| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 130 | $1,752.98 | $1,657.5 | -$95.48 | -5.45% |
| NA Nizar Araji National Bank Of Canada /FI/ | 86 | $1,277.96 | $1,109.4 | -$168.56 | -13.19% |
| ES Elaine Schuler MONTGOMERY INVESTMENT MANAGEMENT Inc. | 241,000 | $410,248 | $3.07M | $2.66M | 649% |
| KM Kristin Mariani Janus Henderson Group PLC | 764,400 | $2.42M | $9.86M | $7.44M | 307.58% |
| JM John Malone Amundi | 45,000 | $670,345 | $580,500 | -$89,845 | -13.4% |
| YA Yinka Akinsola Blue Trust Inc. | 31,123 | $423,772.35 | $396,818.25 | -$26,954.1 | -6.36% |
Jennifer Easley Gitterman Wealth Management LLC | 17,512 | $264,961.58 | $227,130.64 | -$37,830.94 | -14.28% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 13,190 | $185,000.76 | $170,810.5 | -$14,190.26 | -7.67% |
Joseph Castro Nuveen LLC | 2.83M | $40.97M | $36.05M | -$4.92M | -12.01% |
Brian Baylis Bell Investment Advisors Inc. | 1,005 | $14,193.03 | $12,964.5 | -$1,228.53 | -8.66% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 35,100 | $462,969 | $455,247 | -$7,722 | -1.67% |
Ashish Sharma DGS Capital Management LLC | 52,937 | $757,069.14 | $686,592.89 | -$70,476.25 | -9.31% |
Candace Cavalier Congress Wealth Management LLC / DE / | 28,358 | $374,042.02 | $367,094.31 | -$6,947.71 | -1.86% |
Michael Hogan Promethos Capital LLC | 14,980 | $217,060 | $194,215.7 | -$22,844.3 | -10.52% |
W. Travis McKinney HB Wealth Management LLC | 19,136 | $268,693.84 | $246,854.4 | -$21,839.44 | -8.13% |
| LF Lukas Feh LGT Group Foundation | 21,345 | $281,540.55 | $276,524.47 | -$5,016.08 | -1.78% |
Dalila Toledo Ascent Group LLC | 10,828 | $149,967.8 | $140,926.42 | -$9,041.38 | -6.03% |
Arpan Shah XY Capital Ltd. | 34,542 | $500,514 | $451,291.23 | -$49,222.77 | -9.83% |
Brook Hart Presilium Private Wealth LLC | 15,133 | $212,465.93 | $195,745.35 | -$16,720.58 | -7.87% |
Mariana Coli Dunhill Financial LLC | 50 | $692 | $645 | -$47 | -6.79% |