| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 39 | $3,738 | $3,808.35 | $70.35 | 1.88% |
Staci Compagno Portside Wealth Group, LLC | 3,762 | $567,596.89 | $358,556.22 | -$209,040.67 | -36.83% |
Courtney Holt Compound Planning, Inc. | 3,719 | $478,545.46 | $360,705.81 | -$117,839.65 | -24.62% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 6,873 | $658,640 | $655,065.63 | -$3,574.37 | -0.54% |
Ian Wang Plato Investment Management Ltd | 4,004 | $638,053.96 | $381,621.24 | -$256,432.72 | -40.19% |
Tony Macafee UniSuper Management Pty Ltd | 10,563 | $1.59M | $1.01M | -$583,140.67 | -36.68% |
Peter Sigismondi Ramirez Asset Management, Inc. | 103,795 | $10.01M | $9.89M | -$118,592.61 | -1.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,892 | $1.42M | $1.03M | -$386,385.49 | -27.26% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 151,130 | $15.62M | $14.4M | -$1.22M | -7.8% |
Mathieu Cornu Pictet Asset Management Holding SA | 260,288 | $37.76M | $25.38M | -$12.38M | -32.79% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 24,423 | $1.84M | $2.37M | $529,911.1 | 28.84% |
NICOLE MARTIN Arlington Trust Co LLC | 17 | $1,408 | $1,640.33 | $232.33 | 16.5% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,579 | $1M | $935,197.77 | -$68,995.06 | -6.87% |
Syon Capital LLC SYON CAPITAL LLC | 5,742 | $641,049.61 | $554,792.04 | -$86,257.57 | -13.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,747 | $505,235.43 | $560,332.5 | $55,097.07 | 10.91% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,677 | $573,866.94 | $358,507.5 | -$215,359.44 | -37.53% |
Ann Keitner Quantum Portfolio Management LLC | 10,683 | $1.2M | $1.02M | -$177,390.63 | -14.84% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 70 | $6,708.03 | $6,773.9 | $65.87 | 0.98% |
United Advisor Group LLC United Advisor Group, LLC | 2,635 | $419,238 | $251,141.85 | -$168,096.15 | -40.1% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,255 | $170,294.76 | $119,614.05 | -$50,680.71 | -29.76% |