| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn Scholz Impact Partnership Wealth, LLC | 2,729 | $514,935 | $502,299.74 | -$12,635.26 | -2.45% |
John Shanley Aspect Partners, LLC | 10 | $1,905.19 | $1,840.6 | -$64.59 | -3.39% |
Tony Macafee UniSuper Management Pty Ltd | 32,529 | $5.9M | $5.99M | $89,454.79 | 1.52% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 750 | $135,983 | $138,045 | $2,062 | 1.52% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,586 | $322,750.93 | $291,919.16 | -$30,831.77 | -9.55% |
Mathieu Cornu Pictet Asset Management Holding SA | 65,334 | $12.25M | $12.03M | -$223,487.79 | -1.82% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,076 | $884,696.92 | $750,228.56 | -$134,468.36 | -15.2% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,184 | $266,691.81 | $217,927.04 | -$48,764.77 | -18.29% |
Syon Capital LLC SYON CAPITAL LLC | 1,958 | $370,959.35 | $360,389.48 | -$10,569.87 | -2.85% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,146 | $233,501.47 | $210,932.76 | -$22,568.71 | -9.67% |
Robert Shea NEOS Investment Management LLC | 53,021 | $9.95M | $9.76M | -$193,069.13 | -1.94% |
Charles Corkery PUREfi Wealth, LLC | 1,630 | $314,262.2 | $300,017.8 | -$14,244.4 | -4.53% |
David Vollmer PFS Partners, LLC | 15 | $2,898 | $2,760.9 | -$137.1 | -4.73% |
Amir Har-El Savvy Advisors, Inc. | 8,137 | $1.65M | $1.5M | -$150,758.52 | -9.15% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 31 | $5,841.85 | $5,705.86 | -$135.99 | -2.33% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,210 | $226,581.69 | $222,712.6 | -$3,869.09 | -1.71% |
Jonathon Gold Gold Investment Management Ltd. | 50 | $9,360.98 | $9,203 | -$157.98 | -1.69% |
Taylor Wagner Valued Wealth Advisors LLC | 5 | $1,135 | $920.3 | -$214.7 | -18.92% |
Kent Keister Bear Mountain Capital, Inc. | 369 | $66,502.05 | $67,918.14 | $1,416.09 | 2.13% |
Curtis Burkholder Bare Financial Services, Inc | 46 | $7,590.09 | $8,466.76 | $876.67 | 11.55% |