| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 2 | $2,664 | $2,263.7 | -$400.3 | -15.03% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 308 | $271,230.69 | $351,150.8 | $79,920.11 | 29.47% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 17 | $21,561.51 | $19,288.2 | -$2,273.31 | -10.54% |
Alexandra Stickelman Root Financial Partners, LLC | 172 | $255,683.8 | $195,782.44 | -$59,901.36 | -23.43% |
Courtney Holt Compound Planning, Inc. | 456 | $618,502.56 | $516,442.8 | -$102,059.76 | -16.5% |
Katherine Stoner Empower Advisory Group, LLC | 162 | $215,790 | $184,576.32 | -$31,213.68 | -14.46% |
Ian Wang Plato Investment Management Ltd | 1,163 | $1.49M | $1.32M | -$166,962.27 | -11.19% |
John Shanley Aspect Partners, LLC | 3 | $3,544.08 | $3,432.48 | -$111.6 | -3.15% |
Bruce Berger Linonia Partnership LP | 11,022 | $11.15M | $12.56M | $1.41M | 12.63% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 228 | $226,613.39 | $256,691.52 | $30,078.13 | 13.27% |
Tony Macafee UniSuper Management Pty Ltd | 6,260 | $8.01M | $7.15M | -$868,043.87 | -10.83% |
Andrew Agosta Prosperity Financial Group, Inc. | 353 | $444,747.17 | $406,599.52 | -$38,147.65 | -8.58% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 1,307 | $1.7M | $1.49M | -$211,126.48 | -12.42% |
| AA Andrew Alkon EntryPoint Capital, LLC | 288 | $383,628 | $328,688.64 | -$54,939.36 | -14.32% |
Christopher C. Powers Farther Finance Advisors, LLC | 742 | $917,257.93 | $823,449.35 | -$93,808.58 | -10.23% |
Mathieu Cornu Pictet Asset Management Holding SA | 35,329 | $37.29M | $40.07M | $2.78M | 7.46% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 7 | $7,347.71 | $7,946.05 | $598.34 | 8.14% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,381 | $1.79M | $1.56M | -$223,218.41 | -12.49% |
Jae Cho Marex Group plc | 200 | $231,792.2 | $224,876 | -$6,916.2 | -2.98% |
NICOLE MARTIN Arlington Trust Co LLC | 8 | $9,271.7 | $9,122.32 | -$149.38 | -1.61% |