| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 2,085 | $828,099 | $766,049.85 | -$62,049.15 | -7.49% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,853 | $706,387.94 | $1.05M | $341,832.79 | 48.39% |
Staci Compagno Portside Wealth Group, LLC | 680 | $216,335.59 | $249,838.8 | $33,503.21 | 15.49% |
Courtney Holt Compound Planning, Inc. | 4,928 | $1.1M | $1.81M | $710,680.03 | 64.61% |
Katherine Stoner Empower Advisory Group, LLC | 629 | $249,820 | $241,806.47 | -$8,013.53 | -3.21% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,913 | $444,741.66 | $744,903.09 | $300,161.43 | 67.49% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 4,520 | $1.8M | $1.74M | -$57,502.4 | -3.2% |
Scott Kapusta First County Bank /CT/ | 1,011 | $168,366.25 | $371,451.51 | $203,085.26 | 120.62% |
Ian Wang Plato Investment Management Ltd | 21,489 | $4.86M | $8.38M | $3.52M | 72.42% |
Shawn Scholz Impact Partnership Wealth, LLC | 765 | $217,293.54 | $281,068.65 | $63,775.11 | 29.35% |
John Shanley Aspect Partners, LLC | 66 | $15,746.36 | $24,249.06 | $8,502.7 | 54% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 52 | $10,130.16 | $19,105.32 | $8,975.16 | 88.6% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,728 | $3.43M | $4.68M | $1.25M | 36.49% |
Annmarie Young KPP Advisory Services LLC | 1,153 | $216,600.76 | $423,623.73 | $207,022.97 | 95.58% |
Tony Macafee UniSuper Management Pty Ltd | 340,461 | $77.61M | $132.57M | $54.97M | 70.83% |
Thomas Healy PFW Advisors LLC | 3,921 | $494,971.73 | $1.44M | $945,642.88 | 191.05% |
Thomas Dobbins New Republic Capital, LLC | 2,250 | $607,210.7 | $814,072.5 | $206,861.8 | 34.07% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1,221 | $252,620.08 | $448,607.61 | $195,987.53 | 77.58% |
Invesco LLC INVESCO, LLC | 14,675 | $2.98M | $5.39M | $2.41M | 80.9% |
Norden Group LLC NORDEN GROUP LLC | 4,375 | $1.05M | $1.61M | $559,659.6 | 53.41% |