| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 674 | $306,663.98 | $286,995.94 | -$19,668.04 | -6.41% |
Courtney Holt Compound Planning, Inc. | 2,640 | $1.3M | $1.12M | -$181,024.44 | -13.9% |
Nemes Rush Group LLC Nemes Rush Group LLC | 15,615 | $6.53M | $6.59M | $62,431.12 | 0.96% |
Ian Wang Plato Investment Management Ltd | 9,773 | $4.71M | $4.16M | -$549,214.23 | -11.66% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,516 | $790,217.4 | $645,694.74 | -$144,522.66 | -18.29% |
John Shanley Aspect Partners, LLC | 69 | $29,952.3 | $29,490.6 | -$461.7 | -1.54% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3 | $1,510.22 | $1,274.43 | -$235.79 | -15.61% |
James Aldige Clio Asset Management LLC | 16,195 | $6.39M | $6.91M | $517,349.09 | 8.1% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 557 | $267,845.56 | $235,560.87 | -$32,284.69 | -12.05% |
Tony Macafee UniSuper Management Pty Ltd | 33,587 | $14.68M | $14.35M | -$325,831.2 | -2.22% |
Thomas Healy PFW Advisors LLC | 4,874 | $1.93M | $2.07M | $139,020.26 | 7.2% |
Alisha Arvold Christopher J. Hasenberg, Inc | 22 | $11,404 | $9,422.6 | -$1,981.4 | -17.37% |
Thomas Dobbins New Republic Capital, LLC | 1,706 | $780,872.98 | $727,736.97 | -$53,136.01 | -6.8% |
Invesco LLC INVESCO, LLC | 499 | $192,263.7 | $214,545.05 | $22,281.35 | 11.59% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 615 | $316,187.81 | $261,258.15 | -$54,929.66 | -17.37% |
Norden Group LLC NORDEN GROUP LLC | 1,398 | $623,756.99 | $597,015.9 | -$26,741.09 | -4.29% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 11,393 | $5.96M | $4.85M | -$1.11M | -18.64% |
Peter Sigismondi Ramirez Asset Management, Inc. | 2,296 | $908,127.68 | $978,784.8 | $70,657.12 | 7.78% |
John M Roach Waterway Wealth Management, LLC | 5,348 | $2.36M | $2.27M | -$88,708.09 | -3.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 14,170 | $6.93M | $5.79M | -$1.14M | -16.45% |