| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 82,041 | $9.13M | $8.43M | -$700,937.36 | -7.68% |
Ian Wang Plato Investment Management Ltd | 10,122 | $1.31M | $1.04M | -$269,143.33 | -20.56% |
Andrew Wiener Samjo Management, LLC | 9,050 | $1.05M | $936,086.75 | -$115,356.34 | -10.97% |
Tony Macafee UniSuper Management Pty Ltd | 27,906 | $3.79M | $2.87M | -$920,566.61 | -24.3% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 5,324 | $652,368.08 | $546,987.76 | -$105,380.32 | -16.15% |
Peter Sigismondi Ramirez Asset Management, Inc. | 200 | $23,853 | $20,548 | -$3,305 | -13.86% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,958 | $353,481 | $308,164.44 | -$45,316.56 | -12.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,872 | $492,144.69 | $397,809.28 | -$94,335.41 | -19.17% |
Mathieu Cornu Pictet Asset Management Holding SA | 4.04M | $381.69M | $417.59M | $35.9M | 9.41% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 33 | $4,109.72 | $3,405.93 | -$703.79 | -17.13% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 56,806 | $6.84M | $5.85M | -$991,941.46 | -14.5% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,080 | $608,978.91 | $523,290.8 | -$85,688.11 | -14.07% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 5,508 | $651,102.74 | $569,361.96 | -$81,740.78 | -12.55% |
Syon Capital LLC SYON CAPITAL LLC | 2,260 | $305,737.88 | $233,797 | -$71,940.88 | -23.53% |
Kevin Bresler TD Waterhouse Canada Inc. | 46,034 | $5.41M | $4.76M | -$654,084.06 | -12.08% |
Melissa S. Kampmann Kampmann Melissa S. | 2,150 | $256,839.13 | $222,718.5 | -$34,120.63 | -13.28% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,333 | $268,445.83 | $239,692.42 | -$28,753.41 | -10.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,758 | $590,134.68 | $491,834.46 | -$98,300.22 | -16.66% |
Robert Shea NEOS Investment Management LLC | 39,828 | $5.15M | $4.09M | -$1.05M | -20.5% |
James Rankin Modern Wealth Management, LLC | 6,585 | $871,947.12 | $681,086.55 | -$190,860.57 | -21.89% |