| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 3,904 | $268,995.3 | $257,624.96 | -$11,370.34 | -4.23% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 94,876 | $6.09M | $6.3M | $211,805.27 | 3.48% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 3,059 | $219,360.89 | $204,142.36 | -$15,218.53 | -6.94% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 46,536 | $3.17M | $3.1M | -$68,280.69 | -2.15% |
Beth Zilka Baron Wealth Management LLC | 4,173 | $292,534.86 | $278,318.23 | -$14,216.63 | -4.86% |
Lison Couture iA Global Asset Management Inc. | 29,702 | $2.01M | $1.98M | -$29,073.7 | -1.45% |
| PIL PFG Investments LLC PFG Investments LLC | 18,470 | $1.1M | $1.22M | $119,329.39 | 10.81% |
| JC Jared Calvert Buck Wealth Strategies LLC | 15 | $1,084 | $993.97 | -$90.03 | -8.31% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 2,850 | $204,373.5 | $188,299.5 | -$16,074 | -7.87% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 767 | $54,401.41 | $50,583.65 | -$3,817.76 | -7.02% |
Alexandra Stickelman Root Financial Partners, LLC | 3,468 | $247,491.29 | $231,489 | -$16,002.29 | -6.47% |
Courtney Holt Compound Planning, Inc. | 6,537 | $401,135.26 | $433,010.88 | $31,875.62 | 7.95% |
Katherine Stoner Empower Advisory Group, LLC | 1.3M | $90.6M | $86.81M | -$3.79M | -4.18% |
Nemes Rush Group LLC Nemes Rush Group LLC | 4,862 | $318,448.09 | $323,128.52 | $4,680.43 | 1.47% |
Ian Wang Plato Investment Management Ltd | 57,544 | $3.45M | $3.84M | $384,346.49 | 11.13% |
Chad Tobin Slagle Financial, LLC | 47,641 | $3.44M | $3.16M | -$282,063.65 | -8.19% |
John Shanley Aspect Partners, LLC | 120 | $8,642.33 | $8,015.4 | -$626.93 | -7.25% |
Tony Macafee UniSuper Management Pty Ltd | 43,048 | $2.61M | $2.87M | $265,165.79 | 10.17% |
Elliot Kallen Prosperity Wealth Management, Inc. | 7,379 | $601,879.38 | $491,773.45 | -$110,105.93 | -18.29% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 11,540 | $773,577.26 | $769,602.6 | -$3,974.66 | -0.51% |