| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marilou Davido WFA Asset Management Corp | 8 | $202.4 | $169.6 | -$32.8 | -16.21% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 361,696 | $8.13M | $7.67M | -$464,299.44 | -5.71% |
Jae Cho Marex Group plc | 41,697 | $863,128 | $883,976.4 | $20,848.4 | 2.42% |
NICOLE MARTIN Arlington Trust Co LLC | 7,316 | $121,504.01 | $155,099.2 | $33,595.19 | 27.65% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 26,642 | $527,681.75 | $564,943.61 | $37,261.86 | 7.06% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,736 | $41,465.13 | $36,811.88 | -$4,653.25 | -11.22% |
Syon Capital LLC SYON CAPITAL LLC | 34,367 | $828,469.81 | $728,752.23 | -$99,717.58 | -12.04% |
Kevin Bresler TD Waterhouse Canada Inc. | 426,324 | $9M | $9.04M | $39,367.43 | 0.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,182 | $600,813.03 | $512,779.31 | -$88,033.72 | -14.65% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 21,056 | $549,860.85 | $446,387.2 | -$103,473.65 | -18.82% |
Benj Foor Frazier Financial Advisors, LLC | 590 | $16,630.8 | $12,510.95 | -$4,119.85 | -24.77% |
Amir Har-El Savvy Advisors, Inc. | 22,712 | $505,757.67 | $481,607.96 | -$24,149.71 | -4.77% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4,406 | $85,289.34 | $93,429.23 | $8,139.89 | 9.54% |
Jeffrey McGrath Cetera Trust Company, N.A | 18,025 | $349,125.87 | $382,220.12 | $33,094.25 | 9.48% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,084 | $63,839 | $65,396.22 | $1,557.22 | 2.44% |
Taylor Wagner Valued Wealth Advisors LLC | 575 | $10,890.5 | $12,192.87 | $1,302.37 | 11.96% |
Steven JE Manders BKM Wealth Management, LLC | 28,295 | $519,998.98 | $599,995.47 | $79,996.49 | 15.38% |
Anthony Blagrove Traveka Wealth, LLC | 13,758 | $270,681.81 | $291,738.39 | $21,056.58 | 7.78% |
JP Tarbutton LHM, INC. | 29,509 | $749,233.62 | $625,738.34 | -$123,495.28 | -16.48% |
Curtis Burkholder Bare Financial Services, Inc | 485 | $11,453.52 | $10,289.27 | -$1,164.25 | -10.16% |