| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 122 | $13,603.97 | $12,115.82 | -$1,488.15 | -10.94% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 411 | $36,999.23 | $40,816.41 | $3,817.18 | 10.32% |
KATHLEEN VANORMER UNION SAVINGS BANK | 2,271 | $201,863.15 | $225,533.01 | $23,669.86 | 11.73% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 59,010 | $5.31M | $5.86M | $552,433.99 | 10.41% |
Nancy Smetek Arcataur Capital Management LLC | 3,933 | $352,167.44 | $390,704.22 | $38,536.78 | 10.94% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,848 | $1.73M | $1.67M | -$59,685.28 | -3.44% |
Bradley H. Owens LJI Wealth Management, LLC | 5,065 | $412,462.06 | $503,258.4 | $90,821.66 | 22.02% |
Tony Macafee UniSuper Management Pty Ltd | 262,280 | $27.28M | $26.05M | -$1.23M | -4.5% |
Thomas Dobbins New Republic Capital, LLC | 6,166 | $676,643.2 | $612,530.44 | -$64,112.76 | -9.47% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 6,495 | $662,279.11 | $645,148.35 | -$17,130.76 | -2.59% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 6,998 | $867,523.97 | $695,111.34 | -$172,412.63 | -19.87% |
John Hayes LongView Wealth Management | 2,683 | $240,584.84 | $266,448.73 | $25,863.89 | 10.75% |
Andrew Halac Talon Private Wealth, LLC | 11,153 | $1.11M | $1.11M | $2,322.39 | 0.21% |
| NGL Norden Group LLC NORDEN GROUP LLC | 20,983 | $2.2M | $2.08M | -$116,930.89 | -5.31% |
Bradley Harsch Strategic Advocates LLC | 637 | $78,984.68 | $63,292.32 | -$15,689.18 | -19.86% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 91,449 | $11.04M | $9.08M | -$1.96M | -17.73% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 3,793 | $337,090.32 | $376,872.48 | $39,801.12 | 11.81% |
| AA Andrew Alkon EntryPoint Capital, LLC | 6,566 | $747,014.1 | $651,938.14 | -$95,075.96 | -12.73% |
Denise Reinert CGC Financial Services, LLC | 129 | $11,609.57 | $12,813.57 | $1,204 | 10.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 70,551 | $7.09M | $7.01M | -$81,175.6 | -1.14% |