| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 320 | $90,119.42 | $95,670.4 | $5,550.98 | 6.16% |
Alexandra Stickelman Root Financial Partners, LLC | 951 | $265,135.19 | $286,170.16 | $21,034.97 | 7.93% |
Able Financial Group LLC ABLE Financial Group, LLC | 1,858 | $510,839.84 | $560,800.14 | $49,960.3 | 9.78% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,866 | $788,809.36 | $862,751.98 | $73,942.62 | 9.37% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 7,001 | $2.31M | $2.11M | -$202,976.83 | -8.77% |
Staci Compagno Portside Wealth Group, LLC | 5,666 | $1.6M | $1.7M | $103,384.07 | 6.46% |
Courtney Holt Compound Planning, Inc. | 2,662 | $815,909.27 | $794,660.24 | -$21,249.03 | -2.6% |
William P Fox Hudson Canyon Capital Management | 8,534 | $2.67M | $2.55M | -$118,832.08 | -4.45% |
Katherine Stoner Empower Advisory Group, LLC | 16,958 | $4.94M | $5.09M | $143,879.26 | 2.91% |
Nemes Rush Group LLC Nemes Rush Group LLC | 4,529 | $1.28M | $1.36M | $72,003.27 | 5.61% |
Ian Wang Plato Investment Management Ltd | 10,576 | $3.5M | $3.18M | -$316,235.09 | -9.04% |
John Shanley Aspect Partners, LLC | 20 | $5,825.06 | $6,010.2 | $185.14 | 3.18% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 90 | $25,395.95 | $26,892.9 | $1,496.95 | 5.89% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,852 | $1.63M | $1.45M | -$179,950.22 | -11.06% |
Annmarie Young KPP Advisory Services LLC | 1,620 | $463,578.9 | $486,955.8 | $23,376.9 | 5.04% |
Tony Macafee UniSuper Management Pty Ltd | 29,196 | $9.03M | $8.77M | -$268,480.81 | -2.97% |
Thomas Dobbins New Republic Capital, LLC | 1,250 | $344,201.01 | $375,737.5 | $31,536.49 | 9.16% |
Invesco LLC INVESCO, LLC | 1,112 | $298,117.54 | $332,215.56 | $34,098.02 | 11.44% |
Norden Group LLC NORDEN GROUP LLC | 7,261 | $2.25M | $2.18M | -$63,922.77 | -2.85% |
Berkeley Harrison Sterling Financial Group, Inc. | 15,753 | $4.35M | $4.7M | $347,353.75 | 7.99% |