| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 9,456 | $2.88M | $2.77M | -$110,916.29 | -3.85% |
Staci Compagno Portside Wealth Group, LLC | 712 | $260,423.48 | $200,513.44 | -$59,910.04 | -23% |
Courtney Holt Compound Planning, Inc. | 7,235 | $2.46M | $2.12M | -$342,252.53 | -13.9% |
Katherine Stoner Empower Advisory Group, LLC | 139,722 | $49.27M | $39.35M | -$9.92M | -20.13% |
Nemes Rush Group LLC Nemes Rush Group LLC | 173 | $58,821.92 | $50,358.57 | -$8,463.35 | -14.39% |
Ian Wang Plato Investment Management Ltd | 12,092 | $4.3M | $3.41M | -$899,413.43 | -20.89% |
John Shanley Aspect Partners, LLC | 14 | $4,533.35 | $4,016.04 | -$517.31 | -11.41% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 17 | $6,329 | $4,984.91 | -$1,344.09 | -21.24% |
Driton Bilali Ilex Capital Partners (UK) LLP | 399,898 | $138.45M | $112.62M | -$25.82M | -18.65% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,229 | $746,979.88 | $648,750.45 | -$98,229.43 | -13.15% |
Annmarie Young KPP Advisory Services LLC | 1,368 | $462,414.23 | $385,256.16 | -$77,158.07 | -16.69% |
| MWS MFA Wealth Services MFA Wealth Services | 880 | $275,115.09 | $248,643.99 | -$26,471.1 | -9.62% |
Tony Macafee UniSuper Management Pty Ltd | 38,003 | $13.09M | $10.7M | -$2.39M | -18.26% |
Keith Henderson CULTIVAR CAPITAL, INC. | 800 | $220,312 | $226,039.99 | $5,727.99 | 2.6% |
Thomas Healy PFW Advisors LLC | 3,100 | $694,398.79 | $873,053 | $178,654.21 | 25.73% |
Thomas Dobbins New Republic Capital, LLC | 739 | $251,418.41 | $208,117.18 | -$43,301.23 | -17.22% |
Invesco LLC INVESCO, LLC | 889 | $288,802.51 | $250,369.07 | -$38,433.44 | -13.31% |
Norden Group LLC NORDEN GROUP LLC | 1,277 | $460,660.02 | $369,985.21 | -$90,674.81 | -19.68% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 11,198 | $4.42M | $3.15M | -$1.26M | -28.62% |
Peter Sigismondi Ramirez Asset Management, Inc. | 3,559 | $978,930.63 | $1M | $23,354.95 | 2.39% |