| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 102,463 | $11.12M | $10.74M | -$384,533.98 | -3.46% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 42,332 | $4.65M | $4.46M | -$194,286.63 | -4.18% |
Mathieu Cornu Pictet Asset Management Holding SA | 744,300 | $82.57M | $78.37M | -$4.2M | -5.09% |
| DD Donna DiMaria OLYMPUS WEALTH MANAGEMENT, LLC | 4,192 | $447,618.49 | $442,004.48 | -$5,614.01 | -1.25% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 20,869 | $2.27M | $2.2M | -$75,251.22 | -3.31% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 53,913 | $5.68M | $5.68M | -$4,196.54 | -0.07% |
Matthew J. Syverson Sound Stewardship, LLC | 64,897 | $6.97M | $6.85M | -$123,112.57 | -1.77% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,916 | $428,528 | $412,687.66 | -$15,840.34 | -3.7% |
Daniel Dorval DORVAL Corp | 119,218 | $12.9M | $12.55M | -$345,118.07 | -2.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 425,671 | $49.1M | $44.93M | -$4.17M | -8.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,352 | $701,853.13 | $670,390.08 | -$31,463.05 | -4.48% |
Mark Petersen Prosperitas Financial LLC | 2,260 | $247,312 | $238,045.8 | -$9,266.2 | -3.75% |
Mark Weber DecisionMap Wealth Management, LLC | 6,747 | $724,304.56 | $712,145.85 | -$12,158.71 | -1.68% |
Riley Stephenson Stephenson & Company, Inc. | 44,915 | $4.87M | $4.73M | -$139,644.76 | -2.87% |
James Rankin Modern Wealth Management, LLC | 13,065 | $1.44M | $1.38M | -$61,013.08 | -4.24% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 15,677 | $1.73M | $1.65M | -$78,383.16 | -4.53% |
Amir Har-El Savvy Advisors, Inc. | 21,084 | $2.31M | $2.22M | -$85,693.34 | -3.71% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,930 | $329,743.41 | $309,217.55 | -$20,525.86 | -6.22% |
Owen McCabe Tyche Wealth Partners LLC | 4,056 | $436,802.58 | $427,279.32 | -$9,523.26 | -2.18% |
Jeff Ramsey Quotient Wealth Partners, LLC | 491,120 | $52.82M | $51.75M | -$1.07M | -2.03% |