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Workiva Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Sara S. Alexander Sonora Investment Management Group LLC | 3,619 | $471,229.71 | $271,895.47 | -$199,334.24 | -42.3% |
 Ana-Maria Ignat Covestor Ltd | 245 | $14,579.84 | $18,916.45 | $4,336.61 | 29.74% |
 Martin Schoeffel LGT Fund Management Co. Ltd. | 85,800 | $4.23M | $6.49M | $2.26M | 53.33% |
 Josh Brodman Irenic Capital Management LP | 552,010 | $47.53M | $41.61M | -$5.92M | -12.45% |
 CJ Harrison DecisionPoint Financial LLC | 1 | $51 | $77.21 | $26.21 | 51.39% |
 Lukas Lindgren Abound Wealth Management | 500 | $38,900 | $38,540 | -$360 | -0.93% |
 Drew Phillips Fortitude Family Office LLC | 137 | $9,218.52 | $10,577.77 | $1,359.25 | 14.74% |
 Brian Matter Creative Capital Management Investments LLC | 4 | $197.2 | $308.84 | $111.64 | 56.61% |
 Jesse Haller Compass Financial Group Inc./SD | 3,619 | $240,917 | $279,422.99 | $38,505.99 | 15.98% |
 Paul B. Ordonio Park Place Capital Corp. | 617 | $51,809.49 | $46,922.85 | -$4,886.64 | -9.43% |
 Kevin Kroskey True Wealth Design LLC | 389 | $25,115.89 | $30,034.69 | $4,918.8 | 19.58% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 7,213 | $531,670.23 | $553,669.88 | $21,999.65 | 4.14% |
| DD Damir Durkovic Entropy Technologies, LP | 34,504 | $1.67M | $2.67M | $998,890.84 | 59.68% |
 Katherine Stoner Empower Advisory Group, LLC | 8,490 | $856,071.8 | $633,990.75 | -$222,081.05 | -25.94% |
 Christopher C. Powers Farther Finance Advisors, LLC | 732 | $58,112.98 | $53,172.48 | -$4,940.5 | -8.5% |
 Mathieu Cornu Pictet Asset Management Holding SA | 7,494 | $705,013.28 | $578,611.74 | -$126,401.54 | -17.93% |
 Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 5 | $310.47 | $376.55 | $66.08 | 21.28% |
 Kevin Bresler TD Waterhouse Canada Inc. | 2,819 | $168,294 | $212,298.89 | $44,004.89 | 26.15% |
 Raymond Debbane Siren, L.L.C. | 45,000 | $3.53M | $3.47M | -$50,254.36 | -1.43% |
 Curtis Burkholder Bare Financial Services, Inc | 30 | $1,455 | $2,316.3 | $861.3 | 59.2% |
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