| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 10,887 | $1.04M | $935,138.86 | -$104,624.07 | -10.06% |
Staci Compagno Portside Wealth Group, LLC | 2,984 | $273,317.69 | $255,281.2 | -$18,036.49 | -6.6% |
Courtney Holt Compound Planning, Inc. | 9,151 | $716,393.91 | $786,025.14 | $69,631.23 | 9.72% |
Katherine Stoner Empower Advisory Group, LLC | 3,410 | $314,777 | $292,901.95 | -$21,875.05 | -6.95% |
Nemes Rush Group LLC Nemes Rush Group LLC | 363 | $25,691.13 | $31,179.88 | $5,488.75 | 21.36% |
Ian Wang Plato Investment Management Ltd | 13,546 | $1.03M | $1.16M | $134,449.7 | 13.06% |
John Shanley Aspect Partners, LLC | 177 | $15,952.57 | $15,266.25 | -$686.32 | -4.3% |
James Aldige Clio Asset Management LLC | 197,979 | $12.89M | $17.01M | $4.12M | 31.94% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,076 | $1.09M | $865,225.11 | -$221,068.19 | -20.35% |
Tony Macafee UniSuper Management Pty Ltd | 203,473 | $19.2M | $17.47M | -$1.72M | -8.98% |
Thomas Healy PFW Advisors LLC | 2,595 | $114,010.62 | $223,040.25 | $109,029.63 | 95.63% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 40,052 | $2.76M | $3.36M | $604,081.07 | 21.89% |
Thomas Dobbins New Republic Capital, LLC | 2,329 | $213,972.06 | $199,991 | -$13,981.06 | -6.53% |
Invesco LLC INVESCO, LLC | 6,042 | $478,431.82 | $518,825.94 | $40,394.12 | 8.44% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 2,393 | $257,989 | $205,546.73 | -$52,442.27 | -20.33% |
Norden Group LLC NORDEN GROUP LLC | 8,394 | $713,358.43 | $720,791.94 | $7,433.51 | 1.04% |
Robert Green LECAP ASSET MANAGEMENT LTD | 13,470 | $1.28M | $1.16M | -$124,444.42 | -9.71% |
Elliot Kallen Prosperity Wealth Management, Inc. | 7,402 | $490,123.32 | $635,609 | $145,485.68 | 29.68% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 21,325 | $2.06M | $1.76M | -$291,983.89 | -14.2% |
Peter Sigismondi Ramirez Asset Management, Inc. | 105 | $6,361.95 | $9,016.34 | $2,654.39 | 41.72% |