| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,849 | $1.54M | $1.24M | -$301,158.86 | -19.57% |
Bradley H. Owens LJI Wealth Management, LLC | 2,240 | $243,860.31 | $235,155.2 | -$8,705.11 | -3.57% |
Jeremy Sorci Premier Financial Group | 1,300 | $117,962 | $135,720 | $17,758 | 15.05% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 3,057 | $363,892.48 | $320,113.75 | -$43,778.73 | -12.03% |
Annmarie Young KPP Advisory Services LLC | 12,529 | $1.64M | $1.31M | -$329,780.12 | -20.07% |
Tony Macafee UniSuper Management Pty Ltd | 578,625 | $66.21M | $60.36M | -$5.85M | -8.84% |
Lars Phillips RAM Investment Partners, LLC | 3,352 | $432,328 | $353,451.64 | -$78,876.36 | -18.24% |
Thomas Healy PFW Advisors LLC | 21,410 | $1.84M | $2.24M | $397,570.31 | 21.56% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 31,178 | $2.83M | $3.28M | $447,092.24 | 15.8% |
Thomas Dobbins New Republic Capital, LLC | 6,336 | $770,509.01 | $664,076.16 | -$106,432.85 | -13.81% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 10,696 | $1.18M | $1.12M | -$58,502.64 | -4.95% |
Invesco LLC INVESCO, LLC | 16,496 | $1.99M | $1.73M | -$252,613.77 | -12.71% |
John Hayes LongView Wealth Management | 3,903 | $440,824.13 | $407,629.32 | -$33,194.81 | -7.53% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 8,732 | $1.05M | $914,065.76 | -$135,708.84 | -12.93% |
Norden Group LLC NORDEN GROUP LLC | 15,657 | $1.79M | $1.63M | -$150,906.41 | -8.45% |
Robert Green LECAP ASSET MANAGEMENT LTD | 9,341 | $956,678.51 | $976,648.25 | $19,969.74 | 2.09% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 153,326 | $20.24M | $16.04M | -$4.2M | -20.77% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4,621 | $507,786.52 | $483,841.8 | -$23,944.72 | -4.72% |
Peter Sigismondi Ramirez Asset Management, Inc. | 38,173 | $4.11M | $4M | -$108,751.19 | -2.65% |
John M Roach Waterway Wealth Management, LLC | 17,585 | $1.71M | $1.84M | $128,259.8 | 7.49% |