| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,091 | $301,776.48 | $271,495.44 | -$30,281.04 | -10.03% |
Annmarie Young KPP Advisory Services LLC | 5,470 | $865,696.18 | $716,296.5 | -$149,399.68 | -17.26% |
Tony Macafee UniSuper Management Pty Ltd | 414,364 | $72.57M | $54.24M | -$18.33M | -25.26% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,557 | $583,962 | $462,161.01 | -$121,800.99 | -20.86% |
Alisha Arvold Christopher J. Hasenberg, Inc | 13 | $2,275.14 | $1,702.61 | -$572.53 | -25.16% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 26,529 | $3.59M | $3.48M | -$114,290.39 | -3.18% |
Thomas Dobbins New Republic Capital, LLC | 3,343 | $498,980.49 | $437,698.99 | -$61,281.5 | -12.28% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 6,111 | $1.05M | $797,546.61 | -$250,504.74 | -23.9% |
Invesco LLC INVESCO, LLC | 6,865 | $1.13M | $892,930.55 | -$234,715.75 | -20.81% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 5,064 | $760,907.45 | $650,242.92 | -$110,664.53 | -14.54% |
John Hayes LongView Wealth Management | 2,158 | $358,252.2 | $282,633.26 | -$75,618.94 | -21.11% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 1,590 | $261,474.36 | $204,124.2 | -$57,350.16 | -21.93% |
Andrew Halac Talon Private Wealth, LLC | 1,667 | $225,649 | $218,326.99 | -$7,322.01 | -3.24% |
Norden Group LLC NORDEN GROUP LLC | 25,215 | $4.08M | $3.3M | -$776,451.7 | -19.05% |
Berkeley Harrison Sterling Financial Group, Inc. | 2,017 | $311,005.54 | $262,028.47 | -$48,977.07 | -15.75% |
Bradley Harsch Strategic Advocates LLC | 37 | $5,075.45 | $4,847.18 | -$228.27 | -4.5% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 50,469 | $6.75M | $6.6M | -$145,430.89 | -2.15% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4,477 | $799,831.12 | $574,757.26 | -$225,073.86 | -28.14% |
Peter Sigismondi Ramirez Asset Management, Inc. | 500 | $77,247.69 | $65,475 | -$11,772.69 | -15.24% |
Timothy Monaco Dechtman Wealth Management, LLC | 4,803 | $888,922.06 | $625,494.69 | -$263,427.37 | -29.63% |