| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 669 | $187,393.34 | $190,895.8 | $3,502.46 | 1.87% |
Jorge Paganin Abacus Wealth Partners, LLC | 4,222 | $1.16M | $1.2M | $42,705.27 | 3.68% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 6,934 | $2.29M | $1.98M | -$316,130.44 | -13.78% |
Staci Compagno Portside Wealth Group, LLC | 5,399 | $1.53M | $1.52M | -$7,490.7 | -0.49% |
Courtney Holt Compound Planning, Inc. | 1,977 | $627,077.01 | $564,127.06 | -$62,949.95 | -10.04% |
William P Fox Hudson Canyon Capital Management | 6,754 | $2.18M | $1.92M | -$262,885.73 | -12.05% |
Katherine Stoner Empower Advisory Group, LLC | 14,429 | $4.25M | $4.12M | -$129,507.04 | -3.05% |
Nemes Rush Group LLC Nemes Rush Group LLC | 4,452 | $1.26M | $1.27M | $7,105.04 | 0.56% |
Ian Wang Plato Investment Management Ltd | 10,561 | $3.49M | $3.01M | -$478,798.68 | -13.71% |
Shawn Scholz Impact Partnership Wealth, LLC | 873 | $232,873 | $249,106.18 | $16,233.18 | 6.97% |
John Shanley Aspect Partners, LLC | 26 | $7,621.76 | $7,379.32 | -$242.44 | -3.18% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 132 | $37,181.15 | $37,486.68 | $305.53 | 0.82% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,189 | $1.73M | $1.47M | -$253,961.57 | -14.7% |
Annmarie Young KPP Advisory Services LLC | 1,478 | $424,439.58 | $419,737.22 | -$4,702.36 | -1.11% |
Tony Macafee UniSuper Management Pty Ltd | 22,609 | $7.22M | $6.42M | -$797,653.85 | -11.05% |
Thomas Dobbins New Republic Capital, LLC | 911 | $250,768.81 | $258,714.89 | $7,946.08 | 3.17% |
Invesco LLC INVESCO, LLC | 945 | $252,079 | $268,370.55 | $16,291.55 | 6.46% |
Norden Group LLC NORDEN GROUP LLC | 5,095 | $1.65M | $1.45M | -$202,584.38 | -12.28% |
Berkeley Harrison Sterling Financial Group, Inc. | 15,753 | $4.35M | $4.47M | $123,661.15 | 2.84% |
Bradley Harsch Strategic Advocates LLC | 13 | $3,594.25 | $3,691.87 | $97.62 | 2.72% |