| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Whalen Whalen Wealth Management Inc. | 1,094 | $158,247.31 | $273,877.43 | $115,630.12 | 73.07% |
Ellen York T. Rowe Price Investment Management Inc. | 136,889 | $36.13M | $33.76M | -$2.37M | -6.56% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,175 | $310,094.25 | $293,039.12 | -$17,055.13 | -5.5% |
Ana-Maria Ignat Covestor Ltd | 285 | $75,214.35 | $71,865.6 | -$3,348.75 | -4.45% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 5,465 | $1.44M | $1.36M | -$78,149.5 | -5.42% |
CJ Harrison DecisionPoint Financial LLC | 1 | $263.91 | $252.16 | -$11.75 | -4.45% |
| JG John Ginter Callan Family Office LLC | 1,061 | $280,008.51 | $264,189 | -$15,819.51 | -5.65% |
Lukas Lindgren Abound Wealth Management | 1 | $120.81 | $252.71 | $131.9 | 109.18% |
Drew Phillips Fortitude Family Office LLC | 63 | $15,626.27 | $15,886.08 | $259.81 | 1.66% |
Brian Matter Creative Capital Management Investments LLC | 6 | $1,583.46 | $1,512.96 | -$70.5 | -4.45% |
Kevin Kroskey True Wealth Design LLC | 21 | $2,537.38 | $5,295.36 | $2,757.98 | 108.69% |
| DD Damir Durkovic Entropy Technologies, LP | 5,659 | $1.49M | $1.41M | -$83,413.66 | -5.59% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,624 | $1.18M | $2.65M | $1.47M | 125.34% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,432 | $469,140.44 | $598,053.12 | $128,912.68 | 27.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 389 | $66,760.6 | $99,498.42 | $32,737.82 | 49.04% |
Mathieu Cornu Pictet Asset Management Holding SA | 3,494 | $445,398.1 | $881,047.04 | $435,648.94 | 97.81% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 5 | $1,061.73 | $1,227.2 | $165.47 | 15.58% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,069 | $322,956.84 | $1.03M | $703,611.17 | 217.87% |
Syon Capital LLC SYON CAPITAL LLC | 1,071 | $282,647.61 | $266,721.84 | -$15,925.77 | -5.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 650 | $53,209 | $159,536 | $106,327 | 199.83% |