| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Krause Cascade Financial Partners, LLC | 1,864 | $644,785.88 | $423,715.16 | -$221,070.72 | -34.29% |
Janice M. Powell Diversify Advisory Services, LLC | 5,930 | $1.14M | $1.33M | $185,868.85 | 16.25% |
Jean-Francois Gonnet Sienna Gestion | 104,137 | $24.58M | $23.77M | -$812,103.73 | -3.3% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 2,827 | $692,916.39 | $635,113.82 | -$57,802.57 | -8.34% |
Duncan Harvey Nutshell Asset Management Ltd | 28,753 | $3.58M | $6.51M | $2.93M | 81.97% |
Kevyn Hill Hilltop National Bank | 1,338 | $401,329.94 | $303,251.01 | -$98,078.93 | -24.44% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 10,810 | $1.52M | $2.42M | $907,631.53 | 59.82% |
Richard Crinion Mediolanum International Funds Ltd | 192,445 | $57.09M | $43.21M | -$13.88M | -24.31% |
Daniel Pettway Councilmark Asset Management, LLC | 8,502 | $2.92M | $1.9M | -$1.02M | -34.77% |
CLINE REASOR Gratus Wealth Advisors, LLC | 2,151 | $754,807.45 | $484,305.61 | -$270,501.84 | -35.84% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 1,773 | $220,639 | $402,666.03 | $182,027.03 | 82.5% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 337,411 | $83.35M | $75.89M | -$7.46M | -8.95% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 61 | $7,591 | $13,692.06 | $6,101.06 | 80.37% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 11,338 | $3.44M | $2.57M | -$864,060.95 | -25.15% |
DAVID REICHERT Atlatl Advisers LLC | 360 | $44,798 | $80,838 | $36,040 | 80.45% |
| HAS Hayley A. Snell LRI Investments, LLC | 8,217 | $2.75M | $1.85M | -$906,744.17 | -32.91% |
David Millar Gen-Wealth Partners Inc | 136 | $31,458.85 | $30,736 | -$722.85 | -2.3% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 8,476 | $1.05M | $1.95M | $896,549.34 | 85% |
Michael Dziura Westfuller Advisors, LLC | 1,092 | $253,803.25 | $246,606.36 | -$7,196.89 | -2.84% |
| NCG Noah C Goldberg Jain Global LLC | 1,944 | $241,911 | $437,244.48 | $195,333.48 | 80.75% |