| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alyssa Lorenz Corundum Trust Company, INC | 500 | $260,875 | $231,660 | -$29,215 | -11.2% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,472 | $840,644.13 | $682,757.76 | -$157,886.37 | -18.78% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 483 | $234,264.92 | $224,406.63 | -$9,858.29 | -4.21% |
Annmarie Young KPP Advisory Services LLC | 4,340 | $2.2M | $2.01M | -$187,506.31 | -8.54% |
Tony Macafee UniSuper Management Pty Ltd | 133,427 | $69.48M | $61.89M | -$7.59M | -10.93% |
Lars Phillips RAM Investment Partners, LLC | 415 | $227,292.92 | $192,813.15 | -$34,479.77 | -15.17% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 510 | $249,626.82 | $236,951.1 | -$12,675.72 | -5.08% |
Thomas Dobbins New Republic Capital, LLC | 2,058 | $1.16M | $956,620.14 | -$202,598.52 | -17.48% |
Invesco LLC INVESCO, LLC | 10,565 | $5.5M | $4.85M | -$648,674.29 | -11.79% |
John Hayes LongView Wealth Management | 475 | $230,312.26 | $219,687.5 | -$10,624.76 | -4.61% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 554 | $299,621.57 | $257,537.98 | -$42,083.59 | -14.05% |
Andrew Halac Talon Private Wealth, LLC | 142 | $57,575 | $65,974.62 | $8,399.62 | 14.59% |
Norden Group LLC NORDEN GROUP LLC | 1,700 | $1.04M | $789,837 | -$246,716.15 | -23.8% |
Bradley Harsch Strategic Advocates LLC | 9 | $4,424 | $4,181.49 | -$242.51 | -5.48% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 40,580 | $18.99M | $18.85M | -$135,304.11 | -0.71% |
Peter Sigismondi Ramirez Asset Management, Inc. | 2,985 | $1.49M | $1.39M | -$106,222.51 | -7.11% |
Denise Reinert CGC Financial Services, LLC | 225 | $117,936.32 | $104,537.25 | -$13,399.07 | -11.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,542 | $4.98M | $4.39M | -$582,923.94 | -11.72% |
Peter David N Soliman Second Line Capital, LLC | 509 | $283,534.13 | $234,140 | -$49,394.13 | -17.42% |
Anthony Moeller MN Wealth Advisors, LLC | 633 | $322,907.38 | $294,098.13 | -$28,809.25 | -8.92% |