| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 13,000 | $3.29M | $2.89M | -$398,060.13 | -12.1% |
| ARS Adelbert R. Sanchez Deprince Race & Zollo Inc | 29,144 | $7.19M | $6.01M | -$1.18M | -16.41% |
| GP Gregg Picillo Albert D. Mason Inc | 11,726 | $1.49M | $2.55M | $1.06M | 71.56% |
| RB Richard Britnell Guardian Capita LLP | 6,490 | $329,891.78 | $1.34M | $1.01M | 307.19% |
| JM John Malone Amundi | 9,694 | $2.45M | $2.1M | -$358,581.06 | -14.61% |
| YA Yinka Akinsola Blue Trust Inc. | 526 | $98,628.53 | $109,423.78 | $10,795.25 | 10.95% |
Joseph Castro Nuveen LLC | 213,719 | $43.84M | $44.46M | $624,344.9 | 1.42% |
Brian Baylis Bell Investment Advisors Inc. | 2 | $493.74 | $415.58 | -$78.16 | -15.83% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 973 | $246,324.68 | $202,413.19 | -$43,911.49 | -17.83% |
Timothy Gerlach Novem Group | 4,668 | $1.23M | $1.01M | -$213,940 | -17.41% |
Lukas Lindgren Abound Wealth Management | 1 | $175 | $207.85 | $32.85 | 18.77% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 749 | $188,560.08 | $155,986.74 | -$32,573.34 | -17.27% |
Kevin Kroskey True Wealth Design LLC | 6 | $1,445.42 | $1,247.07 | -$198.35 | -13.72% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 11 | $2,785 | $2,298.45 | -$486.55 | -17.47% |
Jorge Paganin Abacus Wealth Partners, LLC | 3,518 | $926,738.27 | $764,637.34 | -$162,100.93 | -17.49% |
Courtney Holt Compound Planning, Inc. | 1,524 | $352,690.01 | $331,241.42 | -$21,448.59 | -6.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 113 | $26,062.59 | $24,560.55 | -$1,502.04 | -5.76% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 42,500 | $10.62M | $9.14M | -$1.48M | -13.95% |
Ann Keitner Quantum Portfolio Management LLC | 1,409 | $289,093.67 | $291,634.82 | $2,541.15 | 0.88% |
Curtis Burkholder Bare Financial Services, Inc | 4 | $1,013 | $869.4 | -$143.6 | -14.18% |