| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 127 | $22,516.03 | $10,426.06 | -$12,089.97 | -53.69% |
Alexandra Stickelman Root Financial Partners, LLC | 2,015 | $211,011.01 | $165,421.42 | -$45,589.59 | -21.61% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 32,291 | $2.69M | $2.67M | -$17,684.43 | -0.66% |
Courtney Holt Compound Planning, Inc. | 3,356 | $300,122.67 | $275,510.82 | -$24,611.85 | -8.2% |
Ian Wang Plato Investment Management Ltd | 9,194 | $736,309.8 | $754,781.43 | $18,471.63 | 2.51% |
Tony Macafee UniSuper Management Pty Ltd | 28,220 | $2.08M | $2.32M | $245,209.06 | 11.81% |
Robert Green LECAP ASSET MANAGEMENT LTD | 29,461 | $2.24M | $2.42M | $180,104.32 | 8.03% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 6,178 | $546,065.57 | $508,511.18 | -$37,554.39 | -6.88% |
| AA Andrew Alkon EntryPoint Capital, LLC | 4,325 | $310,405 | $357,785.62 | $47,380.62 | 15.26% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,942 | $289,774.82 | $241,626.46 | -$48,148.36 | -16.62% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 3,336 | $445,530.54 | $274,269.24 | -$171,261.3 | -38.44% |
Mathieu Cornu Pictet Asset Management Holding SA | 973,478 | $104.57M | $80.53M | -$24.04M | -22.99% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 14 | $1,279.43 | $1,159.76 | -$119.67 | -9.35% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,434 | $443,178.34 | $365,671.98 | -$77,506.36 | -17.49% |
Jae Cho Marex Group plc | 4,901 | $351,745 | $405,435.22 | $53,690.22 | 15.26% |
NICOLE MARTIN Arlington Trust Co LLC | 181 | $16,351.98 | $14,973.22 | -$1,378.76 | -8.43% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 75 | $7,854 | $6,195.75 | -$1,658.25 | -21.11% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,825 | $269,168.18 | $315,925.87 | $46,757.69 | 17.37% |
Brian Glenn Premier Path Wealth Partners, LLC | 8,581 | $709,027.94 | $708,876.41 | -$151.53 | -0.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,538 | $458,942.6 | $457,494.18 | -$1,448.42 | -0.32% |