| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elliot Kallen Prosperity Wealth Management, Inc. | 5,895 | $589,864.2 | $593,744.4 | $3,880.2 | 0.66% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 20,120 | $2.56M | $1.99M | -$567,730.43 | -22.15% |
Peter Sigismondi Ramirez Asset Management, Inc. | 500 | $71,589.98 | $50,330 | -$21,259.98 | -29.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 32,132 | $4.19M | $3.34M | -$850,460.9 | -20.29% |
Anthony Moeller MN Wealth Advisors, LLC | 2,219 | $222,521 | $230,243.44 | $7,722.44 | 3.47% |
Mathieu Cornu Pictet Asset Management Holding SA | 323,776 | $21.57M | $33.67M | $12.1M | 56.11% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 102 | $2,484.9 | $10,618.2 | $8,133.3 | 327.31% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 180,595 | $17.21M | $18.48M | $1.28M | 7.41% |
Jae Cho Marex Group plc | 1.62M | $149.73M | $164.27M | $14.54M | 9.71% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 15,529 | $1.48M | $1.61M | $135,789.99 | 9.18% |
Syon Capital LLC SYON CAPITAL LLC | 2,285 | $229,140 | $230,739.3 | $1,599.3 | 0.7% |
Kevin Bresler TD Waterhouse Canada Inc. | 53,324 | $5.8M | $5.55M | -$253,539.76 | -4.37% |
| MC Megan Claucherty Kodai Capital Management LP | 132,536 | $5.52M | $13.77M | $8.25M | 149.57% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,942 | $478,444.21 | $594,497.1 | $116,052.89 | 24.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,758 | $1.6M | $2.57M | $979,148.86 | 61.37% |
Robert Shea NEOS Investment Management LLC | 128,528 | $16.3M | $12.82M | -$3.49M | -21.38% |
James Rankin Modern Wealth Management, LLC | 3,362 | $311,514.02 | $345,899.37 | $34,385.35 | 11.04% |
Amir Har-El Savvy Advisors, Inc. | 5,448 | $628,303.19 | $559,291.68 | -$69,011.51 | -10.98% |
Joseph Morrison Sentry LLC | 2,600 | $260,728 | $269,776 | $9,048 | 3.47% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11 | $1,103 | $1,077.45 | -$25.55 | -2.32% |