| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Yoder Yoder Wealth Management Inc. | 1,467 | $212,143 | $238,460.85 | $26,317.85 | 12.41% |
Andy Warning Resolute Wealth Strategies LLC | 1,787 | $213,069.35 | $290,762.79 | $77,693.44 | 36.46% |
Jacob Going Alpine Bank Wealth Management | 300 | $43,383 | $48,765 | $5,382 | 12.41% |
Scott Boyce Decker Retirement Planning Inc. | 72 | $10,412 | $11,703.6 | $1,291.6 | 12.4% |
Brian Glas Noble Family Wealth, LLC | 2,365 | $257,691 | $369,720.45 | $112,029.45 | 43.47% |
| DD Damir Durkovic Entropy Technologies, LP | 6,295 | $910,320 | $1.03M | $115,324.35 | 12.67% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 268 | $35,416.15 | $44,040.44 | $8,624.29 | 24.35% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 13,511 | $1.65M | $2.11M | $461,161.04 | 27.93% |
Alexandra Stickelman Root Financial Partners, LLC | 2,482 | $285,974.41 | $406,241.35 | $120,266.94 | 42.06% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,555 | $314,504.38 | $399,423.15 | $84,918.77 | 27% |
Jorge Paganin Abacus Wealth Partners, LLC | 4,516 | $525,750.91 | $705,986.28 | $180,235.37 | 34.28% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,058 | $297,607 | $321,727.14 | $24,120.14 | 8.1% |
Courtney Holt Compound Planning, Inc. | 41,356 | $3.38M | $6.47M | $3.09M | 91.38% |
Katherine Stoner Empower Advisory Group, LLC | 2,748 | $346,181.89 | $447,731.64 | $101,549.75 | 29.33% |
Nemes Rush Group LLC Nemes Rush Group LLC | 837 | $46,678.53 | $136,631.89 | $89,953.36 | 192.71% |
Ian Wang Plato Investment Management Ltd | 32,963 | $2.04M | $5.19M | $3.15M | 154.1% |
John Shanley Aspect Partners, LLC | 32 | $3,427.33 | $5,002.56 | $1,575.23 | 45.96% |
| MWS MFA Wealth Services MFA Wealth Services | 4,434 | $349,730.04 | $693,167.22 | $343,437.18 | 98.2% |
Tony Macafee UniSuper Management Pty Ltd | 106,734 | $11.37M | $17.42M | $6.06M | 53.28% |
Invesco LLC INVESCO, LLC | 7,549 | $781,859.44 | $1.18M | $398,275.73 | 50.94% |