| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 1,198 | $851,393.42 | $881,296.73 | $29,903.31 | 3.51% |
Nancy Smetek Arcataur Capital Management LLC | 2,005 | $599,174.43 | $1.48M | $878,901.57 | 146.69% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 25,613 | $12.26M | $18.63M | $6.37M | 51.91% |
Bradley H. Owens LJI Wealth Management, LLC | 1,090 | $298,684.46 | $816,388.18 | $517,703.72 | 173.33% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 416 | $294,719.5 | $303,180.8 | $8,461.3 | 2.87% |
Annmarie Young KPP Advisory Services LLC | 2,234 | $777,894.06 | $1.67M | $895,327.22 | 115.1% |
| MWS MFA Wealth Services MFA Wealth Services | 1,225 | $447,288.04 | $917,500.48 | $470,212.44 | 105.13% |
Tony Macafee UniSuper Management Pty Ltd | 50,234 | $29.91M | $37.62M | $7.71M | 25.79% |
Lars Phillips RAM Investment Partners, LLC | 241 | $170,738.79 | $180,504.18 | $9,765.39 | 5.72% |
Thomas Healy PFW Advisors LLC | 348 | $252,815.35 | $260,645.04 | $7,829.69 | 3.1% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 301 | $218,395.37 | $219,150.57 | $755.2 | 0.35% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 313 | $333,537 | $234,430.73 | -$99,106.27 | -29.71% |
Thomas Dobbins New Republic Capital, LLC | 4,563 | $3.73M | $3.42M | -$309,610.43 | -8.31% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,790 | $885,277.53 | $2.09M | $1.2M | 136.05% |
Invesco LLC INVESCO, LLC | 3,151 | $1.04M | $2.36M | $1.32M | 127.08% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 1,124 | $436,429.07 | $826,769.44 | $390,340.37 | 89.44% |
John Hayes LongView Wealth Management | 469 | $182,148.85 | $351,271.61 | $169,122.76 | 92.85% |
Andrew Halac Talon Private Wealth, LLC | 252 | $85,086.17 | $188,742.95 | $103,656.78 | 121.83% |
Norden Group LLC NORDEN GROUP LLC | 5,360 | $2.52M | $3.82M | $1.3M | 51.39% |
Andrew Agosta Prosperity Financial Group, Inc. | 3,009 | $1.21M | $2.25M | $1.04M | 86.24% |