| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 2,069 | $250,967 | $222,458.88 | -$28,508.12 | -11.36% |
Courtney Holt Compound Planning, Inc. | 41,410 | $4.64M | $4.45M | -$186,808.04 | -4.02% |
Katherine Stoner Empower Advisory Group, LLC | 87,989 | $11.72M | $9.46M | -$2.26M | -19.27% |
Nemes Rush Group LLC Nemes Rush Group LLC | 493 | $70,368.97 | $53,056.66 | -$17,312.31 | -24.6% |
Ian Wang Plato Investment Management Ltd | 19,315 | $2.77M | $2.08M | -$697,496.24 | -25.14% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,860 | $468,179 | $416,436.1 | -$51,742.9 | -11.05% |
John Shanley Aspect Partners, LLC | 65 | $7,884 | $6,999.85 | -$884.15 | -11.21% |
Tony Macafee UniSuper Management Pty Ltd | 25,724 | $3.24M | $2.77M | -$466,488.32 | -14.42% |
Thomas Healy PFW Advisors LLC | 7,452 | $881,470.74 | $803,400.12 | -$78,070.62 | -8.86% |
Thomas Dobbins New Republic Capital, LLC | 2,192 | $265,818 | $237,108.64 | -$28,709.36 | -10.8% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 1,656 | $200,823 | $178,467.12 | -$22,355.88 | -11.13% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 4,500 | $498,327 | $483,840 | -$14,487 | -2.91% |
Denise Reinert CGC Financial Services, LLC | 610 | $73,987 | $65,962.35 | -$8,024.65 | -10.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,563 | $808,690.99 | $793,131.81 | -$15,559.18 | -1.92% |
Mathieu Cornu Pictet Asset Management Holding SA | 122,552 | $15.48M | $13.21M | -$2.27M | -14.65% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 408 | $59,589.41 | $44,021.16 | -$15,568.25 | -26.13% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 20,147 | $2.29M | $2.17M | -$123,665.59 | -5.39% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 1,700 | $185,895.01 | $183,855 | -$2,040.01 | -1.1% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 118 | $12,903.3 | $12,761.7 | -$141.6 | -1.1% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,012 | $216,726.98 | $216,632.04 | -$94.94 | -0.04% |