| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 179 | $11,908.27 | $11,439.89 | -$468.38 | -3.93% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 456 | $33,071.15 | $28,741.68 | -$4,329.47 | -13.09% |
Driton Bilali Ilex Capital Partners (UK) LLP | 3.05M | $176.41M | $195.19M | $18.79M | 10.65% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,034 | $278,095.84 | $256,602.74 | -$21,493.1 | -7.73% |
Tony Macafee UniSuper Management Pty Ltd | 141,969 | $9.02M | $9.07M | $46,906.62 | 0.52% |
Thomas Healy PFW Advisors LLC | 33,551 | $1.93M | $2.11M | $181,397.08 | 9.38% |
Alisha Arvold Christopher J. Hasenberg, Inc | 97 | $6,348 | $6,215.76 | -$132.24 | -2.08% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 40,953 | $2.37M | $2.63M | $268,443.26 | 11.35% |
Thomas Dobbins New Republic Capital, LLC | 5,201 | $287,188.56 | $333,176.06 | $45,987.5 | 16.01% |
Invesco LLC INVESCO, LLC | 6,099 | $443,756.68 | $389,604.12 | -$54,152.56 | -12.2% |
Norden Group LLC NORDEN GROUP LLC | 46,278 | $2.87M | $2.96M | $90,611.83 | 3.16% |
Robert Green LECAP ASSET MANAGEMENT LTD | 16,045 | $928,043 | $1.03M | $99,478.8 | 10.72% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 52,167 | $3.1M | $3.34M | $231,470.95 | 7.46% |
Peter Sigismondi Ramirez Asset Management, Inc. | 300 | $20,820 | $19,218 | -$1,602 | -7.69% |
Denise Reinert CGC Financial Services, LLC | 69 | $5,083 | $4,418.07 | -$664.93 | -13.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 34,060 | $2.19M | $2.15M | -$38,453.34 | -1.76% |
Mathieu Cornu Pictet Asset Management Holding SA | 561,762 | $37.68M | $35.41M | -$2.28M | -6.04% |
Marilou Davido WFA Asset Management Corp | 230 | $15,715.97 | $14,793.6 | -$922.37 | -5.87% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 468 | $32,803.03 | $29,909.88 | -$2,893.15 | -8.82% |
Kevin Orr Centennial Bank/AR/ | 5,300 | $359,114.93 | $339,505.81 | -$19,609.12 | -5.46% |