| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Sorci Premier Financial Group | 690 | $101,120 | $89,838 | -$11,282 | -11.16% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 3,607 | $458,527.03 | $483,085.51 | $24,558.48 | 5.36% |
Annmarie Young KPP Advisory Services LLC | 8,587 | $1.33M | $1.11M | -$218,825.7 | -16.41% |
| MWS MFA Wealth Services MFA Wealth Services | 5,035 | $822,304.65 | $655,557 | -$166,747.65 | -20.28% |
Tony Macafee UniSuper Management Pty Ltd | 298,340 | $52.83M | $38.48M | -$14.35M | -27.16% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 11,142 | $1.33M | $1.48M | $152,056.99 | 11.46% |
Lars Phillips RAM Investment Partners, LLC | 19,275 | $3.61M | $2.56M | -$1.05M | -29% |
Alisha Arvold Christopher J. Hasenberg, Inc | 2,561 | $270,006 | $333,314.15 | $63,308.15 | 23.45% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,602 | $234,773 | $207,923.58 | -$26,849.42 | -11.44% |
Thomas Dobbins New Republic Capital, LLC | 6,034 | $975,230.23 | $783,213.2 | -$192,017.03 | -19.69% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 12,615 | $1.33M | $1.66M | $325,214.78 | 24.45% |
Invesco LLC INVESCO, LLC | 105,398 | $12.81M | $14.02M | $1.2M | 9.4% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 5,498 | $598,375.29 | $734,917.66 | $136,542.37 | 22.82% |
Andrew Halac Talon Private Wealth, LLC | 1,558 | $222,395.64 | $202,851.6 | -$19,544.04 | -8.79% |
Norden Group LLC NORDEN GROUP LLC | 23,755 | $3.97M | $3.06M | -$911,637.52 | -22.96% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 42,076 | $11.72M | $5.4M | -$6.32M | -53.91% |
Peter Sigismondi Ramirez Asset Management, Inc. | 3,869 | $540,925.23 | $502,118.82 | -$38,806.41 | -7.17% |
John M Roach Waterway Wealth Management, LLC | 1,591 | $310,101.82 | $213,989.5 | -$96,112.32 | -30.99% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 2,306 | $223,715.18 | $308,485.15 | $84,769.97 | 37.89% |
Denise Reinert CGC Financial Services, LLC | 2,730 | $325,115.88 | $354,654.3 | $29,538.42 | 9.09% |