| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Agosta Prosperity Financial Group, Inc. | 2,712 | $210,413.93 | $184,293.96 | -$26,119.97 | -12.41% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 52,832 | $3.54M | $3.62M | $74,857.65 | 2.11% |
Peter Sigismondi Ramirez Asset Management, Inc. | 24,107 | $1.46M | $1.65M | $193,430.69 | 13.25% |
| AA Andrew Alkon EntryPoint Capital, LLC | 3,893 | $302,018.86 | $267,877.33 | -$34,141.53 | -11.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,003 | $435,985.08 | $401,120.46 | -$34,864.62 | -8% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 795 | $55,594.07 | $53,964.6 | -$1,629.47 | -2.93% |
Mathieu Cornu Pictet Asset Management Holding SA | 4.27M | $268.58M | $285.74M | $17.16M | 6.39% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 39 | $2,475.91 | $2,679.3 | $203.39 | 8.21% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,492 | $344,061.16 | $368,403.36 | $24,342.2 | 7.07% |
Jae Cho Marex Group plc | 3,182 | $243,423 | $214,387.25 | -$29,035.75 | -11.93% |
NICOLE MARTIN Arlington Trust Co LLC | 16 | $1,241 | $1,100.16 | -$140.84 | -11.35% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,259 | $1.2M | $1.15M | -$41,535.53 | -3.47% |
Syon Capital LLC SYON CAPITAL LLC | 8,781 | $641,194.41 | $592,190.64 | -$49,003.77 | -7.64% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,227 | $251,371.79 | $221,694.9 | -$29,676.89 | -11.81% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,551 | $328,070.84 | $312,653.7 | -$15,417.14 | -4.7% |
Robert Shea NEOS Investment Management LLC | 50,112 | $3.49M | $3.43M | -$54,285.69 | -1.56% |
Amir Har-El Savvy Advisors, Inc. | 2,854 | $218,331 | $191,902.96 | -$26,428.04 | -12.1% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 170 | $13,005 | $11,697.7 | -$1,307.3 | -10.05% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,177 | $68,773.95 | $79,117.94 | $10,343.99 | 15.04% |
Taylor Wagner Valued Wealth Advisors LLC | 12 | $848 | $824.4 | -$23.6 | -2.78% |