| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 3,013 | $1.09M | $1.07M | -$17,774.69 | -1.63% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 5,557 | $1.5M | $1.97M | $479,568.77 | 32.08% |
Staci Compagno Portside Wealth Group, LLC | 4,713 | $1.12M | $1.67M | $557,321.96 | 49.87% |
Courtney Holt Compound Planning, Inc. | 10,674 | $2.95M | $3.76M | $804,265.53 | 27.24% |
Katherine Stoner Empower Advisory Group, LLC | 10,144 | $2M | $3.6M | $1.61M | 80.35% |
Nemes Rush Group LLC Nemes Rush Group LLC | 15,109 | $2.74M | $5.37M | $2.63M | 95.69% |
Ian Wang Plato Investment Management Ltd | 22,911 | $5.52M | $8.14M | $2.62M | 47.58% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 4,166 | $726,209.64 | $1.48M | $754,178.5 | 103.85% |
John Shanley Aspect Partners, LLC | 64 | $19,050.21 | $22,742.4 | $3,692.19 | 19.38% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,480 | $439,500.65 | $881,268.02 | $441,767.37 | 100.52% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 4,484 | $894,752.09 | $1.59M | $698,637.35 | 78.08% |
Nancy Smetek Arcataur Capital Management LLC | 1,688 | $295,332.4 | $599,830.82 | $304,498.42 | 103.1% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,650 | $1.04M | $1.3M | $252,411.19 | 24.16% |
Annmarie Young KPP Advisory Services LLC | 1,806 | $295,634.7 | $641,762.12 | $346,127.42 | 117.08% |
| MWS MFA Wealth Services MFA Wealth Services | 2,980 | $888,495.63 | $1.06M | $170,447.4 | 19.18% |
Tony Macafee UniSuper Management Pty Ltd | 101,828 | $24.43M | $36.18M | $11.75M | 48.11% |
Lars Phillips RAM Investment Partners, LLC | 714 | $240,921.34 | $253,719.91 | $12,798.57 | 5.31% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 781 | $250,443.69 | $277,528.36 | $27,084.67 | 10.81% |
Thomas Dobbins New Republic Capital, LLC | 1,363 | $490,432.92 | $484,342.06 | -$6,090.86 | -1.24% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,052 | $393,314.69 | $729,178.22 | $335,863.53 | 85.39% |