| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 34 | $7,298.67 | $7,175.02 | -$123.65 | -1.69% |
Lison Couture iA Global Asset Management Inc. | 2,190 | $572,093.7 | $462,155.7 | -$109,938 | -19.22% |
| PIL PFG Investments LLC PFG Investments LLC | 9,339 | $1.82M | $1.97M | $150,944.24 | 8.29% |
| CWL Channel Wealth LLC Channel Wealth LLC | 1,479 | $244,834 | $312,113.37 | $67,279.37 | 27.48% |
Jenna Laws Evexia Wealth LLC | 3,698 | $716,570.09 | $924,721.87 | $208,151.78 | 29.05% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 22 | $5,192 | $4,642.66 | -$549.34 | -10.58% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 1,030 | $135,726.64 | $217,360.9 | $81,634.26 | 60.15% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 57,511 | $15.02M | $12.14M | -$2.89M | -19.22% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,395 | $317,151.92 | $294,386.85 | -$22,765.07 | -7.18% |
Courtney Holt Compound Planning, Inc. | 1,190 | $270,611.11 | $251,125.7 | -$19,485.41 | -7.2% |
Nemes Rush Group LLC Nemes Rush Group LLC | 38 | $9,926.55 | $8,571.28 | -$1,355.27 | -13.65% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,846 | $364,141.94 | $389,561.38 | $25,419.44 | 6.98% |
John Shanley Aspect Partners, LLC | 1 | $261.2 | $211.03 | -$50.17 | -19.21% |
Tony Macafee UniSuper Management Pty Ltd | 18,765 | $3.94M | $4.23M | $291,786.43 | 7.4% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 2,000 | $459,850.57 | $422,060 | -$37,790.57 | -8.22% |
Denise Reinert CGC Financial Services, LLC | 300 | $57,027 | $63,309 | $6,282 | 11.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 22,308 | $5.25M | $4.71M | -$541,139.49 | -10.31% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.14M | $209.41M | $240.25M | $30.84M | 14.73% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 20 | $3,844.72 | $4,220.6 | $375.88 | 9.78% |
Kevin Orr Centennial Bank/AR/ | 1,716 | $257,039.54 | $429,102.96 | $172,063.42 | 66.94% |