| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Tobin Slagle Financial, LLC | 1,128 | $182,918.24 | $537,097.19 | $354,178.95 | 193.63% |
John Shanley Aspect Partners, LLC | 357 | $57,756.17 | $169,985.55 | $112,229.38 | 194.32% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 235 | $49,991.6 | $111,895.25 | $61,903.65 | 123.83% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 20,134 | $2.29M | $9.59M | $7.3M | 319.22% |
Kure Advisory LLC Kure Advisory, LLC | 403 | $234,107 | $191,888.45 | -$42,218.55 | -18.03% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,266 | $267,435.29 | $602,805.89 | $335,370.6 | 125.4% |
Michael Ryan Michael S. Ryan, Inc. | 1,049 | $224,053.08 | $499,481.34 | $275,428.26 | 122.93% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 22,632 | $2.36M | $10.78M | $8.41M | 355.66% |
Bradley H. Owens LJI Wealth Management, LLC | 3,414 | $343,129.36 | $1.63M | $1.28M | 373.75% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,693 | $197,493.69 | $806,121.93 | $608,628.24 | 308.18% |
Annmarie Young KPP Advisory Services LLC | 5,305 | $866,737.85 | $2.53M | $1.66M | 191.43% |
Tony Macafee UniSuper Management Pty Ltd | 358,803 | $52.52M | $170.84M | $118.32M | 225.26% |
Lars Phillips RAM Investment Partners, LLC | 1,536 | $313,838.45 | $731,366.38 | $417,527.93 | 133.04% |
Thomas Healy PFW Advisors LLC | 1,671 | $68,125.53 | $795,646.63 | $727,521.1 | 1,067.91% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 675 | $392,114 | $321,401.24 | -$70,712.76 | -18.03% |
Alisha Arvold Christopher J. Hasenberg, Inc | 500 | $89,260.4 | $238,074.99 | $148,814.59 | 166.72% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 748 | $105,460.45 | $356,160.19 | $250,699.74 | 237.72% |
Thomas Dobbins New Republic Capital, LLC | 4,626 | $997,520.06 | $2.2M | $1.21M | 120.81% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 4,595 | $653,795.72 | $2.19M | $1.53M | 234.65% |
Invesco LLC INVESCO, LLC | 5,075 | $658,302.08 | $2.42M | $1.76M | 267.07% |