| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel de la Torre Canada Post Corp Registered Pension Plan | 158,168 | $2.74M | $3.04M | $301,815.58 | 11.01% |
Peter Sigismondi Ramirez Asset Management, Inc. | 2,000 | $47,960 | $37,960 | -$10,000 | -20.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 68,743 | $1.27M | $1.32M | $55,705.74 | 4.4% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.08M | $22.54M | $20.75M | -$1.79M | -7.93% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 117 | $2,392.05 | $2,251.08 | -$140.97 | -5.89% |
Kevin Orr Centennial Bank/AR/ | 50 | $862 | $961.5 | $99.5 | 11.54% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 33,807 | $702,226.68 | $650,446.68 | -$51,780 | -7.37% |
Erin Colleen Ross Birnam Oak Advisors, LP | 3.01M | $54.78M | $57.7M | $2.91M | 5.31% |
NICOLE MARTIN Arlington Trust Co LLC | 506 | $8,727.28 | $9,735.44 | $1,008.16 | 11.55% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 30,406 | $648,371.55 | $585,011.44 | -$63,360.11 | -9.77% |
Syon Capital LLC SYON CAPITAL LLC | 17,082 | $299,835.5 | $327,974.4 | $28,138.9 | 9.38% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,313 | $64,421.9 | $63,742.12 | -$679.78 | -1.06% |
| AK Alisha Kamadia United Community Bank | 19 | $327.56 | $360.62 | $33.06 | 10.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,678 | $201,449.98 | $224,684.72 | $23,234.74 | 11.53% |
Robert Shea NEOS Investment Management LLC | 312,475 | $6.01M | $5.95M | -$67,390.15 | -1.12% |
James Rankin Modern Wealth Management, LLC | 25,209 | $485,195.91 | $484,012.8 | -$1,183.11 | -0.24% |
David Vollmer PFS Partners, LLC | 109 | $1,770 | $2,097.16 | $327.16 | 18.48% |
Benj Foor Frazier Financial Advisors, LLC | 571 | $9,846.42 | $10,980.33 | $1,133.91 | 11.52% |
Amir Har-El Savvy Advisors, Inc. | 23,016 | $396,795 | $442,827.84 | $46,032.84 | 11.6% |
Ann Keitner Quantum Portfolio Management LLC | 2,600 | $49,686 | $49,920 | $234 | 0.47% |