| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,552 | $340,560.78 | $290,239.52 | -$50,321.26 | -14.78% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 14 | $2,656.5 | $2,622.62 | -$33.88 | -1.28% |
| LK Lenny Kisin Applied Capital LLC/FL | 2,467 | $414,086 | $463,129.91 | $49,043.91 | 11.84% |
David Smith Linden Thomas Advisory Services LLC | 6,952 | $1.66M | $1.3M | -$359,301.84 | -21.65% |
Paul B. Ordonio Park Place Capital Corp. | 652 | $125,906.12 | $122,729.22 | -$3,176.9 | -2.52% |
Kevin Kroskey True Wealth Design LLC | 242 | $46,787.86 | $45,333.86 | -$1,454 | -3.11% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 1,650 | $302,546.36 | $310,447.5 | $7,901.14 | 2.61% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 3,616 | $648,023 | $675,468.8 | $27,445.8 | 4.24% |
Beth Zilka Baron Wealth Management LLC | 2,716 | $499,263.06 | $509,521.6 | $10,258.54 | 2.05% |
Lison Couture iA Global Asset Management Inc. | 14,232 | $4.17M | $2.66M | -$1.52M | -36.3% |
| JC Jared Calvert Buck Wealth Strategies LLC | 108 | $19,404 | $20,307.24 | $903.24 | 4.65% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 83 | $17,241.68 | $15,489.46 | -$1,752.22 | -10.16% |
Staci Compagno Portside Wealth Group, LLC | 2,008 | $493,076.99 | $375,255.04 | -$117,821.95 | -23.9% |
Courtney Holt Compound Planning, Inc. | 1,646 | $307,096.52 | $309,151.72 | $2,055.2 | 0.67% |
Katherine Stoner Empower Advisory Group, LLC | 359,468 | $87.55M | $67.22M | -$20.33M | -23.22% |
Ian Wang Plato Investment Management Ltd | 8,192 | $2.01M | $1.53M | -$474,441.6 | -23.66% |
John Shanley Aspect Partners, LLC | 2 | $447.27 | $377.84 | -$69.43 | -15.52% |
Tony Macafee UniSuper Management Pty Ltd | 15,252 | $3.85M | $2.88M | -$978,751.79 | -25.39% |
Norden Group LLC NORDEN GROUP LLC | 2,055 | $399,806.35 | $386,935.95 | -$12,870.4 | -3.22% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 17,830 | $3.93M | $3.33M | -$594,541.77 | -15.14% |