| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beth Steinhaus Breakwater Investment Management | 280 | $145,102.17 | $68,628 | -$76,474.17 | -52.7% |
Roger Krabbe Bank & Trust Co | 259 | $108,198.63 | $63,442.05 | -$44,756.58 | -41.37% |
Nick Fels Talaria Asset Management Pty Ltd | 38,000 | $9.24M | $9.31M | $71,440 | 0.77% |
Bruce Barton Parkworth Wealth Management, Inc. | 223 | $98,759.15 | $55,904.98 | -$42,854.17 | -43.39% |
Yatrik Munshi Meridiem Capital Partners LP | 92,233 | $18.91M | $23.11M | $4.2M | 22.22% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 26,352 | $10.36M | $6.46M | -$3.9M | -37.65% |
| BBF Brian Barnum Forbis Science & Technology Partners, L.P. | 2,810 | $576,106 | $702,935.55 | $126,829.55 | 22.01% |
Shannon Barnes Kerusso Capital Management LLC | 18,283 | $3.99M | $4.59M | $600,666.39 | 15.07% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 1,055 | $248,836.98 | $262,684.34 | $13,847.36 | 5.56% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 9,563 | $4.71M | $2.39M | -$2.32M | -49.29% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 1,208 | $607,869.56 | $296,443.2 | -$311,426.36 | -51.23% |
Carmen McClennon WR Wealth Planners, LLC | 1,576 | $729,386.61 | $394,906.2 | -$334,480.41 | -45.86% |
Nathan Edwards IMG Wealth Management, Inc. | 220 | $96,558.36 | $53,898.9 | -$42,659.46 | -44.18% |
| GHH Grace H. Holt GG Group Ventures, LLC | 611 | $326,603.53 | $153,422.1 | -$173,181.43 | -53.02% |
David A Rozenson Fairscale Capital, LLC | 1,591 | $901,296.37 | $389,492.71 | -$511,803.66 | -56.79% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 3,630 | $1.11M | $886,155.6 | -$225,248.1 | -20.27% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 10 | $2,050 | $2,458.4 | $408.4 | 19.92% |
FRANCOIS GAUTRON ECOFI INVESTISSEMENTS SA | 2,100 | $804,384.57 | $513,607.92 | -$290,776.65 | -36.15% |
Greg Reidy Granite FO LLC | 7 | $3,624 | $1,761.69 | -$1,862.31 | -51.39% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 151 | $54,614.01 | $36,954.64 | -$17,659.37 | -32.33% |