| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rebecca Loeffler Corus Family Wealth Advisors | 414 | $299,322 | $177,175.44 | -$122,146.56 | -40.81% |
| MR Michael Ryan Whelan Financial | 1,746 | $309,606.98 | $751,670.48 | $442,063.5 | 142.78% |
David Spratt Badgley Phelps Wealth Managers LLC | 82,648 | $19.48M | $36.91M | $17.43M | 89.46% |
Dinan Hu R Squared Ltd | 1,643 | $573,760 | $733,813.09 | $160,053.09 | 27.9% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 8,320 | $6.02M | $3.72M | -$2.3M | -38.23% |
Lindsay Voak Greenland Capital Management LP | 944 | $322,649.71 | $421,618.72 | $98,969.01 | 30.67% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 2,458 | $442,684.16 | $1.05M | $604,731.09 | 136.61% |
Kenny Tang Trans-Canada Capital Inc. | 61,338 | $44.35M | $25.78M | -$18.57M | -41.88% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 5,653 | $2.56M | $2.44M | -$116,575.12 | -4.56% |
Ellen York T. Rowe Price Investment Management Inc. | 3,855 | $1.1M | $1.62M | $518,658.51 | 47.21% |
| RE Rod Ehrlich Wayfinding Financial LLC | 852 | $293,873.55 | $380,528.76 | $86,655.21 | 29.49% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 31,721 | $7.11M | $13.62M | $6.51M | 91.6% |
Bradley W. Clark Paladin Advisory Group LLC | 500 | $61,415 | $223,315 | $161,900 | 263.62% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 5,761 | $904,674.66 | $2.48M | $1.57M | 173.83% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 313 | $65,776.88 | $131,768.3 | $65,991.42 | 100.33% |
Ashish Sharma DGS Capital Management LLC | 9,837 | $1.65M | $4.39M | $2.74M | 165.97% |
Brad Van Aken Agate Pass Investment Management LLC | 6,945 | $854,159.65 | $2.99M | $2.14M | 250.24% |
Russell Silberstein Carmel Capital Partners LLC | 6,126 | $1.17M | $2.74M | $1.56M | 133.58% |
Matthew Liebman Amplius Wealth Advisors LLC | 316 | $228,468 | $141,135.08 | -$87,332.92 | -38.23% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,032 | $6.26M | $4.74M | -$1.51M | -24.18% |