| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley H. Owens LJI Wealth Management, LLC | 1,846 | $277,791.01 | $528,103.66 | $250,312.65 | 90.11% |
Jeremy Sorci Premier Financial Group | 995 | $250,382 | $282,928.25 | $32,546.25 | 13% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,183 | $325,982.2 | $620,495.92 | $294,513.72 | 90.35% |
Annmarie Young KPP Advisory Services LLC | 9,796 | $1.75M | $2.79M | $1.05M | 59.95% |
| MWS MFA Wealth Services MFA Wealth Services | 3,286 | $639,922.02 | $934,374.1 | $294,452.08 | 46.01% |
Tony Macafee UniSuper Management Pty Ltd | 369,817 | $77.47M | $105.48M | $28.02M | 36.17% |
Keith Henderson CULTIVAR CAPITAL, INC. | 2,282 | $436,845.77 | $648,886.7 | $212,040.93 | 48.54% |
Lars Phillips RAM Investment Partners, LLC | 5,980 | $1.04M | $1.7M | $654,429.38 | 62.84% |
Thomas Healy PFW Advisors LLC | 917 | $231,221.73 | $259,877.79 | $28,656.06 | 12.39% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 1,038 | $240,158.76 | $295,804.05 | $55,645.29 | 23.17% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,737 | $415,509.38 | $497,598.39 | $82,089.01 | 19.76% |
Thomas Dobbins New Republic Capital, LLC | 3,936 | $826,102.13 | $1.12M | $294,791.95 | 35.68% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 12,663 | $2.06M | $3.61M | $1.55M | 75.07% |
Invesco LLC INVESCO, LLC | 4,577 | $1.02M | $1.3M | $272,047.28 | 26.57% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 3,207 | $486,513.21 | $908,655.34 | $422,142.13 | 86.77% |
John Hayes LongView Wealth Management | 6,802 | $1.19M | $1.93M | $743,074.77 | 62.41% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 8,711 | $1.57M | $2.47M | $898,096.57 | 57.18% |
Norden Group LLC NORDEN GROUP LLC | 19,879 | $3.99M | $5.66M | $1.68M | 42.01% |
Andrew Agosta Prosperity Financial Group, Inc. | 11,474 | $2.27M | $3.28M | $1.01M | 44.69% |
Elliot Kallen Prosperity Wealth Management, Inc. | 983 | $227,585.94 | $279,722.48 | $52,136.54 | 22.91% |