12% |
Ann Keitner Quantum Portfolio Management LLC | 3,052 | $165,082.46 | $151,898.04 | -$13,184.42 | -7.99% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 526 | $28,826.07 | $26,252.66 | -$2,573.41 | -8.93% |
Darin Sadow Freestone Grove Partners LP | 68,642 | $3.86M | $3.43M | -$432,738.32 | -11.21% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 377 | $18,114.32 | $18,518.24 | $403.92 | 2.23% |
Carol Smith Access Investment Management LLC | 292,209 | $14.9M | $14.71M | -$188,107.5 | -1.26% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 37,027 | $2.07M | $1.84M | -$229,693.45 | -11.1% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 36,227 | $1.61M | $1.8M | $189,447.34 | 11.75% |
Corey Saft Sivia Capital Partners, LLC | 4,368 | $190,619.38 | $217,308 | $26,688.62 | 14% |
Ashley Meredith Abel Hall, LLC | 5,952 | $270,863.99 | $297,272.64 | $26,408.65 | 9.75% |
| WL Wealthcollab LLC WealthCollab, LLC | 23 | $1,297 | $1,148.39 | -$148.61 | -11.46% |