| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eugene Donato KENNEDY INVESTMENT GROUP | 3,764 | $565,654.15 | $392,284.08 | -$173,370.07 | -30.65% |
Staci Compagno Portside Wealth Group, LLC | 22,846 | $3.08M | $2.38M | -$703,971.68 | -22.82% |
Courtney Holt Compound Planning, Inc. | 20,091 | $2.49M | $2.09M | -$393,075.22 | -15.81% |
Katherine Stoner Empower Advisory Group, LLC | 1.16M | $171.76M | $120.5M | -$51.26M | -29.84% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,931 | $201,746 | $202,214.32 | $468.32 | 0.23% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,121 | $124,446.89 | $117,144.5 | -$7,302.39 | -5.87% |
John Shanley Aspect Partners, LLC | 11 | $1,091.2 | $1,146.42 | $55.22 | 5.06% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3 | $537.78 | $312.66 | -$225.12 | -41.86% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 25,421 | $2.93M | $2.65M | -$282,528.4 | -9.64% |
Bradley H. Owens LJI Wealth Management, LLC | 12,163 | $1.13M | $1.27M | $134,167.3 | 11.84% |
Annmarie Young KPP Advisory Services LLC | 5,932 | $640,438.2 | $618,233.04 | -$22,205.16 | -3.47% |
Tony Macafee UniSuper Management Pty Ltd | 82,006 | $10.37M | $8.57M | -$1.8M | -17.34% |
Alisha Arvold Christopher J. Hasenberg, Inc | 503 | $68,836 | $52,422.66 | -$16,413.34 | -23.84% |
Thomas Dobbins New Republic Capital, LLC | 8,419 | $868,254.78 | $886,689.08 | $18,434.3 | 2.12% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,885 | $453,608.43 | $300,674.7 | -$152,933.73 | -33.71% |
Invesco LLC INVESCO, LLC | 4,597 | $824,012.11 | $479,099.34 | -$344,912.77 | -41.86% |
John Hayes LongView Wealth Management | 16,356 | $2.61M | $1.7M | -$908,690.04 | -34.77% |
Norden Group LLC NORDEN GROUP LLC | 13,088 | $1.58M | $1.36M | -$220,219.38 | -13.9% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 53,034 | $4.91M | $5.53M | $620,591.38 | 12.65% |
Timothy Monaco Dechtman Wealth Management, LLC | 2,954 | $521,158.09 | $307,865.88 | -$213,292.21 | -40.93% |