| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 16,598 | $392,059 | $385,654.53 | -$6,404.47 | -1.63% |
Katherine Stoner Empower Advisory Group, LLC | 2.77M | $95.87M | $64.92M | -$30.95M | -32.29% |
Nemes Rush Group LLC Nemes Rush Group LLC | 21 | $505.47 | $488.98 | -$16.49 | -3.26% |
Ian Wang Plato Investment Management Ltd | 45,295 | $1.18M | $1.06M | -$120,890.76 | -10.21% |
Chad Tobin Slagle Financial, LLC | 225,000 | $5.31M | $5.25M | -$60,514 | -1.14% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 146 | $4,975.44 | $3,398.88 | -$1,576.56 | -31.69% |
Annmarie Young KPP Advisory Services LLC | 13,406 | $301,502 | $314,839.91 | $13,337.91 | 4.42% |
Tony Macafee UniSuper Management Pty Ltd | 78,684 | $2.46M | $1.85M | -$607,964.97 | -24.76% |
Thomas Dobbins New Republic Capital, LLC | 47,467 | $1.11M | $1.11M | $4,947.2 | 0.45% |
Andrew Halac Talon Private Wealth, LLC | 8,618 | $203,555 | $202,867.72 | -$687.28 | -0.34% |
Norden Group LLC NORDEN GROUP LLC | 18,164 | $460,574.03 | $424,765.14 | -$35,808.89 | -7.77% |
Elliot Kallen Prosperity Wealth Management, Inc. | 11,211 | $271,867 | $263,458.5 | -$8,408.5 | -3.09% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 19,253 | $490,015.94 | $451,964.17 | -$38,051.77 | -7.77% |
| AA Andrew Alkon EntryPoint Capital, LLC | 8,938 | $211,116 | $209,193.89 | -$1,922.11 | -0.91% |
Denise Reinert CGC Financial Services, LLC | 23 | $808 | $539.81 | -$268.19 | -33.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 105,499 | $2.65M | $2.39M | -$253,690.76 | -9.58% |
Mathieu Cornu Pictet Asset Management Holding SA | 411,211 | $13.45M | $9.57M | -$3.88M | -28.85% |
Marilou Davido WFA Asset Management Corp | 40 | $1,217.2 | $945.4 | -$271.8 | -22.33% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 866 | $29,784.17 | $20,506.88 | -$9,277.29 | -31.15% |
Kevin Orr Centennial Bank/AR/ | 259 | $10,541.81 | $6,078.73 | -$4,463.08 | -42.34% |