| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 201 | $27,490.32 | $26,982.24 | -$508.08 | -1.85% |
Alexandra Stickelman Root Financial Partners, LLC | 288 | $35,329.21 | $38,661.12 | $3,331.91 | 9.43% |
Staci Compagno Portside Wealth Group, LLC | 4,048 | $580,468.84 | $535,611.12 | -$44,857.72 | -7.73% |
John Shanley Aspect Partners, LLC | 18 | $2,420 | $2,371.86 | -$48.14 | -1.99% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 20,796 | $2.79M | $2.79M | $2,413.4 | 0.09% |
Tony Macafee UniSuper Management Pty Ltd | 40,509 | $5.94M | $5.43M | -$503,044.94 | -8.47% |
Norden Group LLC NORDEN GROUP LLC | 2,527 | $411,212.36 | $338,997.05 | -$72,215.31 | -17.56% |
Robert Green LECAP ASSET MANAGEMENT LTD | 7,209 | $986,039.79 | $967,087.35 | -$18,952.44 | -1.92% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 1,270 | $182,331.35 | $167,347.9 | -$14,983.45 | -8.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,872 | $723,425.2 | $647,781.17 | -$75,644.03 | -10.46% |
Mathieu Cornu Pictet Asset Management Holding SA | 51,133 | $6.76M | $6.88M | $115,012.17 | 1.7% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 17,031 | $2.6M | $2.25M | -$346,953.46 | -13.34% |
NICOLE MARTIN Arlington Trust Co LLC | 13 | $1,588 | $1,748.76 | $160.76 | 10.12% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,218 | $443,944.9 | $433,239.34 | -$10,705.56 | -2.41% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 22 | $3,256.27 | $2,961.86 | -$294.41 | -9.04% |
Syon Capital LLC SYON CAPITAL LLC | 5,904 | $819,417.49 | $794,855.52 | -$24,561.97 | -3% |
Kevin Bresler TD Waterhouse Canada Inc. | 237 | $28,987 | $31,907.31 | $2,920.31 | 10.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,847 | $256,680.4 | $248,661.61 | -$8,018.79 | -3.12% |
Robert Shea NEOS Investment Management LLC | 38,737 | $5.43M | $5.22M | -$219,163.35 | -4.03% |
David Vollmer PFS Partners, LLC | 2,639 | $357,137.85 | $355,288.57 | -$1,849.28 | -0.52% |