| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 18 | $13,621.47 | $12,115.17 | -$1,506.3 | -11.06% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 443 | $325,104.04 | $289,549.23 | -$35,554.81 | -10.94% |
Staci Compagno Portside Wealth Group, LLC | 1,142 | $446,670.09 | $746,422.61 | $299,752.52 | 67.11% |
Courtney Holt Compound Planning, Inc. | 1,196 | $588,308.68 | $805,858.82 | $217,550.14 | 36.98% |
Ian Wang Plato Investment Management Ltd | 865 | $675,934.38 | $565,372.64 | -$110,561.74 | -16.36% |
Tony Macafee UniSuper Management Pty Ltd | 4,196 | $3.29M | $2.74M | -$544,201.65 | -16.56% |
Invesco LLC INVESCO, LLC | 2,378 | $654,505.56 | $1.55M | $899,779.02 | 137.47% |
Norden Group LLC NORDEN GROUP LLC | 1,794 | $657,116.49 | $1.2M | $545,760.51 | 83.05% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 940 | $747,103 | $614,393.39 | -$132,709.61 | -17.76% |
| AA Andrew Alkon EntryPoint Capital, LLC | 1,168 | $906,963.91 | $788,703.68 | -$118,260.23 | -13.04% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,493 | $1.42M | $1.61M | $188,986.63 | 13.34% |
Mathieu Cornu Pictet Asset Management Holding SA | 17,968 | $11.04M | $12.1M | $1.06M | 9.59% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 9 | $3,051.37 | $6,060.55 | $3,009.18 | 98.62% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,847 | $942,680.07 | $1.24M | $299,187.32 | 31.74% |
NICOLE MARTIN Arlington Trust Co LLC | 10 | $7,948 | $6,704.85 | -$1,243.15 | -15.64% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,119 | $1.08M | $1.43M | $346,197.95 | 32.03% |
Syon Capital LLC SYON CAPITAL LLC | 2,631 | $1.22M | $1.78M | $555,043.77 | 45.49% |
Kevin Bresler TD Waterhouse Canada Inc. | 27,255 | $20.2M | $18.33M | -$1.88M | -9.29% |
| AK Alisha Kamadia United Community Bank | 255 | $106,907.28 | $166,670.55 | $59,763.27 | 55.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,368 | $2.15M | $2.93M | $780,160.1 | 36.37% |