| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 4,108 | $374,650 | $311,016.68 | -$63,633.32 | -16.98% |
Norden Group LLC NORDEN GROUP LLC | 4,973 | $342,958.08 | $367,852.81 | $24,894.73 | 7.26% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 13,406 | $912,324.42 | $1M | $90,444.38 | 9.91% |
| AA Andrew Alkon EntryPoint Capital, LLC | 8,145 | $524,702.33 | $602,159.85 | $77,457.52 | 14.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,131 | $733,338.66 | $721,833.75 | -$11,504.91 | -1.57% |
Mathieu Cornu Pictet Asset Management Holding SA | 3.74M | $224.23M | $277.43M | $53.19M | 23.72% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 53 | $3,498.8 | $3,914.05 | $415.25 | 11.87% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 105,594 | $8.08M | $7.67M | -$405,058.28 | -5.02% |
Jae Cho Marex Group plc | 10,031 | $639,175.32 | $732,965.17 | $93,789.85 | 14.67% |
NICOLE MARTIN Arlington Trust Co LLC | 58 | $3,747 | $4,316.07 | $569.07 | 15.19% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 66,775 | $5.93M | $4.93M | -$995,248.1 | -16.78% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 17,178 | $976,496.3 | $1.28M | $299,141.98 | 30.63% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,383 | $304,471.49 | $254,807.56 | -$49,663.93 | -16.31% |
| KS Kristi Shields ROGCO, LP | 9,652 | $747,883.91 | $730,945.96 | -$16,937.95 | -2.26% |
Syon Capital LLC SYON CAPITAL LLC | 5,521 | $412,466.8 | $403,033 | -$9,433.8 | -2.29% |
Kevin Bresler TD Waterhouse Canada Inc. | 12,111 | $820,637.62 | $894,397.35 | $73,759.73 | 8.99% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,514 | $198,300.37 | $259,508.9 | $61,208.53 | 30.87% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,520 | $215,435 | $187,135.2 | -$28,299.8 | -13.14% |
| AK Alisha Kamadia United Community Bank | 194 | $17,276.7 | $14,508.29 | -$2,768.41 | -16.02% |
Nitin Wadke Tribune Investment Group LP | 51,590 | $4.71M | $3.83M | -$872,386.9 | -18.54% |