| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Matter Creative Capital Management Investments LLC | 13 | $2,255.89 | $2,199.08 | -$56.81 | -2.52% |
Sue Oleari Trifecta Capital Advisors LLC | 275 | $57,997.47 | $46,519 | -$11,478.47 | -19.79% |
Bepin Serraj Richard W. Paul & Associates LLC | 10,089 | $1.26M | $1.78M | $512,722.62 | 40.58% |
David Smith Linden Thomas Advisory Services LLC | 1,935 | $331,716.69 | $327,324.6 | -$4,392.09 | -1.32% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 335 | $56,501 | $56,668.6 | $167.6 | 0.3% |
Paul B. Ordonio Park Place Capital Corp. | 106 | $23,559.03 | $19,218.86 | -$4,340.17 | -18.42% |
Kevin Kroskey True Wealth Design LLC | 396 | $66,969.15 | $66,987.36 | $18.21 | 0.03% |
Jill Batley Gateway Wealth Partners LLC | 1,376 | $235,885 | $232,764.16 | -$3,120.84 | -1.32% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 2,899 | $488,945 | $525,617.69 | $36,672.69 | 7.5% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 34 | $5,580.13 | $5,751.44 | $171.31 | 3.07% |
Courtney Holt Compound Planning, Inc. | 1,461 | $228,135 | $247,142.76 | $19,007.76 | 8.33% |
Ian Wang Plato Investment Management Ltd | 40 | $7,545.46 | $6,943.4 | -$602.06 | -7.98% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,971 | $852,178.87 | $840,894.36 | -$11,284.51 | -1.32% |
John Shanley Aspect Partners, LLC | 4 | $625 | $676.64 | $51.64 | 8.26% |
Tony Macafee UniSuper Management Pty Ltd | 4,527 | $566,871.06 | $820,790.37 | $253,919.31 | 44.79% |
Robert Green LECAP ASSET MANAGEMENT LTD | 4,452 | $695,179.65 | $753,100.32 | $57,920.67 | 8.33% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 1,308 | $235,698.94 | $221,261.28 | -$14,437.66 | -6.13% |
Christopher C. Powers Farther Finance Advisors, LLC | 769 | $124,717.15 | $130,084.04 | $5,366.89 | 4.3% |
Mathieu Cornu Pictet Asset Management Holding SA | 15,243 | $3.13M | $2.58M | -$553,285.53 | -17.67% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $843.88 | $1,014.96 | $171.08 | 20.27% |