| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 8,716 | $847,441.01 | $799,867.32 | -$47,573.69 | -5.61% |
Mathieu Cornu Pictet Asset Management Holding SA | 106,379 | $11.71M | $10.04M | -$1.67M | -14.29% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 21 | $2,307.4 | $1,981.14 | -$326.26 | -14.14% |
Kevin Orr Centennial Bank/AR/ | 300 | $38,250 | $28,470 | -$9,780 | -25.57% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,458 | $549,142.24 | $421,347.87 | -$127,794.37 | -23.27% |
NICOLE MARTIN Arlington Trust Co LLC | 4 | $362 | $379.64 | $17.64 | 4.87% |
Syon Capital LLC SYON CAPITAL LLC | 2,447 | $210,684 | $229,369.54 | $18,685.54 | 8.87% |
Kevin Bresler TD Waterhouse Canada Inc. | 6,109 | $555,976.31 | $576,567.42 | $20,591.11 | 3.7% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,297 | $475,791.29 | $408,043.12 | -$67,748.17 | -14.24% |
Robert Shea NEOS Investment Management LLC | 32,185 | $3.27M | $3.05M | -$227,584.07 | -6.95% |
David Vollmer PFS Partners, LLC | 21 | $2,540.77 | $1,987.12 | -$553.65 | -21.79% |
Benj Foor Frazier Financial Advisors, LLC | 74 | $9,005.98 | $7,001.88 | -$2,004.1 | -22.25% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 35 | $3,013.59 | $3,317.12 | $303.53 | 10.07% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,659 | $163,388.96 | $156,012.36 | -$7,376.6 | -4.51% |
Curtis Burkholder Bare Financial Services, Inc | 5 | $452.27 | $471.9 | $19.63 | 4.34% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $90 | $94.98 | $4.98 | 5.53% |
Rob Dainard Hara Capital LLC | 2,040 | $248,268 | $193,657.2 | -$54,610.8 | -22% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,231 | $127,330.99 | $112,968.87 | -$14,362.12 | -11.28% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 63 | $5,666.67 | $5,945.94 | $279.27 | 4.93% |
Kelly Richert Clayton Financial Group LLC | 489 | $43,438 | $46,322.97 | $2,884.97 | 6.64% |