| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 45 | $16,918 | $15,953.85 | -$964.15 | -5.7% |
Dana Isaacs ClearAlpha Technologies LP | 694 | $243,802 | $246,043.82 | $2,241.82 | 0.92% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 30 | $12,295.2 | $10,635.9 | -$1,659.3 | -13.5% |
Alexandra Stickelman Root Financial Partners, LLC | 88 | $34,975.14 | $31,198.64 | -$3,776.5 | -10.8% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,061 | $442,309.5 | $376,156.33 | -$66,153.17 | -14.96% |
Courtney Holt Compound Planning, Inc. | 704 | $278,693.46 | $249,589.12 | -$29,104.34 | -10.44% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,123 | $452,899.68 | $398,137.19 | -$54,762.49 | -12.09% |
Tony Macafee UniSuper Management Pty Ltd | 9,807 | $4.09M | $3.48M | -$614,506.29 | -15.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 171 | $71,339.63 | $60,624.63 | -$10,715 | -15.02% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 20,126 | $6.45M | $7.14M | $689,027.74 | 10.69% |
Mathieu Cornu Pictet Asset Management Holding SA | 677,889 | $183.76M | $240.33M | $56.58M | 30.79% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $2,206.77 | $2,127.18 | -$79.59 | -3.61% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,829 | $550,221.76 | $648,435.37 | $98,213.61 | 17.85% |
Jae Cho Marex Group plc | 581 | $204,105 | $205,981.93 | $1,876.93 | 0.92% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 60 | $23,971.72 | $21,271.8 | -$2,699.92 | -11.26% |
Syon Capital LLC SYON CAPITAL LLC | 1,131 | $387,360.06 | $400,973.43 | $13,613.37 | 3.51% |
Kevin Bresler TD Waterhouse Canada Inc. | 74 | $25,334.76 | $26,235.22 | $900.46 | 3.55% |
James Rankin Modern Wealth Management, LLC | 547 | $192,161.1 | $193,927.91 | $1,766.81 | 0.92% |
Benj Foor Frazier Financial Advisors, LLC | 19 | $7,111 | $6,736.07 | -$374.93 | -5.27% |
Amir Har-El Savvy Advisors, Inc. | 597 | $249,026.36 | $211,654.41 | -$37,371.95 | -15.01% |