| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 52 | $8,711.54 | $8,606.52 | -$105.02 | -1.21% |
Alex Nunnamaker Schechter Investment Advisors LLC | 16,125 | $2.2M | $2.67M | $473,594.75 | 21.55% |
Nolan Hoffmeyer Thematics Asset Management | 118,469 | $16.29M | $19.75M | $3.46M | 21.25% |
Loni Adams Daymark Wealth Partners LLC | 3,431 | $571,934 | $572,462.35 | $528.35 | 0.09% |
Michael Snyder Beaumont Financial Advisors LLC | 23,258 | $4.45M | $3.84M | -$606,265.34 | -13.62% |
Sue Oleari Trifecta Capital Advisors LLC | 796 | $148,449.22 | $131,451.44 | -$16,997.78 | -11.45% |
| LQ Louise Quant Trium Capital LLP | 4,210 | $701,764.9 | $706,858.96 | $5,094.06 | 0.73% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 2,606 | $434,394 | $433,143.26 | -$1,250.74 | -0.29% |
David Smith Linden Thomas Advisory Services LLC | 3,702 | $647,560.03 | $611,570.4 | -$35,989.63 | -5.56% |
Kevin Kroskey True Wealth Design LLC | 1,053 | $175,525.02 | $174,282.03 | -$1,242.99 | -0.71% |
Lison Couture iA Global Asset Management Inc. | 78,110 | $12.79M | $12.91M | $114,974.05 | 0.9% |
Dana Isaacs ClearAlpha Technologies LP | 1,460 | $237,162.35 | $238,841.4 | $1,679.05 | 0.71% |
| DD Damir Durkovic Entropy Technologies, LP | 7,531 | $1.22M | $1.22M | -$2,108.74 | -0.17% |
Alexandra Stickelman Root Financial Partners, LLC | 1,381 | $230,892.99 | $228,155.01 | -$2,737.98 | -1.19% |
Courtney Holt Compound Planning, Inc. | 2,484 | $454,621.31 | $408,618 | -$46,003.31 | -10.12% |
Tony Macafee UniSuper Management Pty Ltd | 7,074 | $1.27M | $1.17M | -$101,664.04 | -7.98% |
| AA Andrew Alkon EntryPoint Capital, LLC | 8,501 | $1.38M | $1.42M | $36,469.75 | 2.64% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,287 | $688,344.27 | $672,287.38 | -$16,056.89 | -2.33% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 108,357 | $15.81M | $17.96M | $2.15M | 13.63% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.92M | $272.06M | $317.56M | $45.5M | 16.72% |