| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Tobin Slagle Financial, LLC | 17,221 | $3.9M | $5.81M | $1.91M | 49.04% |
John Shanley Aspect Partners, LLC | 541 | $74,228.18 | $180,207.1 | $105,978.92 | 142.77% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 93 | $23,286.24 | $32,022.69 | $8,736.45 | 37.52% |
| DT Derek Tinnin Altiora Financial Group, LLC | 548 | $207,007 | $188,796.96 | -$18,210.04 | -8.8% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 9,275 | $1.11M | $3.13M | $2.03M | 182.72% |
| MRC Martin R. Curiel MYECFO, LLC | 2,990 | $1.03M | $1M | -$28,939 | -2.8% |
Kure Advisory LLC Kure Advisory, LLC | 1,110 | $364,786.98 | $376,628.55 | $11,841.57 | 3.25% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 2,993 | $849,950.15 | $1.01M | $164,497.27 | 19.35% |
Michael Ryan Michael S. Ryan, Inc. | 8,866 | $793,848.09 | $2.99M | $2.2M | 277.03% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 1,231 | $427,240.13 | $423,870.22 | -$3,369.91 | -0.79% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 78,823 | $16.44M | $26.77M | $10.33M | 62.87% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 1,373 | $393,154.81 | $463,840.59 | $70,685.78 | 17.98% |
Bradley H. Owens LJI Wealth Management, LLC | 4,157 | $513,664.6 | $1.4M | $884,667.06 | 172.23% |
Jeremy Sorci Premier Financial Group | 24 | $9,066 | $8,052.96 | -$1,013.04 | -11.17% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,685 | $553,300.08 | $909,839.1 | $356,539.02 | 64.44% |
Annmarie Young KPP Advisory Services LLC | 12,198 | $4.02M | $4.07M | $43,685.85 | 1.09% |
| MWS MFA Wealth Services MFA Wealth Services | 4,182 | $996,746.64 | $1.4M | $406,481.64 | 40.78% |
Tony Macafee UniSuper Management Pty Ltd | 1.56M | $186.41M | $520.28M | $333.86M | 179.1% |
Lars Phillips RAM Investment Partners, LLC | 8,620 | $2.37M | $2.91M | $538,856.19 | 22.73% |
Thomas Healy PFW Advisors LLC | 8,036 | $1.7M | $2.77M | $1.07M | 62.58% |