| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 2,221 | $2.29M | $2.42M | $128,301.46 | 5.59% |
William P Fox Hudson Canyon Capital Management | 2,099 | $2.15M | $2.29M | $137,023.15 | 6.37% |
Katherine Stoner Empower Advisory Group, LLC | 10,340 | $11.84M | $12M | $160,018.99 | 1.35% |
Nemes Rush Group LLC Nemes Rush Group LLC | 177 | $168,130.94 | $207,750.21 | $39,619.27 | 23.56% |
Ian Wang Plato Investment Management Ltd | 3,645 | $3.75M | $4.14M | $396,186.54 | 10.58% |
John Shanley Aspect Partners, LLC | 22 | $22,285.6 | $23,988.58 | $1,702.98 | 7.64% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 11 | $10,411.92 | $11,994.29 | $1,582.37 | 15.2% |
Michael Ryan Michael S. Ryan, Inc. | 578 | $554,637.68 | $630,245.43 | $75,607.75 | 13.63% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,146 | $1.23M | $1.25M | $23,253.8 | 1.9% |
Annmarie Young KPP Advisory Services LLC | 741 | $863,630.42 | $807,979 | -$55,651.42 | -6.44% |
| MWS MFA Wealth Services MFA Wealth Services | 425 | $434,097.92 | $463,415.75 | $29,317.83 | 6.75% |
Tony Macafee UniSuper Management Pty Ltd | 20,431 | $20.57M | $23.98M | $3.41M | 16.61% |
Thomas Healy PFW Advisors LLC | 2,186 | $2.24M | $2.38M | $143,803.3 | 6.42% |
Alisha Arvold Christopher J. Hasenberg, Inc | 52 | $49,351.35 | $56,700.28 | $7,348.93 | 14.89% |
Thomas Dobbins New Republic Capital, LLC | 656 | $650,317.16 | $763,898.87 | $113,581.71 | 17.47% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1,439 | $1.48M | $1.57M | $93,938.15 | 6.37% |
Norden Group LLC NORDEN GROUP LLC | 844 | $892,074.8 | $920,289.17 | $28,214.37 | 3.16% |
Berkeley Harrison Sterling Financial Group, Inc. | 178 | $207,525 | $194,089.42 | -$13,435.58 | -6.47% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 5,168 | $5.8M | $5.64M | -$168,942.03 | -2.91% |
John M Roach Waterway Wealth Management, LLC | 914 | $910,299.14 | $996,616.47 | $86,317.33 | 9.48% |