| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beth Zilka Baron Wealth Management LLC | 4,679 | $317,838 | $305,772.65 | -$12,065.35 | -3.8% |
Gregg Zeoli Empire Financial Management Company LLC | 25,901 | $1.76M | $1.65M | -$110,596.34 | -6.29% |
| JC Jared Calvert Buck Wealth Strategies LLC | 21 | $1,427 | $1,336.86 | -$90.14 | -6.32% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 47,199 | $3.21M | $3.08M | -$121,773.35 | -3.8% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 5,818 | $376,146.06 | $370,373.88 | -$5,772.18 | -1.53% |
Courtney Holt Compound Planning, Inc. | 5,310 | $362,150.99 | $338,034.6 | -$24,116.39 | -6.66% |
Ian Wang Plato Investment Management Ltd | 4,236 | $272,106 | $276,822.6 | $4,716.6 | 1.73% |
John Shanley Aspect Partners, LLC | 5 | $315.25 | $318.3 | $3.05 | 0.97% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,581 | $685,342.3 | $673,586.46 | -$11,755.84 | -1.72% |
Tony Macafee UniSuper Management Pty Ltd | 76,794 | $5.1M | $5.02M | -$76,540.15 | -1.5% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 2,651 | $170,727.86 | $173,242.85 | $2,514.99 | 1.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,884 | $707,451.74 | $711,269.4 | $3,817.66 | 0.54% |
Mathieu Cornu Pictet Asset Management Holding SA | 346,086 | $21.84M | $22.03M | $192,063.19 | 0.88% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 146,041 | $10M | $9.3M | -$707,825.33 | -7.07% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,325 | $435,541.03 | $402,649.5 | -$32,891.53 | -7.55% |
Syon Capital LLC SYON CAPITAL LLC | 5,206 | $333,316 | $331,413.96 | -$1,902.04 | -0.57% |
Kevin Bresler TD Waterhouse Canada Inc. | 688 | $43,705.8 | $43,798.08 | $92.28 | 0.21% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,781 | $283,639.78 | $312,438.35 | $28,798.57 | 10.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,228 | $219,307 | $205,494.48 | -$13,812.52 | -6.3% |
Robert Shea NEOS Investment Management LLC | 129,651 | $8.44M | $8.47M | $27,946.44 | 0.33% |