| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel de la Torre Canada Post Corp Registered Pension Plan | 17,234 | $599,474.79 | $604,224.04 | $4,749.25 | 0.79% |
| AA Andrew Alkon EntryPoint Capital, LLC | 26,015 | $925,603 | $914,687.4 | -$10,915.6 | -1.18% |
Denise Reinert CGC Financial Services, LLC | 69 | $1,826 | $2,417.41 | $591.41 | 32.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 40,460 | $1.45M | $1.41M | -$42,243.34 | -2.92% |
Mathieu Cornu Pictet Asset Management Holding SA | 185,647 | $4.72M | $6.4M | $1.69M | 35.75% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 73 | $2,316.55 | $2,519.96 | $203.41 | 8.78% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 42,480 | $1.42M | $1.47M | $46,786.69 | 3.28% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 653 | $22,868.06 | $22,877.85 | $9.79 | 0.04% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 38,504 | $1.06M | $1.33M | $269,614.89 | 25.49% |
Syon Capital LLC SYON CAPITAL LLC | 8,823 | $314,019.43 | $306,290.44 | -$7,728.99 | -2.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,183 | $581,877.75 | $523,509.84 | -$58,367.91 | -10.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,968 | $833,740.17 | $860,896.64 | $27,156.47 | 3.26% |
Robert Shea NEOS Investment Management LLC | 122,284 | $4.33M | $4.29M | -$39,277.45 | -0.91% |
Charles Corkery PUREfi Wealth, LLC | 11,439 | $410,399.37 | $399,163.9 | -$11,235.47 | -2.74% |
James Rankin Modern Wealth Management, LLC | 6,735 | $257,798.69 | $233,401.42 | -$24,397.27 | -9.46% |
Amir Har-El Savvy Advisors, Inc. | 8,726 | $319,664.71 | $302,530.42 | -$17,134.29 | -5.36% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 13,291 | $429,349.69 | $466,846.37 | $37,496.68 | 8.73% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 500 | $13,550.09 | $17,315 | $3,764.91 | 27.79% |
Taylor Wagner Valued Wealth Advisors LLC | 4 | $108.4 | $140.72 | $32.32 | 29.82% |
Dane Grouell Turning Point Benefit Group, Inc. | 7,908 | $285,710 | $273,142.32 | -$12,567.68 | -4.4% |