| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 37,047 | $8.32M | $9.3M | $973,553.3 | 11.7% |
Bradley H. Owens LJI Wealth Management, LLC | 1,846 | $277,791.01 | $463,235.24 | $185,444.23 | 66.76% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,183 | $325,982.2 | $547,802.02 | $221,819.82 | 68.05% |
Annmarie Young KPP Advisory Services LLC | 9,796 | $1.75M | $2.46M | $712,756.72 | 40.84% |
| MWS MFA Wealth Services MFA Wealth Services | 3,401 | $660,359.86 | $853,446.94 | $193,087.08 | 29.24% |
Tony Macafee UniSuper Management Pty Ltd | 369,817 | $77.47M | $92.25M | $14.79M | 19.09% |
Keith Henderson CULTIVAR CAPITAL, INC. | 2,282 | $436,845.77 | $572,645.08 | $135,799.31 | 31.09% |
Lars Phillips RAM Investment Partners, LLC | 5,980 | $1.04M | $1.5M | $459,242.18 | 44.1% |
Thomas Healy PFW Advisors LLC | 870 | $218,927 | $218,317.8 | -$609.2 | -0.28% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 1,038 | $240,158.76 | $260,475.72 | $20,316.96 | 8.46% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,737 | $415,509.38 | $435,882.78 | $20,373.4 | 4.9% |
Thomas Dobbins New Republic Capital, LLC | 3,936 | $826,102.13 | $1.01M | $179,388.47 | 21.72% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 12,663 | $2.06M | $3.18M | $1.11M | 53.97% |
Invesco LLC INVESCO, LLC | 4,577 | $1.02M | $1.15M | $124,484.8 | 12.16% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 3,207 | $486,513.21 | $804,764.58 | $318,251.37 | 65.41% |
John Hayes LongView Wealth Management | 6,802 | $1.19M | $1.71M | $516,228.07 | 43.36% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 8,711 | $1.57M | $2.19M | $615,337.6 | 39.18% |
Norden Group LLC NORDEN GROUP LLC | 19,879 | $3.99M | $4.99M | $1M | 25.08% |
Andrew Agosta Prosperity Financial Group, Inc. | 11,474 | $2.27M | $2.88M | $613,289.58 | 27.06% |
Elliot Kallen Prosperity Wealth Management, Inc. | 983 | $227,585.94 | $246,674.02 | $19,088.08 | 8.39% |