| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel de la Torre Canada Post Corp Registered Pension Plan | 4,547 | $621,425.63 | $610,070.99 | -$11,354.64 | -1.83% |
| AA Andrew Alkon EntryPoint Capital, LLC | 6,415 | $860,110.09 | $865,511.8 | $5,401.71 | 0.63% |
| BF Brian Falahee Delta Global Management LP | 19,772 | $2.68M | $2.67M | -$15,033.46 | -0.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,919 | $808,781.73 | $794,152.23 | -$14,629.5 | -1.81% |
Mukunda Loprinzi Meketa Capital, LLC | 5,622 | $699,883 | $754,303.74 | $54,420.74 | 7.78% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.02M | $147.9M | $136.51M | -$11.4M | -7.7% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 20 | $2,651.8 | $2,683.4 | $31.6 | 1.19% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,684 | $677,127.92 | $628,452.28 | -$48,675.64 | -7.19% |
NICOLE MARTIN Arlington Trust Co LLC | 21 | $2,614.29 | $2,817.57 | $203.28 | 7.78% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,995 | $393,363.49 | $401,839.15 | $8,475.66 | 2.15% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,900 | $250,726.95 | $254,923 | $4,196.05 | 1.67% |
Syon Capital LLC SYON CAPITAL LLC | 2,771 | $384,943.35 | $377,410.2 | -$7,533.15 | -1.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,997 | $783,434.57 | $804,617.49 | $21,182.92 | 2.7% |
| AK Alisha Kamadia United Community Bank | 10 | $1,305.07 | $1,349.2 | $44.13 | 3.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,275 | $2.47M | $2.45M | -$22,153.78 | -0.9% |
Robert Shea NEOS Investment Management LLC | 31,474 | $4.26M | $4.26M | $7,441.38 | 0.17% |
Savoie Capital LLC Savoie Capital LLC | 25,000 | $3.1M | $3.35M | $251,078 | 8.09% |
James Rankin Modern Wealth Management, LLC | 3,223 | $443,959.3 | $438,972.6 | -$4,986.7 | -1.12% |
KKM Financial LLC KKM Financial LLC | 52,949 | $7.05M | $7.21M | $162,729.56 | 2.31% |
David Vollmer PFS Partners, LLC | 43 | $6,121.02 | $5,769.31 | -$351.71 | -5.75% |