| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Radoff LGT Financial Advisors LLC | 55 | $5,290 | $5,529.15 | $239.15 | 4.52% |
| TAL TFB Advisors LLC TFB Advisors LLC | 4,215 | $391,551.45 | $419,476.8 | $27,925.35 | 7.13% |
Ashley Buboltz Moran Wealth Management LLC | 66,076 | $6.02M | $6.58M | $559,664.11 | 9.3% |
Paul B. Ordonio Park Place Capital Corp. | 91 | $5,880.68 | $8,982.61 | $3,101.93 | 52.75% |
Sheila J. Lindsay Bensler LLC | 22,843 | $1.91M | $2.3M | $387,688.56 | 20.31% |
Kevin Kroskey True Wealth Design LLC | 276 | $26,377.2 | $27,746.28 | $1,369.08 | 5.19% |
Jill Batley Gateway Wealth Partners LLC | 7,857 | $754,232 | $789,864.21 | $35,632.21 | 4.72% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 7,024 | $678,939.84 | $693,339.04 | $14,399.2 | 2.12% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 2,877 | $279,242 | $283,988.67 | $4,746.67 | 1.7% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 73 | $7,040.05 | $7,338.69 | $298.64 | 4.24% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 24,608 | $2.39M | $2.47M | $85,390.24 | 3.58% |
Staci Compagno Portside Wealth Group, LLC | 2,609 | $253,230 | $262,282.77 | $9,052.77 | 3.57% |
Courtney Holt Compound Planning, Inc. | 2,892 | $264,520.35 | $290,732.76 | $26,212.41 | 9.91% |
Shawn Scholz Impact Partnership Wealth, LLC | 16,861 | $1.62M | $1.7M | $75,463.47 | 4.66% |
Annmarie Young KPP Advisory Services LLC | 5,994 | $581,777 | $602,576.82 | $20,799.82 | 3.58% |
Tony Macafee UniSuper Management Pty Ltd | 40,287 | $4.34M | $3.98M | -$366,404.31 | -8.44% |
Norden Group LLC NORDEN GROUP LLC | 5,161 | $497,939.29 | $518,835.33 | $20,896.04 | 4.2% |
Peter Sigismondi Ramirez Asset Management, Inc. | 4,724 | $376,550 | $463,093.72 | $86,543.72 | 22.98% |
| AA Andrew Alkon EntryPoint Capital, LLC | 9,389 | $886,045.8 | $920,403.67 | $34,357.87 | 3.88% |
| BF Brian Falahee Delta Global Management LP | 22,389 | $2.15M | $2.19M | $40,583.03 | 1.88% |