| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 1,083 | $218,024 | $189,747.01 | -$28,276.99 | -12.97% |
Nemes Rush Group LLC Nemes Rush Group LLC | 14,253 | $2.62M | $2.49M | -$125,959.09 | -4.81% |
Tony Macafee UniSuper Management Pty Ltd | 4,532 | $692,534.72 | $794,323.64 | $101,788.92 | 14.7% |
Norden Group LLC NORDEN GROUP LLC | 2,033 | $409,895.95 | $355,876.65 | -$54,019.3 | -13.18% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 1,370 | $259,280 | $239,434.9 | -$19,845.1 | -7.65% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,939 | $591,650 | $514,354.39 | -$77,295.61 | -13.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,576 | $1.31M | $1.16M | -$154,111.03 | -11.75% |
Mathieu Cornu Pictet Asset Management Holding SA | 12,588 | $1.5M | $2.22M | $716,722.87 | 47.81% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 7 | $956.29 | $1,228.5 | $272.21 | 28.47% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,812 | $493,936.31 | $491,917.22 | -$2,019.09 | -0.41% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,631 | $1.65M | $1.69M | $30,929.49 | 1.87% |
Kevin Bresler TD Waterhouse Canada Inc. | 69 | $13,921.88 | $12,109.5 | -$1,812.38 | -13.02% |
| MC Megan Claucherty Kodai Capital Management LP | 131,537 | $17.66M | $23.16M | $5.5M | 31.13% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 87,846 | $8.47M | $15.46M | $6.99M | 82.6% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,576 | $495,365.27 | $452,088 | -$43,277.27 | -8.74% |
Robert Shea NEOS Investment Management LLC | 10,386 | $1.89M | $1.82M | -$75,130.02 | -3.97% |
Charles Corkery PUREfi Wealth, LLC | 1,473 | $296,530 | $261,324.93 | -$35,205.07 | -11.87% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,405 | $207,816 | $426,887.5 | $219,071.5 | 105.42% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,380 | $248,855.91 | $241,513.8 | -$7,342.11 | -2.95% |
Darin Sadow Freestone Grove Partners LP | 1,863 | $375,041 | $326,006.37 | -$49,034.63 | -13.07% |