| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 29,762 | $4.24M | $3.89M | -$350,988.39 | -8.28% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 29 | $3,905.43 | $3,935.3 | $29.87 | 0.76% |
Jae Cho Marex Group plc | 6,305 | $851,055.26 | $877,529.84 | $26,474.58 | 3.11% |
NICOLE MARTIN Arlington Trust Co LLC | 10 | $1,500 | $1,302.3 | -$197.7 | -13.18% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,936 | $1.67M | $903,275.28 | -$761,761.67 | -45.75% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 2,099 | $370,488.42 | $273,352.77 | -$97,135.65 | -26.22% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,478 | $349,888.36 | $192,479.94 | -$157,408.42 | -44.99% |
Florian Peters denkapparat Operations GmbH | 5,010 | $719,305.26 | $663,925.2 | -$55,380.06 | -7.7% |
Kevin Bresler TD Waterhouse Canada Inc. | 530 | $136,432.89 | $69,021.9 | -$67,410.99 | -49.41% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,436 | $765,164.32 | $577,700.28 | -$187,464.04 | -24.5% |
| AK Alisha Kamadia United Community Bank | 142 | $22,149.61 | $19,022.32 | -$3,127.29 | -14.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,629 | $244,446 | $212,144.67 | -$32,301.33 | -13.21% |
Robert Shea NEOS Investment Management LLC | 22,685 | $3.93M | $3.03M | -$909,034.75 | -23.1% |
Savoie Capital LLC Savoie Capital LLC | 6,000 | $976,080 | $781,380 | -$194,700 | -19.95% |
David Vollmer PFS Partners, LLC | 7 | $943 | $911.61 | -$31.39 | -3.33% |
Benj Foor Frazier Financial Advisors, LLC | 52 | $12,571 | $7,056.4 | -$5,514.6 | -43.87% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 123 | $17,108 | $16,018.29 | -$1,089.71 | -6.37% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 216 | $39,847.09 | $28,129.68 | -$11,717.41 | -29.41% |
Jeffrey McGrath Cetera Trust Company, N.A | 250 | $60,437.78 | $33,490 | -$26,947.78 | -44.59% |
Taylor Wagner Valued Wealth Advisors LLC | 3 | $450 | $390.69 | -$59.31 | -13.18% |