| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Wright Disciplina Capital Management LLC | 76 | $30,656.24 | $32,160.16 | $1,503.92 | 4.91% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 4,209 | $1.86M | $1.79M | -$74,512.02 | -4% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 3 | $1,549.86 | $1,287.06 | -$262.8 | -16.96% |
Mathieu Cornu Pictet Asset Management Holding SA | 168,578 | $67.8M | $71.61M | $3.81M | 5.62% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 16 | $7,115.1 | $6,874.24 | -$240.86 | -3.39% |
Jon Greer GSG Advisors LLC | 2,335 | $873,935.68 | $1M | $127,685.92 | 14.61% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 44,684 | $19.64M | $18.96M | -$685,685.13 | -3.49% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 634 | $331,322.06 | $270,458.06 | -$60,864 | -18.37% |
NICOLE MARTIN Arlington Trust Co LLC | 76 | $33,319.05 | $32,487.72 | -$831.33 | -2.5% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,159 | $1.83M | $1.77M | -$65,708.14 | -3.59% |
Syon Capital LLC SYON CAPITAL LLC | 3,554 | $1.65M | $1.5M | -$153,495.59 | -9.29% |
Kevin Bresler TD Waterhouse Canada Inc. | 110,261 | $46.42M | $47.37M | $957,487.76 | 2.06% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,462 | $563,305.68 | $625,947.99 | $62,642.31 | 11.12% |
Melissa S. Kampmann Kampmann Melissa S. | 2,797 | $1.42M | $1.2M | -$219,243.11 | -15.43% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,322 | $1.06M | $997,624.08 | -$60,023.87 | -5.68% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 59,528 | $23.66M | $25.29M | $1.63M | 6.87% |
| AK Alisha Kamadia United Community Bank | 1,567 | $616,328.25 | $667,353.96 | $51,025.71 | 8.28% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,848 | $7.11M | $6.38M | -$731,666.73 | -10.29% |
Robert Shea NEOS Investment Management LLC | 49,481 | $23.46M | $21.13M | -$2.33M | -9.93% |
James Rankin Modern Wealth Management, LLC | 1,675 | $846,549.91 | $710,920.25 | -$135,629.66 | -16.02% |