| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,325 | $244,847 | $195,583.25 | -$49,263.75 | -20.12% |
Annmarie Young KPP Advisory Services LLC | 4,545 | $689,507.09 | $670,887.45 | -$18,619.64 | -2.7% |
| MWS MFA Wealth Services MFA Wealth Services | 2,008 | $310,068.72 | $296,400.88 | -$13,667.84 | -4.41% |
Tony Macafee UniSuper Management Pty Ltd | 219,818 | $36.52M | $32.45M | -$4.07M | -11.15% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 18,047 | $3.07M | $2.66M | -$405,929.92 | -13.22% |
Thomas Dobbins New Republic Capital, LLC | 3,749 | $640,247.17 | $553,389.89 | -$86,857.28 | -13.57% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,138 | $317,409.32 | $315,590.18 | -$1,819.14 | -0.57% |
Andrew Halac Talon Private Wealth, LLC | 12,679 | $1.96M | $1.87M | -$89,218.15 | -4.55% |
Norden Group LLC NORDEN GROUP LLC | 14,783 | $1.9M | $2.18M | $278,364.79 | 14.62% |
Robert Green LECAP ASSET MANAGEMENT LTD | 7,832 | $1.45M | $1.16M | -$291,193.48 | -20.12% |
Berkeley Harrison Sterling Financial Group, Inc. | 1,252 | $199,393.17 | $184,807.72 | -$14,585.45 | -7.31% |
Andrew Agosta Prosperity Financial Group, Inc. | 2,996 | $553,631 | $442,239.56 | -$111,391.44 | -20.12% |
Bradley Harsch Strategic Advocates LLC | 59 | $9,814.19 | $8,708.99 | -$1,105.2 | -11.26% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 36,309 | $5.96M | $5.36M | -$604,375.45 | -10.13% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 8,237 | $1M | $1.22M | $214,139.06 | 21.38% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 10,308 | $1.58M | $1.52M | -$63,408.57 | -4% |
Denise Reinert CGC Financial Services, LLC | 594 | $90,117.74 | $87,680.34 | -$2,437.4 | -2.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 84,539 | $13.67M | $12.48M | -$1.2M | -8.74% |
| KH Kathleen Hartung Borer Denton & Associates, Inc. | 15,225 | $2.22M | $2.25M | $30,509.22 | 1.38% |
Mathieu Cornu Pictet Asset Management Holding SA | 604,150 | $88.37M | $89.18M | $812,302.91 | 0.92% |