| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dean Pelos Commonwealth Retirement Investments LLC | 39 | $22,491 | $19,442.28 | -$3,048.72 | -13.56% |
Jeffrey Hanson Breakwater Capital Group | 417 | $228,916.04 | $208,214.35 | -$20,701.69 | -9.04% |
Scott Highmark Mosaic Family Wealth Partners LLC | 607 | $350,147 | $302,377.05 | -$47,769.95 | -13.64% |
Paul B. Ordonio Park Place Capital Corp. | 44 | $21,532.82 | $21,644.92 | $112.1 | 0.52% |
Kevin Kroskey True Wealth Design LLC | 364 | $184,279.98 | $178,807.72 | -$5,472.26 | -2.97% |
David Kronour Kapstone Financial Advisors LLC | 1,159 | $391,943.95 | $580,948.75 | $189,004.8 | 48.22% |
Lison Couture iA Global Asset Management Inc. | 560 | $278,505.7 | $277,642.4 | -$863.3 | -0.31% |
Dana Isaacs ClearAlpha Technologies LP | 1,097 | $632,640 | $539,630.75 | -$93,009.25 | -14.7% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 4,012 | $2.38M | $1.99M | -$390,323.62 | -16.37% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 188 | $97,102 | $94,594.08 | -$2,507.92 | -2.58% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 353 | $203,575.1 | $178,769.79 | -$24,805.31 | -12.18% |
Courtney Holt Compound Planning, Inc. | 718 | $394,245.64 | $353,241.64 | -$41,004 | -10.4% |
Nemes Rush Group LLC Nemes Rush Group LLC | 11 | $6,437.42 | $5,393.46 | -$1,043.96 | -16.22% |
John Shanley Aspect Partners, LLC | 10 | $5,489.69 | $4,979.1 | -$510.59 | -9.3% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1 | $462 | $491.23 | $29.23 | 6.33% |
Tony Macafee UniSuper Management Pty Ltd | 6,846 | $3.84M | $3.4M | -$441,106.27 | -11.48% |
Norden Group LLC NORDEN GROUP LLC | 390 | $216,496.26 | $193,927.5 | -$22,568.76 | -10.42% |
Andrew Agosta Prosperity Financial Group, Inc. | 697 | $411,702.89 | $350,340.08 | -$61,362.81 | -14.9% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 1,487 | $856,514.66 | $737,105.9 | -$119,408.76 | -13.94% |
Peter Sigismondi Ramirez Asset Management, Inc. | 590 | $242,577 | $294,941 | $52,364 | 21.59% |