| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 6,160 | $1.58M | $1.82M | $239,567.9 | 15.16% |
Katherine Stoner Empower Advisory Group, LLC | 403,505 | $111.94M | $119.79M | $7.85M | 7.01% |
Nemes Rush Group LLC Nemes Rush Group LLC | 123 | $31,739.99 | $36,305.91 | $4,565.92 | 14.39% |
Scott Kapusta First County Bank /CT/ | 1,880 | $541,659.91 | $563,548.8 | $21,888.89 | 4.04% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,032 | $299,988.14 | $306,741.36 | $6,753.22 | 2.25% |
John Shanley Aspect Partners, LLC | 67 | $19,198.3 | $19,825.97 | $627.67 | 3.27% |
Nancy Smetek Arcataur Capital Management LLC | 1,497 | $445,246.14 | $443,306.61 | -$1,939.53 | -0.44% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,463 | $4.38M | $4.84M | $459,798.87 | 10.49% |
Tony Macafee UniSuper Management Pty Ltd | 24,475 | $6.72M | $7.27M | $552,824.09 | 8.23% |
Alisha Arvold Christopher J. Hasenberg, Inc | 22 | $5,330 | $6,567 | $1,237 | 23.21% |
Thomas Dobbins New Republic Capital, LLC | 1,143 | $333,094.96 | $340,476.84 | $7,381.88 | 2.22% |
Invesco LLC INVESCO, LLC | 2,250 | $639,504.6 | $673,470 | $33,965.4 | 5.31% |
Norden Group LLC NORDEN GROUP LLC | 5,157 | $1.47M | $1.53M | $58,702.59 | 4% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 4,244 | $1.16M | $1.26M | $103,776.25 | 8.98% |
Peter Sigismondi Ramirez Asset Management, Inc. | 200 | $56,680 | $59,568 | $2,888 | 5.1% |
Timothy Monaco Dechtman Wealth Management, LLC | 1,021 | $305,461.23 | $301,052.06 | -$4,409.17 | -1.44% |
Denise Reinert CGC Financial Services, LLC | 162 | $48,451.38 | $48,232.26 | -$219.12 | -0.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,657 | $1.83M | $1.95M | $115,543.96 | 6.31% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 7,984 | $2.19M | $2.36M | $175,110.23 | 8% |
| KH Kathleen Hartung Borer Denton & Associates, Inc. | 6,358 | $1.72M | $1.88M | $154,045.45 | 8.94% |