| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 6,305 | $851,055.26 | $818,956.45 | -$32,098.81 | -3.77% |
NICOLE MARTIN Arlington Trust Co LLC | 10 | $1,500 | $1,310.75 | -$189.25 | -12.62% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,936 | $1.67M | $898,593.48 | -$766,443.47 | -46.03% |
Florian Peters denkapparat Operations GmbH | 5,010 | $719,305.26 | $657,387.15 | -$61,918.11 | -8.61% |
Kevin Bresler TD Waterhouse Canada Inc. | 530 | $136,432.89 | $69,615.5 | -$66,817.39 | -48.97% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,626 | $572,879.3 | $476,275.1 | -$96,604.2 | -16.86% |
| AK Alisha Kamadia United Community Bank | 142 | $22,149.61 | $18,522.48 | -$3,627.13 | -16.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 27,915 | $3.9M | $3.67M | -$233,955.59 | -6% |
Robert Shea NEOS Investment Management LLC | 22,685 | $3.93M | $2.96M | -$975,728.65 | -24.8% |
Savoie Capital LLC Savoie Capital LLC | 6,000 | $976,080 | $778,620 | -$197,460 | -20.23% |
David Vollmer PFS Partners, LLC | 7 | $943 | $913.15 | -$29.85 | -3.17% |
Benj Foor Frazier Financial Advisors, LLC | 52 | $12,571 | $6,784.44 | -$5,786.56 | -46.03% |
Amir Har-El Savvy Advisors, Inc. | 1,463 | $203,554 | $190,116.85 | -$13,437.15 | -6.6% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 123 | $17,108 | $16,097.01 | -$1,010.99 | -5.91% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 216 | $39,847.09 | $27,991.44 | -$11,855.65 | -29.75% |
Jeffrey McGrath Cetera Trust Company, N.A | 250 | $60,437.78 | $32,802.5 | -$27,635.28 | -45.73% |
Taylor Wagner Valued Wealth Advisors LLC | 3 | $450 | $394.02 | -$55.98 | -12.44% |
Keisuke Ichihara Rakuten Securities, Inc. | 83 | $11,208.26 | $10,901.22 | -$307.04 | -2.74% |
Joshua Stipcich Tidemark, LLC | 2 | $300 | $259.26 | -$40.74 | -13.58% |
Rob Dainard Hara Capital LLC | 75 | $19,327 | $9,819.75 | -$9,507.25 | -49.19% |