| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Greer GSG Advisors LLC | 1,548 | $297,381.8 | $285,853.68 | -$11,528.12 | -3.88% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 114,256 | $22.52M | $21.35M | -$1.17M | -5.21% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 35,353 | $6.91M | $6.53M | -$381,239.93 | -5.52% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,527 | $331,541.79 | $281,975.82 | -$49,565.97 | -14.95% |
Jae Cho Marex Group plc | 33,565 | $6.9M | $6.27M | -$634,807.93 | -9.2% |
Jesse Steele Etesian Wealth Advisors, Inc. | 1,743 | $344,693.83 | $321,862.38 | -$22,831.45 | -6.62% |
NICOLE MARTIN Arlington Trust Co LLC | 111 | $22,982.57 | $20,799.18 | -$2,183.39 | -9.5% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 2,635 | $466,395 | $492,086.25 | $25,691.25 | 5.51% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 38,816 | $8.42M | $7.29M | -$1.13M | -13.37% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,506 | $865,292.58 | $832,077.96 | -$33,214.62 | -3.84% |
Stacey Cheek Wheelhouse Advisory Group LLC | 2,452 | $534,616.31 | $457,445.12 | -$77,171.19 | -14.43% |
Michael Grossman AdviceOne Advisory Services, LLC | 949 | $205,430 | $177,235.24 | -$28,194.76 | -13.72% |
Syon Capital LLC SYON CAPITAL LLC | 9,546 | $1.88M | $1.78M | -$100,115.98 | -5.32% |
Kevin Bresler TD Waterhouse Canada Inc. | 96,461 | $18.63M | $18.21M | -$428,352.52 | -2.3% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 4,423 | $880,309.83 | $816,751.18 | -$63,558.65 | -7.22% |
Melissa S. Kampmann Kampmann Melissa S. | 6,699 | $1.37M | $1.25M | -$120,288.81 | -8.77% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,987 | $1.47M | $1.29M | -$181,614.61 | -12.34% |
| AK Alisha Kamadia United Community Bank | 17 | $3,669 | $3,139.22 | -$529.78 | -14.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 65,242 | $14.19M | $12.31M | -$1.88M | -13.24% |
Robert Shea NEOS Investment Management LLC | 128,023 | $25.93M | $23.64M | -$2.29M | -8.84% |