| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Rosenthal Viawealth LLC | 5,619 | $646,499.26 | $641,577.42 | -$4,921.84 | -0.76% |
David Smith Linden Thomas Advisory Services LLC | 6,071 | $586,759.07 | $679,223.48 | $92,464.41 | 15.76% |
Philip Rc Dudley Dudley Capital Management LLC | 3,000 | $230,430 | $342,390 | $111,960 | 48.59% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 655 | $73,004.69 | $72,908.05 | -$96.64 | -0.13% |
Paul B. Ordonio Park Place Capital Corp. | 283 | $37,715.41 | $32,120.5 | -$5,594.91 | -14.83% |
Kevin Kroskey True Wealth Design LLC | 27 | $3,313.23 | $3,020.49 | -$292.74 | -8.84% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 12,435 | $1.49M | $1.4M | -$94,499.98 | -6.33% |
Lison Couture iA Global Asset Management Inc. | 227,360 | $30.56M | $25.46M | -$5.1M | -16.69% |
| PIL PFG Investments LLC PFG Investments LLC | 5,684 | $533,559.98 | $639,336.32 | $105,776.34 | 19.82% |
| JC Jared Calvert Buck Wealth Strategies LLC | 55 | $7,183.55 | $6,190.8 | -$992.75 | -13.82% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 6,803 | $757,990.38 | $763,500.69 | $5,510.31 | 0.73% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 166 | $21,252.87 | $18,711.52 | -$2,541.35 | -11.96% |
Courtney Holt Compound Planning, Inc. | 4,106 | $598,190.3 | $462,335.6 | -$135,854.7 | -22.71% |
Nemes Rush Group LLC Nemes Rush Group LLC | 220 | $29,358.59 | $24,695 | -$4,663.59 | -15.88% |
Ian Wang Plato Investment Management Ltd | 10,945 | $1.5M | $1.22M | -$270,827.85 | -18.11% |
John Shanley Aspect Partners, LLC | 54 | $7,014.62 | $6,043.68 | -$970.94 | -13.84% |
Andrew Wiener Samjo Management, LLC | 30,430 | $2.84M | $3.42M | $580,300.33 | 20.46% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,195 | $643,875.8 | $472,461.87 | -$171,413.93 | -26.62% |
Annmarie Young KPP Advisory Services LLC | 1,956 | $255,473.16 | $220,558.56 | -$34,914.6 | -13.67% |
Tony Macafee UniSuper Management Pty Ltd | 50,479 | $7.17M | $5.67M | -$1.5M | -20.93% |