| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,916 | $428,528 | $421,479.08 | -$7,048.92 | -1.64% |
Daniel Dorval DORVAL Corp | 119,218 | $12.9M | $12.83M | -$65,551.86 | -0.51% |
Kevin Bresler TD Waterhouse Canada Inc. | 425,671 | $49.1M | $45.81M | -$3.28M | -6.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,908 | $761,616.72 | $743,508.04 | -$18,108.68 | -2.38% |
Mark Petersen Prosperitas Financial LLC | 2,260 | $247,312 | $241,865.2 | -$5,446.8 | -2.2% |
Mark Weber DecisionMap Wealth Management, LLC | 6,747 | $724,304.56 | $726,179.61 | $1,875.05 | 0.26% |
Riley Stephenson Stephenson & Company, Inc. | 44,915 | $4.87M | $4.83M | -$34,319.08 | -0.7% |
James Rankin Modern Wealth Management, LLC | 13,065 | $1.44M | $1.4M | -$39,847.78 | -2.77% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 15,677 | $1.73M | $1.69M | -$44,520.84 | -2.57% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,300 | $371,890.52 | $355,179 | -$16,711.52 | -4.49% |
Owen McCabe Tyche Wealth Partners LLC | 4,056 | $436,802.58 | $436,547.28 | -$255.3 | -0.06% |
Jeff Ramsey Quotient Wealth Partners, LLC | 473,810 | $50.93M | $51M | $67,995.9 | 0.13% |
Michel Del Buono a16z Perennial Management, L.P. | 69,075 | $7.56M | $7.43M | -$124,334.75 | -1.64% |
Curtis Burkholder Bare Financial Services, Inc | 140 | $14,774.43 | $15,068.2 | $293.77 | 1.99% |
Keisuke Ichihara Rakuten Securities, Inc. | 21 | $2,266.57 | $2,245.32 | -$21.25 | -0.94% |
Joshua Stipcich Tidemark, LLC | 1,127 | $121,152.27 | $120,690.43 | -$461.84 | -0.38% |
Andrea Butler Sequent Planning LLC | 34,829 | $3.79M | $3.73M | -$61,179.04 | -1.62% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 239 | $26,268 | $25,723.57 | -$544.43 | -2.07% |
Christy Clarin Portfolio Design Labs, LLC | 173,273 | $18.96M | $18.52M | -$445,312.22 | -2.35% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,468 | $272,389.85 | $263,878.56 | -$8,511.29 | -3.12% |