| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 5,259 | $296,936.21 | $343,465.29 | $46,529.08 | 15.67% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 11,859 | $683,321 | $774,511.29 | $91,190.29 | 13.35% |
Staci Compagno Portside Wealth Group, LLC | 23,957 | $1.39M | $1.56M | $179,591.25 | 12.97% |
Courtney Holt Compound Planning, Inc. | 23,633 | $1.26M | $1.54M | $281,259.6 | 22.28% |
Katherine Stoner Empower Advisory Group, LLC | 6,799 | $441,489.72 | $433,096.3 | -$8,393.42 | -1.9% |
Nemes Rush Group LLC Nemes Rush Group LLC | 27,548 | $1.75M | $1.76M | $12,604.32 | 0.72% |
Scott Kapusta First County Bank /CT/ | 7,016 | $411,206.55 | $458,214.96 | $47,008.41 | 11.43% |
Ian Wang Plato Investment Management Ltd | 106,571 | $5.4M | $6.9M | $1.49M | 27.65% |
Shawn Scholz Impact Partnership Wealth, LLC | 35,952 | $1.96M | $2.35M | $384,046.85 | 19.55% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 7,546 | $482,585.28 | $492,829.26 | $10,243.98 | 2.12% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 17,208 | $1.1M | $1.12M | $28,051.27 | 2.56% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 35,921 | $2.11M | $2.35M | $237,410.92 | 11.26% |
Bradley H. Owens LJI Wealth Management, LLC | 34,006 | $1.83M | $2.22M | $386,655.81 | 21.08% |
Annmarie Young KPP Advisory Services LLC | 4,213 | $244,575.43 | $275,151.03 | $30,575.6 | 12.5% |
| MWS MFA Wealth Services MFA Wealth Services | 3,836 | $209,709.69 | $250,529.16 | $40,819.47 | 19.46% |
Tony Macafee UniSuper Management Pty Ltd | 224,641 | $11.29M | $14.34M | $3.05M | 26.99% |
Thomas Dobbins New Republic Capital, LLC | 17,698 | $1.02M | $1.18M | $158,502.35 | 15.54% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 5,774 | $297,940.2 | $377,099.94 | $79,159.74 | 26.57% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 8,015 | $378,534.67 | $523,459.65 | $144,924.98 | 38.29% |
Norden Group LLC NORDEN GROUP LLC | 223,889 | $12.38M | $14.62M | $2.25M | 18.15% |