| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Able Financial Group LLC ABLE Financial Group, LLC | 1,553 | $372,961.47 | $445,897.36 | $72,935.89 | 19.56% |
Jorge Paganin Abacus Wealth Partners, LLC | 3,345 | $860,434.52 | $958,743.9 | $98,309.38 | 11.43% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,315 | $296,436 | $376,859.8 | $80,423.8 | 27.13% |
Staci Compagno Portside Wealth Group, LLC | 4,350 | $1M | $1.24M | $239,519 | 23.86% |
Courtney Holt Compound Planning, Inc. | 9,591 | $2.33M | $2.76M | $434,261.92 | 18.63% |
Katherine Stoner Empower Advisory Group, LLC | 6,314 | $1.56M | $1.8M | $240,649.02 | 15.39% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,667 | $378,399.81 | $480,479.41 | $102,079.6 | 26.98% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,016 | $227,617 | $290,819.84 | $63,202.84 | 27.77% |
Scott Kapusta First County Bank /CT/ | 5,059 | $1.21M | $1.45M | $239,502.03 | 19.79% |
Ian Wang Plato Investment Management Ltd | 23,732 | $5.96M | $6.78M | $821,715.04 | 13.78% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,224 | $674,685.62 | $922,418.96 | $247,733.34 | 36.72% |
John Shanley Aspect Partners, LLC | 110 | $25,724.03 | $31,484.2 | $5,760.17 | 22.39% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 454 | $100,900.12 | $129,685.1 | $28,784.98 | 28.53% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,158 | $811,893.45 | $908,752.08 | $96,858.63 | 11.93% |
Tony Macafee UniSuper Management Pty Ltd | 88,667 | $24.01M | $25.39M | $1.38M | 5.75% |
Thomas Dobbins New Republic Capital, LLC | 991 | $266,001.56 | $283,673.75 | $17,672.19 | 6.64% |
Invesco LLC INVESCO, LLC | 5,426 | $1.25M | $1.56M | $308,072.36 | 24.62% |
John Hayes LongView Wealth Management | 1,274 | $302,607.19 | $365,790.88 | $63,183.69 | 20.88% |
Norden Group LLC NORDEN GROUP LLC | 4,929 | $1.29M | $1.41M | $125,365.06 | 9.75% |
Andrew Agosta Prosperity Financial Group, Inc. | 1,232 | $328,707.7 | $353,399.2 | $24,691.5 | 7.51% |