| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 13,153 | $482,485.39 | $450,490.25 | -$31,995.14 | -6.63% |
John Shanley Aspect Partners, LLC | 70 | $2,667.48 | $2,390.5 | -$276.98 | -10.38% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,734 | $535,115.18 | $506,775.93 | -$28,339.25 | -5.3% |
Tony Macafee UniSuper Management Pty Ltd | 59,739 | $2.34M | $2.04M | -$306,794.73 | -13.09% |
Robert Green LECAP ASSET MANAGEMENT LTD | 24,895 | $993,808 | $849,666.35 | -$144,141.65 | -14.5% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 4,935 | $194,856.06 | $168,086.1 | -$26,769.96 | -13.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,896 | $236,350.76 | $235,912.16 | -$438.6 | -0.19% |
David Skalicky INSPIRE TRUST CO, N.A. | 52,000 | $2.04M | $1.78M | -$261,989.82 | -12.85% |
Mathieu Cornu Pictet Asset Management Holding SA | 57,014 | $2.09M | $1.95M | -$138,753.4 | -6.64% |
Syon Capital LLC SYON CAPITAL LLC | 6,383 | $233,410.23 | $219,383.71 | -$14,026.52 | -6.01% |
Robert Shea NEOS Investment Management LLC | 114,882 | $4.43M | $3.91M | -$510,989.73 | -11.55% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 51 | $1,952.7 | $1,753.63 | -$199.07 | -10.19% |
Jeffrey McGrath Cetera Trust Company, N.A | 5,205 | $200,618.48 | $177,360.37 | -$23,258.11 | -11.59% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 6,766 | $261,100.14 | $231,701.67 | -$29,398.47 | -11.26% |
Darin Sadow Freestone Grove Partners LP | 11,468 | $387,389.04 | $394,327.18 | $6,938.14 | 1.79% |
Curtis Burkholder Bare Financial Services, Inc | 13 | $519 | $444.73 | -$74.27 | -14.31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 742 | $30,083.08 | $25,383.82 | -$4,699.26 | -15.62% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 57 | $2,061.84 | $1,949.97 | -$111.87 | -5.43% |
Alan Gilmore Private Wealth Management Group, LLC | 76 | $2,939.8 | $2,599.2 | -$340.6 | -11.59% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 1,368 | $50,945.03 | $46,901.88 | -$4,043.15 | -7.94% |