| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 243 | $265,544.06 | $272,585.25 | $7,041.19 | 2.65% |
Courtney Holt Compound Planning, Inc. | 2,307 | $2.37M | $2.57M | $203,144.78 | 8.57% |
William P Fox Hudson Canyon Capital Management | 2,099 | $2.15M | $2.31M | $160,531.93 | 7.46% |
Katherine Stoner Empower Advisory Group, LLC | 10,340 | $11.84M | $11.59M | -$255,546.23 | -2.16% |
Nemes Rush Group LLC Nemes Rush Group LLC | 177 | $168,130.94 | $195,428.35 | $27,297.41 | 16.24% |
Ian Wang Plato Investment Management Ltd | 3,645 | $3.75M | $4.09M | $342,787.22 | 9.15% |
John Shanley Aspect Partners, LLC | 22 | $22,285.6 | $24,868.14 | $2,582.54 | 11.59% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 11 | $10,411.92 | $12,328.58 | $1,916.66 | 18.41% |
Michael Ryan Michael S. Ryan, Inc. | 610 | $588,502.97 | $672,866.6 | $84,363.63 | 14.34% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,146 | $1.23M | $1.27M | $45,331.48 | 3.7% |
Annmarie Young KPP Advisory Services LLC | 741 | $863,630.42 | $838,926.85 | -$24,703.57 | -2.86% |
| MWS MFA Wealth Services MFA Wealth Services | 422 | $431,020.35 | $479,320.26 | $48,299.91 | 11.21% |
Tony Macafee UniSuper Management Pty Ltd | 20,431 | $20.57M | $23.04M | $2.47M | 12.03% |
Thomas Healy PFW Advisors LLC | 2,179 | $2.23M | $2.44M | $209,566.2 | 9.39% |
Alisha Arvold Christopher J. Hasenberg, Inc | 52 | $49,351.35 | $59,093.32 | $9,741.97 | 19.74% |
Thomas Dobbins New Republic Capital, LLC | 656 | $650,317.16 | $742,693.68 | $92,376.52 | 14.2% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1,439 | $1.48M | $1.65M | $173,198.26 | 11.74% |
Norden Group LLC NORDEN GROUP LLC | 844 | $892,074.8 | $952,158.6 | $60,083.8 | 6.74% |
Berkeley Harrison Sterling Financial Group, Inc. | 178 | $207,525 | $198,931.91 | -$8,593.09 | -4.14% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 5,168 | $5.8M | $5.8M | -$6,873.6 | -0.12% |