| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 8 | $400 | $244.08 | -$155.92 | -38.98% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,551 | $549,058.81 | $321,911.01 | -$227,147.8 | -41.37% |
Annmarie Young KPP Advisory Services LLC | 4,970 | $266,549.2 | $151,634.7 | -$114,914.5 | -43.11% |
Tony Macafee UniSuper Management Pty Ltd | 59,019 | $3.11M | $1.8M | -$1.31M | -42.17% |
Thomas Healy PFW Advisors LLC | 9,094 | $185,070.15 | $277,457.94 | $92,387.79 | 49.92% |
Invesco LLC INVESCO, LLC | 14,524 | $719,095.94 | $443,127.24 | -$275,968.7 | -38.38% |
Norden Group LLC NORDEN GROUP LLC | 8,296 | $434,925.63 | $253,110.96 | -$181,814.67 | -41.8% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 13,140 | $693,756.37 | $400,901.4 | -$292,854.97 | -42.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 26,512 | $1.32M | $808,881.12 | -$515,952.35 | -38.94% |
Mathieu Cornu Pictet Asset Management Holding SA | 990,335 | $47.05M | $30.22M | -$16.84M | -35.78% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 22 | $1,212.26 | $671.22 | -$541.04 | -44.63% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 13,898 | $583,202.62 | $424,027.98 | -$159,174.64 | -27.29% |
NICOLE MARTIN Arlington Trust Co LLC | 480 | $22,946.58 | $14,644.8 | -$8,301.78 | -36.18% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 457 | $23,956.84 | $13,943.07 | -$10,013.77 | -41.8% |
| KS Kristi Shields ROGCO, LP | 5,451 | $263,132.19 | $166,310.01 | -$96,822.18 | -36.8% |
Kevin Bresler TD Waterhouse Canada Inc. | 20,902 | $952,877.25 | $637,720.02 | -$315,157.23 | -33.07% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,191 | $317,098.08 | $188,887.41 | -$128,210.67 | -40.43% |
Courtney Haddad Concurrent Investment Advisors, LLC | 78,960 | $3.56M | $2.41M | -$1.15M | -32.3% |
Robert Shea NEOS Investment Management LLC | 78,649 | $4.15M | $2.4M | -$1.75M | -42.23% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,027 | $350,574.6 | $183,883.77 | -$166,690.83 | -47.55% |