| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 52 | $24,355.85 | $42,370.12 | $18,014.27 | 73.96% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 545 | $169,260.75 | $444,071.45 | $274,810.7 | 162.36% |
| DT Derek Tinnin Altiora Financial Group, LLC | 406 | $197,249.8 | $341,945.37 | $144,695.57 | 73.36% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,164 | $301,293.91 | $948,438.84 | $647,144.93 | 214.79% |
Kure Advisory LLC Kure Advisory, LLC | 286 | $304,561 | $233,035.66 | -$71,525.34 | -23.48% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 454 | $235,782.64 | $369,923.74 | $134,141.1 | 56.89% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 361 | $172,761.79 | $294,146.41 | $121,384.62 | 70.26% |
Nancy Smetek Arcataur Capital Management LLC | 2,005 | $599,174.43 | $1.63M | $1.03M | 172.66% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 25,613 | $12.26M | $20.87M | $8.61M | 70.21% |
Bradley H. Owens LJI Wealth Management, LLC | 1,090 | $298,684.46 | $888,142.9 | $589,458.44 | 197.35% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 416 | $294,719.5 | $338,960.96 | $44,241.46 | 15.01% |
Annmarie Young KPP Advisory Services LLC | 2,234 | $777,894.06 | $1.82M | $1.04M | 134% |
| MWS MFA Wealth Services MFA Wealth Services | 1,231 | $449,464.71 | $1M | $553,566.4 | 123.16% |
Tony Macafee UniSuper Management Pty Ltd | 33,443 | $12.03M | $27.25M | $15.22M | 126.52% |
Lars Phillips RAM Investment Partners, LLC | 241 | $170,738.79 | $196,369.21 | $25,630.42 | 15.01% |
Thomas Healy PFW Advisors LLC | 332 | $239,842.71 | $270,516.92 | $30,674.21 | 12.79% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 301 | $218,395.37 | $245,257.81 | $26,862.44 | 12.3% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 313 | $333,537 | $255,035.53 | -$78,501.47 | -23.54% |
Thomas Dobbins New Republic Capital, LLC | 4,563 | $3.73M | $3.72M | -$9,228.05 | -0.25% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,790 | $885,277.53 | $2.27M | $1.39M | 156.79% |