| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Steele Silverlake Wealth Management LLC | 2,506 | $896,626.41 | $746,299.33 | -$150,327.08 | -16.77% |
Kevin Kroskey True Wealth Design LLC | 39 | $11,385.83 | $11,517.87 | $132.04 | 1.16% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 18,858 | $5.52M | $5.62M | $92,661.8 | 1.68% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 2,364 | $664,807.36 | $704,330.16 | $39,522.8 | 5.95% |
| PIL PFG Investments LLC PFG Investments LLC | 1,279 | $375,021.07 | $377,535.22 | $2,514.15 | 0.67% |
Michael Yoder Yoder Wealth Management Inc. | 1,044 | $302,885.97 | $311,174.64 | $8,288.67 | 2.74% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 2,549 | $776,663.62 | $752,337.35 | -$24,326.27 | -3.13% |
Courtney Holt Compound Planning, Inc. | 1,858 | $584,973.44 | $549,503.5 | -$35,469.94 | -6.06% |
Ian Wang Plato Investment Management Ltd | 5,458 | $1.59M | $1.62M | $31,695.59 | 1.99% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,292 | $705,901.45 | $682,374.24 | -$23,527.21 | -3.33% |
John Shanley Aspect Partners, LLC | 16 | $4,694.77 | $4,768 | $73.23 | 1.56% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 796 | $238,230.42 | $236,033.9 | -$2,196.52 | -0.92% |
Tony Macafee UniSuper Management Pty Ltd | 37,052 | $10.81M | $11.03M | $221,583.03 | 2.05% |
Norden Group LLC NORDEN GROUP LLC | 1,762 | $511,702.16 | $523,913.08 | $12,210.92 | 2.39% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 2,742 | $786,525.75 | $816,375.66 | $29,849.91 | 3.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,496 | $1.03M | $1.01M | -$18,938.68 | -1.84% |
Peter David N Soliman Second Line Capital, LLC | 1,300 | $398,636.77 | $388,258 | -$10,378.77 | -2.6% |
Mathieu Cornu Pictet Asset Management Holding SA | 77,971 | $21.97M | $23.03M | $1.05M | 4.8% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 970 | $287,216.15 | $286,227.6 | -$988.55 | -0.34% |
Jae Cho Marex Group plc | 1,103 | $288,675.67 | $326,896.11 | $38,220.44 | 13.24% |