| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 9,685 | $1.92M | $3.03M | $1.11M | 57.67% |
Nemes Rush Group LLC Nemes Rush Group LLC | 15,032 | $2.73M | $4.67M | $1.94M | 71.04% |
Ian Wang Plato Investment Management Ltd | 22,911 | $5.52M | $7.17M | $1.66M | 30.06% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 4,166 | $726,209.64 | $1.3M | $573,707.34 | 79% |
John Shanley Aspect Partners, LLC | 64 | $19,050.21 | $20,090.88 | $1,040.67 | 5.46% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,451 | $434,449.61 | $769,295.37 | $334,845.76 | 77.07% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 4,814 | $1.01M | $1.53M | $525,769.68 | 52.24% |
Nancy Smetek Arcataur Capital Management LLC | 1,688 | $295,332.4 | $530,082.64 | $234,750.24 | 79.49% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,876 | $1.12M | $1.21M | $85,733.44 | 7.65% |
Annmarie Young KPP Advisory Services LLC | 1,832 | $304,431.29 | $576,759.4 | $272,328.11 | 89.45% |
| MWS MFA Wealth Services MFA Wealth Services | 2,262 | $675,367.46 | $717,348.06 | $41,980.6 | 6.22% |
Tony Macafee UniSuper Management Pty Ltd | 125,444 | $32.42M | $39.32M | $6.9M | 21.27% |
Lars Phillips RAM Investment Partners, LLC | 737 | $248,705.04 | $233,385.79 | -$15,319.25 | -6.16% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 818 | $262,962.26 | $256,729.3 | -$6,232.96 | -2.37% |
Thomas Dobbins New Republic Capital, LLC | 1,192 | $439,652.09 | $375,271.4 | -$64,380.69 | -14.64% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1,998 | $383,198.32 | $636,842.52 | $253,644.2 | 66.19% |
Invesco LLC INVESCO, LLC | 11,602 | $2.12M | $3.68M | $1.56M | 73.63% |
John Hayes LongView Wealth Management | 2,593 | $506,967.82 | $822,318.09 | $315,350.27 | 62.2% |
Norden Group LLC NORDEN GROUP LLC | 7,072 | $2.01M | $2.21M | $200,394.49 | 9.95% |
Andrew Agosta Prosperity Financial Group, Inc. | 917 | $332,955.07 | $291,954.46 | -$41,000.61 | -12.31% |