| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Tobin Slagle Financial, LLC | 3,577 | $392,388.45 | $361,759.89 | -$30,628.56 | -7.81% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 102,036 | $11.72M | $10.32M | -$1.4M | -11.93% |
John Shanley Aspect Partners, LLC | 117 | $15,913.09 | $11,779.56 | -$4,133.53 | -25.98% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,005 | $247,414.09 | $201,973.67 | -$45,440.42 | -18.37% |
Nancy Smetek Arcataur Capital Management LLC | 5,974 | $652,257.18 | $601,790.89 | -$50,466.29 | -7.74% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,606 | $1.52M | $1.17M | -$348,076.89 | -22.94% |
Bradley H. Owens LJI Wealth Management, LLC | 2,037 | $225,440.96 | $205,085.16 | -$20,355.8 | -9.03% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 3,079 | $366,290.92 | $309,993.72 | -$56,297.2 | -15.37% |
Annmarie Young KPP Advisory Services LLC | 12,156 | $1.61M | $1.22M | -$385,231.6 | -23.94% |
Tony Macafee UniSuper Management Pty Ltd | 516,548 | $60.58M | $52.03M | -$8.55M | -14.11% |
Lars Phillips RAM Investment Partners, LLC | 5,862 | $707,900.96 | $589,541.34 | -$118,359.62 | -16.72% |
Thomas Healy PFW Advisors LLC | 21,116 | $1.81M | $2.13M | $312,547.78 | 17.22% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 31,178 | $2.83M | $3.14M | $309,597.26 | 10.94% |
Thomas Dobbins New Republic Capital, LLC | 9,405 | $1.1M | $947,412.67 | -$150,336.6 | -13.69% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 12,190 | $1.35M | $1.23M | -$119,486.77 | -8.87% |
Invesco LLC INVESCO, LLC | 16,937 | $2.03M | $1.71M | -$328,767.29 | -16.16% |
John Hayes LongView Wealth Management | 3,903 | $440,824.13 | $392,954.04 | -$47,870.09 | -10.86% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 8,732 | $1.05M | $879,618.02 | -$170,156.58 | -16.21% |
Andrew Halac Talon Private Wealth, LLC | 5,998 | $623,364.96 | $603,878.64 | -$19,486.32 | -3.13% |
Norden Group LLC NORDEN GROUP LLC | 15,783 | $1.8M | $1.59M | -$210,360.1 | -11.69% |