| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 795 | $24,281.94 | $18,706.35 | -$5,575.59 | -22.96% |
Lison Couture iA Global Asset Management Inc. | 16,734 | $530,217.33 | $398,018.19 | -$132,199.14 | -24.93% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 9,651 | $304,548.94 | $229,790.31 | -$74,758.63 | -24.55% |
| CWL Channel Wealth LLC Channel Wealth LLC | 122,038 | $3.05M | $2.92M | -$128,608.89 | -4.22% |
Courtney Holt Compound Planning, Inc. | 27,396 | $871,396.85 | $645,449.76 | -$225,947.09 | -25.93% |
Ian Wang Plato Investment Management Ltd | 31,319 | $804,250 | $744,922.41 | -$59,327.59 | -7.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 30,179 | $907,303.72 | $682,950.77 | -$224,352.95 | -24.73% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 434,000 | $10.96M | $10.34M | -$622,490 | -5.68% |
Mathieu Cornu Pictet Asset Management Holding SA | 8,800 | $292,336 | $207,064 | -$85,272 | -29.17% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 52,024 | $1.53M | $1.23M | -$302,456.6 | -19.79% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 20,882 | $604,314.5 | $497,409.24 | -$106,905.26 | -17.69% |
Syon Capital LLC SYON CAPITAL LLC | 10,685 | $275,994 | $252,005.72 | -$23,988.28 | -8.69% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,868 | $103,365.33 | $91,014.04 | -$12,351.29 | -11.95% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,844 | $280,108 | $255,159.32 | -$24,948.68 | -8.91% |
Benj Foor Frazier Financial Advisors, LLC | 366 | $11,989.79 | $8,624.79 | -$3,365 | -28.07% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 52 | $1,343 | $1,231.62 | -$111.38 | -8.29% |
Michael Summers Aikya Investment Management Ltd | 4.08M | $128.88M | $96.41M | -$32.47M | -25.19% |
Keisuke Ichihara Rakuten Securities, Inc. | 522 | $15,603.56 | $12,454.92 | -$3,148.64 | -20.18% |
Rob Dainard Hara Capital LLC | 100 | $3,193 | $2,385.5 | -$807.5 | -25.29% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,878 | $134,772.57 | $87,759.14 | -$47,013.43 | -34.88% |