| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Smith Linden Thomas Advisory Services LLC | 69,082 | $5.56M | $5.15M | -$407,019.7 | -7.33% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 80 | $5,024 | $5,962 | $938 | 18.67% |
Paul B. Ordonio Park Place Capital Corp. | 66 | $4,291.17 | $4,913.37 | $622.2 | 14.5% |
Kevin Kroskey True Wealth Design LLC | 983 | $65,310.45 | $74,403.27 | $9,092.82 | 13.92% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 32,237 | $2M | $2.4M | $404,413.46 | 20.27% |
Lison Couture iA Global Asset Management Inc. | 99,243 | $8.27M | $7.46M | -$812,994.62 | -9.83% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 249 | $16,601.66 | $18,244.23 | $1,642.57 | 9.89% |
Brett Pohl Invera Wealth Advisors, LLC | 14,101 | $942,915.36 | $1.06M | $116,633.78 | 12.37% |
Alexandra Stickelman Root Financial Partners, LLC | 1,542 | $103,034.47 | $115,865.88 | $12,831.41 | 12.45% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 3,300 | $223,711.22 | $246,345 | $22,633.78 | 10.12% |
Courtney Holt Compound Planning, Inc. | 4,283 | $340,261.7 | $324,180.27 | -$16,081.43 | -4.73% |
Ian Wang Plato Investment Management Ltd | 11,681 | $1.14M | $884,134.89 | -$254,192.06 | -22.33% |
John Shanley Aspect Partners, LLC | 16 | $1,066.88 | $1,211.04 | $144.16 | 13.51% |
Tony Macafee UniSuper Management Pty Ltd | 43,777 | $3.67M | $3.27M | -$403,074.53 | -10.97% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 8,580 | $705,434.7 | $627,369.6 | -$78,065.1 | -11.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,967 | $707,770.04 | $754,402.23 | $46,632.19 | 6.59% |
Anthony Moeller MN Wealth Advisors, LLC | 6,141 | $427,340.79 | $432,817.68 | $5,476.89 | 1.28% |
David Skalicky INSPIRE TRUST CO, N.A. | 65,000 | $4.71M | $4.85M | $140,764.83 | 2.99% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 9,097 | $1.24M | $679,454.93 | -$556,633.12 | -45.03% |
Mathieu Cornu Pictet Asset Management Holding SA | 756,328 | $68.49M | $57.25M | -$11.24M | -16.41% |