| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 145 | $21,714.17 | $21,581.8 | -$132.37 | -0.61% |
Courtney Holt Compound Planning, Inc. | 2,016 | $323,278.68 | $298,650.24 | -$24,628.44 | -7.62% |
Ian Wang Plato Investment Management Ltd | 40 | $7,545.46 | $5,911.6 | -$1,633.86 | -21.65% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,971 | $852,178.87 | $736,521.26 | -$115,657.61 | -13.57% |
John Shanley Aspect Partners, LLC | 4 | $625 | $589.69 | -$35.31 | -5.65% |
Tony Macafee UniSuper Management Pty Ltd | 4,527 | $566,871.06 | $667,641.96 | $100,770.9 | 17.78% |
Robert Green LECAP ASSET MANAGEMENT LTD | 4,452 | $695,179.65 | $661,433.64 | -$33,746.01 | -4.85% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 1,308 | $235,698.94 | $193,309.45 | -$42,389.49 | -17.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 697 | $111,075.01 | $100,674.68 | -$10,400.33 | -9.36% |
Mathieu Cornu Pictet Asset Management Holding SA | 13,843 | $2.79M | $2.07M | -$726,475.8 | -26% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $843.88 | $883.86 | $39.98 | 4.74% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,704 | $272,402.75 | $252,464.64 | -$19,938.11 | -7.32% |
Jae Cho Marex Group plc | 8,366 | $1.17M | $1.24M | $66,510.94 | 5.68% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,532 | $262,630.97 | $228,574.4 | -$34,056.57 | -12.97% |
Syon Capital LLC SYON CAPITAL LLC | 2,559 | $431,601 | $378,923.92 | -$52,677.08 | -12.21% |
Florian Peters denkapparat Operations GmbH | 3,600 | $607,176 | $533,772 | -$73,404 | -12.09% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,294 | $223,210.36 | $190,619.14 | -$32,591.22 | -14.6% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,300 | $219,258 | $191,503 | -$27,755 | -12.66% |
Robert Shea NEOS Investment Management LLC | 10,372 | $1.64M | $1.53M | -$108,431.11 | -6.61% |
Ann Keitner Quantum Portfolio Management LLC | 71 | $11,975 | $10,494.51 | -$1,480.49 | -12.36% |