| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 4,223 | $1.17M | $1.25M | $72,519.6 | 6.18% |
Benjamin J. Jones National Wealth Management Group, LLC | 987 | $243,695 | $291,056.44 | $47,361.44 | 19.43% |
Eugene Donato KENNEDY INVESTMENT GROUP | 1,955 | $560,370.3 | $576,509.97 | $16,139.67 | 2.88% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,210 | $647,686.59 | $651,706.92 | $4,020.33 | 0.62% |
Staci Compagno Portside Wealth Group, LLC | 5,853 | $1.67M | $1.73M | $51,606.84 | 3.08% |
Courtney Holt Compound Planning, Inc. | 5,571 | $1.4M | $1.64M | $240,114.68 | 17.12% |
Katherine Stoner Empower Advisory Group, LLC | 403,505 | $111.94M | $122.69M | $10.76M | 9.61% |
Nemes Rush Group LLC Nemes Rush Group LLC | 123 | $31,739.99 | $38,003.31 | $6,263.32 | 19.73% |
Scott Kapusta First County Bank /CT/ | 1,818 | $524,409.63 | $536,110.04 | $11,700.41 | 2.23% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,032 | $299,988.14 | $304,326.49 | $4,338.35 | 1.45% |
John Shanley Aspect Partners, LLC | 67 | $19,198.3 | $19,757.63 | $559.33 | 2.91% |
Nancy Smetek Arcataur Capital Management LLC | 1,497 | $445,246.14 | $441,450.34 | -$3,795.8 | -0.85% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,463 | $4.38M | $4.85M | $470,829.24 | 10.74% |
Tony Macafee UniSuper Management Pty Ltd | 24,475 | $6.72M | $7.56M | $842,118.59 | 12.53% |
Alisha Arvold Christopher J. Hasenberg, Inc | 22 | $5,330 | $6,487.58 | $1,157.58 | 21.72% |
Thomas Dobbins New Republic Capital, LLC | 1,143 | $333,094.96 | $352,101.14 | $19,006.18 | 5.71% |
Invesco LLC INVESCO, LLC | 2,250 | $639,504.6 | $663,502.52 | $23,997.92 | 3.75% |
Norden Group LLC NORDEN GROUP LLC | 5,157 | $1.47M | $1.52M | $52,256.39 | 3.56% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 4,244 | $1.16M | $1.25M | $95,797.57 | 8.29% |
Peter Sigismondi Ramirez Asset Management, Inc. | 200 | $56,680 | $60,814 | $4,134 | 7.29% |