| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 1,218 | $226,143.37 | $221,895.23 | -$4,248.14 | -1.88% |
Courtney Holt Compound Planning, Inc. | 4,210 | $847,877.32 | $766,977.76 | -$80,899.56 | -9.54% |
Katherine Stoner Empower Advisory Group, LLC | 3,640 | $657,405.34 | $663,135.16 | $5,729.82 | 0.87% |
Nemes Rush Group LLC Nemes Rush Group LLC | 273 | $51,795.4 | $49,735.14 | -$2,060.26 | -3.98% |
Ian Wang Plato Investment Management Ltd | 17,248 | $3.61M | $3.14M | -$462,970.09 | -12.84% |
John Shanley Aspect Partners, LLC | 68 | $13,203.11 | $12,388.24 | -$814.87 | -6.17% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 53 | $10,130.24 | $9,655.54 | -$474.7 | -4.69% |
Tony Macafee UniSuper Management Pty Ltd | 39,563 | $8.21M | $7.21M | -$1M | -12.19% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 30,761 | $6.17M | $5.6M | -$561,724.23 | -9.11% |
| TM Timothy Monaco Dechtman Wealth Management, LLC | 1,632 | $307,133.97 | $297,317.74 | -$9,816.23 | -3.2% |
| AA Andrew Alkon EntryPoint Capital, LLC | 3,920 | $790,015.03 | $714,145.56 | -$75,869.47 | -9.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,543 | $1.51M | $1.37M | -$135,562.64 | -8.98% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 948 | $175,873 | $172,706.63 | -$3,166.37 | -1.8% |
Mathieu Cornu Pictet Asset Management Holding SA | 430,325 | $83.43M | $78.4M | -$5.04M | -6.04% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 27 | $5,419.98 | $4,918.86 | -$501.12 | -9.25% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 1,204 | $229,589.22 | $219,344.71 | -$10,244.51 | -4.46% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 19,518 | $3.73M | $3.56M | -$177,460.56 | -4.75% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 416 | $90,951.45 | $75,786.88 | -$15,164.57 | -16.67% |
NICOLE MARTIN Arlington Trust Co LLC | 75 | $13,009 | $13,663.5 | $654.5 | 5.03% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 31,697 | $6.13M | $5.77M | -$352,745.79 | -5.76% |