| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ian Wang Plato Investment Management Ltd | 5,911 | $251,009 | $226,184.41 | -$24,824.59 | -9.89% |
Norden Group LLC NORDEN GROUP LLC | 10,286 | $354,454.49 | $394,725.25 | $40,270.76 | 11.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 41,150 | $1.43M | $1.51M | $74,575.76 | 5.21% |
Peter David N Soliman Second Line Capital, LLC | 10,375 | $357,548.13 | $390,203.75 | $32,655.62 | 9.13% |
Mathieu Cornu Pictet Asset Management Holding SA | 46,244 | $1.35M | $1.69M | $334,067.82 | 24.73% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 536 | $18,566.19 | $20,716.4 | $2,150.21 | 11.58% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,894 | $288,740.33 | $251,458.65 | -$37,281.68 | -12.91% |
NICOLE MARTIN Arlington Trust Co LLC | 303 | $12,859 | $11,656.41 | -$1,202.59 | -9.35% |
Kevin Bresler TD Waterhouse Canada Inc. | 218 | $8,277.04 | $8,425.7 | $148.66 | 1.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,808 | $284,894.41 | $263,129.2 | -$21,765.21 | -7.64% |
James Rankin Modern Wealth Management, LLC | 6,469 | $227,320 | $235,698.01 | $8,378.01 | 3.69% |
Amir Har-El Savvy Advisors, Inc. | 6,923 | $239,473.97 | $252,204.89 | $12,730.92 | 5.32% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8 | $221.17 | $291.88 | $70.71 | 31.97% |
Taylor Wagner Valued Wealth Advisors LLC | 16 | $493.18 | $618.4 | $125.22 | 25.39% |
Darin Sadow Freestone Grove Partners LP | 1.05M | $36.14M | $38.26M | $2.12M | 5.88% |
Brad McFadden Glenorchy Capital Ltd | 59,607 | $1.44M | $2.17M | $727,000.19 | 50.5% |
Curtis Burkholder Bare Financial Services, Inc | 49 | $2,045.37 | $1,785.56 | -$259.81 | -12.7% |
Keisuke Ichihara Rakuten Securities, Inc. | 881 | $31,579.83 | $34,050.65 | $2,470.82 | 7.82% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 11,385 | $344,960.2 | $427,962.15 | $83,001.95 | 24.06% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 350 | $14,098 | $12,747 | -$1,351 | -9.58% |