| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 42 | $5,350.68 | $4,746.63 | -$604.05 | -11.29% |
Staci Compagno Portside Wealth Group, LLC | 2,876 | $313,149.73 | $324,729.16 | $11,579.43 | 3.7% |
Courtney Holt Compound Planning, Inc. | 7,220 | $851,217.13 | $815,282.4 | -$35,934.73 | -4.22% |
Nemes Rush Group LLC Nemes Rush Group LLC | 40 | $4,690 | $4,508 | -$182 | -3.88% |
Ian Wang Plato Investment Management Ltd | 2,991 | $360,774.42 | $337,713.81 | -$23,060.61 | -6.39% |
John Shanley Aspect Partners, LLC | 87 | $9,440.98 | $9,852.75 | $411.77 | 4.36% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 80 | $8,224 | $9,039.2 | $815.2 | 9.91% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,649 | $482,262.98 | $410,585.48 | -$71,677.5 | -14.86% |
Tony Macafee UniSuper Management Pty Ltd | 17,680 | $1.93M | $2M | $68,720.95 | 3.56% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 8,121 | $838,249.9 | $928,392.72 | $90,142.82 | 10.75% |
Norden Group LLC NORDEN GROUP LLC | 4,909 | $569,135.67 | $553,023.39 | -$16,112.28 | -2.83% |
Robert Green LECAP ASSET MANAGEMENT LTD | 9,119 | $1.13M | $1.03M | -$94,128.62 | -8.36% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 4,223 | $539,469.58 | $476,818.93 | -$62,650.65 | -11.61% |
| AA Andrew Alkon EntryPoint Capital, LLC | 5,322 | $625,920 | $601,013.46 | -$24,906.54 | -3.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,623 | $1.07M | $942,925.05 | -$123,250.25 | -11.56% |
Peter David N Soliman Second Line Capital, LLC | 2,395 | $261,318.76 | $272,814.45 | $11,495.69 | 4.4% |
Mathieu Cornu Pictet Asset Management Holding SA | 376,253 | $31.08M | $42.51M | $11.43M | 36.77% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 49 | $5,099.47 | $5,563.95 | $464.48 | 9.11% |
Kevin Orr Centennial Bank/AR/ | 7,794 | $354,860.72 | $882,202.86 | $527,342.14 | 148.61% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 151,274 | $14.12M | $17.05M | $2.93M | 20.78% |