| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG Jacob Going Alpine Bank Wealth Management | 6,101 | $682,089.71 | $747,921.59 | $65,831.88 | 9.65% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 7,450 | $485,807.35 | $913,295.5 | $427,488.15 | 88% |
Brian Glas Noble Family Wealth, LLC | 2,030 | $226,751 | $248,857.7 | $22,106.7 | 9.75% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 146 | $16,926.3 | $17,922.96 | $996.66 | 5.89% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 5,400 | $436,163.02 | $662,904 | $226,740.98 | 51.99% |
Alexandra Stickelman Root Financial Partners, LLC | 2,360 | $263,048.46 | $289,713.6 | $26,665.14 | 10.14% |
Able Financial Group LLC ABLE Financial Group, LLC | 3,580 | $233,568.92 | $438,872.2 | $205,303.28 | 87.9% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,119 | $201,440.91 | $260,128.44 | $58,687.53 | 29.13% |
Courtney Holt Compound Planning, Inc. | 13,743 | $1.13M | $1.69M | $553,310.91 | 48.8% |
Katherine Stoner Empower Advisory Group, LLC | 3,491 | $285,673.67 | $428,555.16 | $142,881.49 | 50.02% |
Andrew Nall PMV Capital Advisers, LLC | 26 | $2,905 | $3,191.76 | $286.76 | 9.87% |
Nemes Rush Group LLC Nemes Rush Group LLC | 272 | $21,495.2 | $33,390.72 | $11,895.52 | 55.34% |
Ian Wang Plato Investment Management Ltd | 7,053 | $697,171.85 | $865,826.28 | $168,654.43 | 24.19% |
John Shanley Aspect Partners, LLC | 54 | $4,809.59 | $6,643.08 | $1,833.49 | 38.12% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 76 | $8,451 | $9,317.6 | $866.6 | 10.25% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,118 | $1.12M | $1.24M | $117,377.96 | 10.45% |
| MWS MFA Wealth Services MFA Wealth Services | 1,848 | $206,354.48 | $226,860.48 | $20,506 | 9.94% |
Tony Macafee UniSuper Management Pty Ltd | 43,433 | $4.1M | $5.32M | $1.22M | 29.79% |
Invesco LLC INVESCO, LLC | 35,356 | $2.9M | $4.33M | $1.43M | 49.34% |
John Hayes LongView Wealth Management | 29,698 | $2.91M | $3.7M | $798,711.41 | 27.49% |