| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 761 | $316,622 | $213,924.71 | -$102,697.29 | -32.44% |
Ian Wang Plato Investment Management Ltd | 659 | $272,584 | $179,676.34 | -$92,907.66 | -34.08% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 25,308 | $3.4M | $6.66M | $3.26M | 95.68% |
Tony Macafee UniSuper Management Pty Ltd | 1,716 | $713,959 | $510,664.44 | -$203,294.56 | -28.47% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11,761 | $1.37M | $3.09M | $1.72M | 125.43% |
Norden Group LLC NORDEN GROUP LLC | 796 | $258,651.56 | $209,427.61 | -$49,223.95 | -19.03% |
| AA Andrew Alkon EntryPoint Capital, LLC | 521 | $216,767 | $146,458.31 | -$70,308.69 | -32.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,136 | $347,029.52 | $298,881.6 | -$48,147.92 | -13.87% |
Mathieu Cornu Pictet Asset Management Holding SA | 10,177 | $1.14M | $2.68M | $1.54M | 134.73% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 19 | $2,209.06 | $4,998.9 | $2,789.84 | 126.29% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,401 | $348,855.87 | $368,603.11 | $19,747.24 | 5.66% |
Syon Capital LLC SYON CAPITAL LLC | 809 | $267,644.72 | $240,750.31 | -$26,894.41 | -10.05% |
Kevin Bresler TD Waterhouse Canada Inc. | 31,516 | $10.61M | $8.29M | -$2.32M | -21.84% |
Nitin Wadke Tribune Investment Group LP | 7,640 | $2.46M | $2.15M | -$310,413.2 | -12.63% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,321 | $613,094.71 | $1.4M | $786,860.44 | 128.34% |
James Rankin Modern Wealth Management, LLC | 741 | $248,407.75 | $220,514.19 | -$27,893.56 | -11.23% |
Amir Har-El Savvy Advisors, Inc. | 1,622 | $361,396.65 | $426,748.22 | $65,351.57 | 18.08% |
Ann Keitner Quantum Portfolio Management LLC | 3,231 | $661,170.07 | $961,513.29 | $300,343.22 | 45.43% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3 | $227 | $789.3 | $562.3 | 247.71% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,960 | $272,871.46 | $832,085.6 | $559,214.14 | 204.94% |