| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 97 | $1,937 | $1,240.63 | -$696.37 | -35.95% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 20,769 | $246,943.41 | $266,362.42 | $19,419.01 | 7.86% |
| BG Bart Gancher Intech Investment Management LLC | 19,645 | $735,290.74 | $253,098.32 | -$482,192.42 | -65.58% |
| YA Yinka Akinsola Blue Trust Inc. | 38 | $1,342.73 | $485.39 | -$857.34 | -63.85% |
Jeff Ameen Spire Wealth Management | 330 | $12,708.3 | $4,204.2 | -$8,504.1 | -66.92% |
Joseph Castro Nuveen LLC | 177,002 | $5.21M | $2.26M | -$2.96M | -56.72% |
| MPM Mark P. Mennitt CenterBook Partners LP | 258,634 | $3.36M | $3.31M | -$46,331.39 | -1.38% |
Michael Byun SageView Advisory Group LLC | 55 | $1,099 | $701.52 | -$397.48 | -36.17% |
Mariana Coli Dunhill Financial LLC | 1 | $19.97 | $12.88 | -$7.09 | -35.5% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 17,506 | $212,325.79 | $225,373.99 | $13,048.2 | 6.15% |
| DL Dina Lukina Scalar Gauge Management LLC | 55,000 | $653,950 | $711,150 | $57,200 | 8.75% |
Alexandra Stickelman Root Financial Partners, LLC | 350 | $4,368.39 | $4,539.5 | $171.11 | 3.92% |
Bradley Harsch Strategic Advocates LLC | 1,123 | $35,769.52 | $14,587.77 | -$21,181.75 | -59.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 284 | $6,487.16 | $3,635.2 | -$2,851.96 | -43.96% |
Mathieu Cornu Pictet Asset Management Holding SA | 12,994 | $453,274.23 | $169,441.76 | -$283,832.47 | -62.62% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1 | $38.67 | $12.7 | -$25.97 | -67.16% |
Alan Gilmore Private Wealth Management Group, LLC | 359 | $4,269 | $4,730.97 | $461.97 | 10.82% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 16,521 | $436,686.08 | $217,994.59 | -$218,691.49 | -50.08% |
Douglas E. Morisoli Fairman Group, LLC | 6,129 | $216,568 | $81,209.25 | -$135,358.75 | -62.5% |
Bruce Barton Parkworth Wealth Management, Inc. | 1 | $53 | $13.08 | -$39.92 | -75.32% |