| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ian Wang Plato Investment Management Ltd | 230,368 | $10.18M | $11.84M | $1.65M | 16.25% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,129 | $349,250 | $314,969.31 | -$34,280.69 | -9.82% |
Chad Tobin Slagle Financial, LLC | 83,540 | $3.13M | $4.29M | $1.17M | 37.29% |
John Shanley Aspect Partners, LLC | 1,028 | $41,864.77 | $52,870.04 | $11,005.27 | 26.29% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 179 | $7,418.38 | $9,254.3 | $1,835.92 | 24.75% |
| DT Derek Tinnin Altiora Financial Group, LLC | 15,010 | $505,387 | $775,866.9 | $270,479.9 | 53.52% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 88,237 | $2.64M | $4.76M | $2.12M | 80.57% |
Nancy Smetek Arcataur Capital Management LLC | 11,349 | $328,711.96 | $587,821.45 | $259,109.49 | 78.83% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 108,963 | $4.91M | $5.66M | $749,803.54 | 15.26% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 106,877 | $4.05M | $5.52M | $1.47M | 36.27% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 4,164 | $165,610.36 | $214,945.68 | $49,335.32 | 29.79% |
Bradley H. Owens LJI Wealth Management, LLC | 60,785 | $2.26M | $3.28M | $1.02M | 44.97% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,449 | $236,897.08 | $385,411.26 | $148,514.18 | 62.69% |
Annmarie Young KPP Advisory Services LLC | 43,806 | $1.52M | $2.25M | $727,835.06 | 47.78% |
| MWS MFA Wealth Services MFA Wealth Services | 5,727 | $254,684.24 | $309,028.92 | $54,344.68 | 21.34% |
Tony Macafee UniSuper Management Pty Ltd | 4.44M | $159.88M | $228.03M | $68.15M | 42.63% |
Lars Phillips RAM Investment Partners, LLC | 4,810 | $248,309.81 | $247,185.9 | -$1,123.91 | -0.45% |
Thomas Healy PFW Advisors LLC | 18,622 | $559,736.99 | $956,984.58 | $397,247.59 | 70.97% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,014 | $40,163.34 | $54,715.44 | $14,552.1 | 36.23% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 130,924 | $7.46M | $7.06M | -$395,390.96 | -5.3% |