| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 2 | $449.96 | $448.66 | -$1.3 | -0.29% |
Norden Group LLC NORDEN GROUP LLC | 1,677 | $374,802.9 | $371,723.82 | -$3,079.08 | -0.82% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,017 | $237,574.03 | $225,774 | -$11,800.03 | -4.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,631 | $825,265.14 | $788,871.02 | -$36,394.12 | -4.41% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 6,195 | $1.43M | $1.38M | -$44,806.47 | -3.14% |
Mathieu Cornu Pictet Asset Management Holding SA | 241,466 | $52.63M | $54.17M | $1.53M | 2.92% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,464 | $812,886.03 | $776,802 | -$36,084.03 | -4.44% |
NICOLE MARTIN Arlington Trust Co LLC | 12 | $2,654 | $2,660.16 | $6.16 | 0.23% |
Syon Capital LLC SYON CAPITAL LLC | 3,506 | $786,453.66 | $784,818.1 | -$1,635.56 | -0.21% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,042 | $250,949.49 | $233,751.86 | -$17,197.63 | -6.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,502 | $3.06M | $3.03M | -$27,129.68 | -0.89% |
Robert Shea NEOS Investment Management LLC | 15,214 | $3.57M | $3.37M | -$203,020.96 | -5.68% |
Benj Foor Frazier Financial Advisors, LLC | 2,210 | $495,320.53 | $489,227.7 | -$6,092.83 | -1.23% |
Amir Har-El Savvy Advisors, Inc. | 1,559 | $393,048.81 | $349,200.41 | -$43,848.4 | -11.16% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,243 | $932,777.05 | $941,394.41 | $8,617.36 | 0.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 40 | $8,952.14 | $8,975.8 | $23.66 | 0.26% |
Jeffrey McGrath Cetera Trust Company, N.A | 30 | $6,596 | $6,664.95 | $68.95 | 1.05% |
Curtis Burkholder Bare Financial Services, Inc | 43 | $9,216.45 | $9,646.19 | $429.74 | 4.66% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,452 | $324,382.77 | $325,371.42 | $988.65 | 0.3% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 879 | $206,910.73 | $190,971.53 | -$15,939.2 | -7.7% |