| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gregory Bosch Strategies Wealth Advisors, LLC | 2,907 | $586,204.8 | $733,174.47 | $146,969.67 | 25.07% |
Alexandra Stickelman Root Financial Partners, LLC | 1,007 | $333,609.88 | $253,456.88 | -$80,153 | -24.03% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 6,534 | $2.14M | $1.64M | -$504,051.01 | -23.55% |
Benjamin J. Jones National Wealth Management Group, LLC | 925 | $301,692.78 | $233,877 | -$67,815.78 | -22.48% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 3,725 | $1.22M | $937,563.91 | -$283,835.62 | -23.24% |
Eugene Donato KENNEDY INVESTMENT GROUP | 4,759 | $886,291.12 | $1.2M | $313,976.27 | 35.43% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,071 | $345,811.75 | $269,565.36 | -$76,246.39 | -22.05% |
Staci Compagno Portside Wealth Group, LLC | 732 | $241,871.11 | $185,078.88 | -$56,792.23 | -23.48% |
Courtney Holt Compound Planning, Inc. | 4,267 | $1.31M | $1.07M | -$233,696.4 | -17.87% |
William P Fox Hudson Canyon Capital Management | 8,650 | $1.96M | $2.18M | $226,401.15 | 11.58% |
Katherine Stoner Empower Advisory Group, LLC | 355,053 | $92.92M | $89.37M | -$3.55M | -3.82% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,319 | $366,968.31 | $331,985.72 | -$34,982.59 | -9.53% |
Nemes Rush Group LLC Nemes Rush Group LLC | 42,846 | $13.66M | $10.78M | -$2.88M | -21.07% |
Ian Wang Plato Investment Management Ltd | 4,729 | $1.42M | $1.19M | -$227,030.52 | -16.02% |
John Shanley Aspect Partners, LLC | 24 | $4,751.53 | $6,194.76 | $1,443.23 | 30.37% |
Andrew Wiener Samjo Management, LLC | 6,076 | $710,223.4 | $1.53M | $819,075.48 | 115.33% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,892 | $1.55M | $1.48M | -$62,006.69 | -4.01% |
Annmarie Young KPP Advisory Services LLC | 760 | $252,319.19 | $191,385.78 | -$60,933.41 | -24.15% |
| MWS MFA Wealth Services MFA Wealth Services | 1,012 | $319,676.22 | $254,715.35 | -$64,960.87 | -20.32% |
Tony Macafee UniSuper Management Pty Ltd | 136,412 | $36.6M | $34.35M | -$2.24M | -6.13% |