| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Rosenthal Viawealth LLC | 3,793 | $393,532.45 | $274,271.83 | -$119,260.62 | -30.31% |
David D. Jones Applied Finance Capital Management LLC | 3,330 | $397,353.94 | $240,792.3 | -$156,561.64 | -39.4% |
Kevin Kroskey True Wealth Design LLC | 647 | $45,195.1 | $48,201.5 | $3,006.4 | 6.65% |
| MDR Millard David Roberts Harvest Investment Advisors LLC | 39,165 | $3.03M | $2.87M | -$169,181.69 | -5.57% |
Lison Couture iA Global Asset Management Inc. | 11,922 | $930,273.66 | $856,834.14 | -$73,439.52 | -7.89% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 8,543 | $704,379.16 | $613,985.41 | -$90,393.75 | -12.83% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 73 | $4,663.24 | $5,418.79 | $755.55 | 16.2% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,441 | $374,658.87 | $319,174.67 | -$55,484.2 | -14.81% |
Annmarie Young KPP Advisory Services LLC | 4,138 | $470,117.53 | $297,398.06 | -$172,719.47 | -36.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,770 | $210,416.44 | $199,079.9 | -$11,336.54 | -5.39% |
Mathieu Cornu Pictet Asset Management Holding SA | 19,071 | $1.99M | $1.42M | -$573,655.75 | -28.76% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 16 | $1,901.42 | $1,188.96 | -$712.46 | -37.47% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,119 | $518,672.47 | $375,017.94 | -$143,654.53 | -27.7% |
Kevin Bresler TD Waterhouse Canada Inc. | 379 | $27,611.48 | $28,235.5 | $624.02 | 2.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,978 | $310,398.01 | $296,361 | -$14,037.01 | -4.52% |
David Vollmer PFS Partners, LLC | 157 | $15,593.11 | $11,283.59 | -$4,309.52 | -27.64% |
Benj Foor Frazier Financial Advisors, LLC | 79 | $11,568.75 | $5,677.73 | -$5,891.02 | -50.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 52 | $4,013.59 | $3,804.32 | -$209.27 | -5.21% |
Darin Sadow Freestone Grove Partners LP | 1.57M | $127.32M | $114.98M | -$12.33M | -9.69% |
Curtis Burkholder Bare Financial Services, Inc | 49 | $3,936.63 | $3,650.5 | -$286.13 | -7.27% |