| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Miller Trellis Wealth Advisors LLC | 4,820 | $691,766.4 | $672,679.2 | -$19,087.2 | -2.76% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,091 | $301,776.48 | $291,819.96 | -$9,956.52 | -3.3% |
Annmarie Young KPP Advisory Services LLC | 5,470 | $865,696.18 | $763,393.2 | -$102,302.98 | -11.82% |
Tony Macafee UniSuper Management Pty Ltd | 414,364 | $72.57M | $58.34M | -$14.23M | -19.61% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,557 | $583,962 | $496,414.92 | -$87,547.08 | -14.99% |
Alisha Arvold Christopher J. Hasenberg, Inc | 13 | $2,275.14 | $1,814.28 | -$460.86 | -20.26% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 26,529 | $3.59M | $3.7M | $110,410.24 | 3.07% |
Thomas Dobbins New Republic Capital, LLC | 3,343 | $498,980.49 | $471,563.57 | -$27,416.92 | -5.49% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 6,111 | $1.05M | $852,851.16 | -$195,200.19 | -18.63% |
Invesco LLC INVESCO, LLC | 6,865 | $1.13M | $958,079.4 | -$169,566.9 | -15.04% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 5,064 | $760,907.45 | $706,731.84 | -$54,175.61 | -7.12% |
John Hayes LongView Wealth Management | 2,158 | $358,252.2 | $301,170.48 | -$57,081.72 | -15.93% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 1,590 | $261,474.36 | $221,900.4 | -$39,573.96 | -15.13% |
Norden Group LLC NORDEN GROUP LLC | 25,215 | $4.08M | $3.52M | -$557,711.57 | -13.68% |
Berkeley Harrison Sterling Financial Group, Inc. | 2,017 | $311,005.54 | $281,492.52 | -$29,513.02 | -9.49% |
Bradley Harsch Strategic Advocates LLC | 37 | $5,075.45 | $5,131.9 | $56.45 | 1.11% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 50,469 | $6.75M | $7.04M | $293,144.72 | 4.34% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4,477 | $799,831.12 | $624,810.12 | -$175,021 | -21.88% |
Peter Sigismondi Ramirez Asset Management, Inc. | 500 | $77,247.69 | $69,350 | -$7,897.69 | -10.22% |
Timothy Monaco Dechtman Wealth Management, LLC | 4,803 | $888,922.06 | $670,306.68 | -$218,615.38 | -24.59% |