| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brett Pohl Invera Wealth Advisors, LLC | 7,184 | $1.45M | $1.75M | $297,924.77 | 20.58% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 7,851 | $1.24M | $1.91M | $661,210.1 | 53.15% |
Alexandra Stickelman Root Financial Partners, LLC | 1,230 | $265,069.09 | $298,471.8 | $33,402.71 | 12.6% |
Able Financial Group LLC ABLE Financial Group, LLC | 2,084 | $434,434.18 | $508,079.2 | $73,645.02 | 16.95% |
Jorge Paganin Abacus Wealth Partners, LLC | 950 | $225,973 | $230,631.5 | $4,658.5 | 2.06% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,650 | $344,027.68 | $400,554 | $56,526.32 | 16.43% |
Staci Compagno Portside Wealth Group, LLC | 1,810 | $389,380.42 | $439,178.4 | $49,797.98 | 12.79% |
Courtney Holt Compound Planning, Inc. | 4,777 | $889,634.4 | $1.15M | $258,493.66 | 29.06% |
Katherine Stoner Empower Advisory Group, LLC | 2,343 | $530,916.78 | $568,177.5 | $37,260.72 | 7.02% |
Nemes Rush Group LLC Nemes Rush Group LLC | 49,591 | $6.3M | $11.93M | $5.63M | 89.4% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,261 | $300,108 | $306,990.45 | $6,882.45 | 2.29% |
Scott Kapusta First County Bank /CT/ | 1,638 | $339,109.24 | $397,788.3 | $58,679.06 | 17.3% |
Ian Wang Plato Investment Management Ltd | 5,669 | $905,194.41 | $1.38M | $470,331.75 | 51.96% |
Shawn Scholz Impact Partnership Wealth, LLC | 8,607 | $1.78M | $2.09M | $303,679.45 | 17.02% |
John Shanley Aspect Partners, LLC | 84 | $12,965.59 | $20,412.84 | $7,447.25 | 57.44% |
Nancy Smetek Arcataur Capital Management LLC | 2,720 | $300,057.49 | $653,480 | $353,422.51 | 117.78% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,748 | $1.06M | $1.38M | $319,673.6 | 30.23% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 2,656 | $359,932.47 | $638,077.44 | $278,144.97 | 77.28% |
Tony Macafee UniSuper Management Pty Ltd | 28,896 | $5.82M | $7.01M | $1.19M | 20.46% |
Invesco LLC INVESCO, LLC | 14,265 | $1.99M | $3.47M | $1.47M | 73.81% |