| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 2,956 | $277,120.52 | $269,882.8 | -$7,237.72 | -2.61% |
Benjamin J. Jones National Wealth Management Group, LLC | 2,531 | $202,329.16 | $231,080.3 | $28,751.14 | 14.21% |
Eugene Donato KENNEDY INVESTMENT GROUP | 12,284 | $969,034.15 | $1.12M | $152,495.05 | 15.74% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,627 | $245,915.73 | $239,845.1 | -$6,070.63 | -2.47% |
Staci Compagno Portside Wealth Group, LLC | 2,335 | $214,073 | $213,185.5 | -$887.5 | -0.41% |
Courtney Holt Compound Planning, Inc. | 20,928 | $1.72M | $1.91M | $187,157.32 | 10.86% |
Katherine Stoner Empower Advisory Group, LLC | 139,154 | $10.8M | $12.85M | $2.04M | 18.93% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,155 | $90,562.41 | $106,202.25 | $15,639.84 | 17.27% |
Ian Wang Plato Investment Management Ltd | 43,202 | $3.82M | $4.03M | $211,448.94 | 5.54% |
John Shanley Aspect Partners, LLC | 10 | $790 | $913 | $123 | 15.57% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 5 | $385.2 | $456.5 | $71.3 | 18.51% |
Driton Bilali Ilex Capital Partners (UK) LLP | 591,563 | $54.23M | $54.39M | $159,721.83 | 0.29% |
Nancy Smetek Arcataur Capital Management LLC | 3,108 | $240,245.51 | $283,760.4 | $43,514.89 | 18.11% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,714 | $248,893 | $247,788.2 | -$1,104.8 | -0.44% |
Annmarie Young KPP Advisory Services LLC | 8,992 | $749,708.33 | $820,969.6 | $71,261.27 | 9.51% |
Tony Macafee UniSuper Management Pty Ltd | 1.19M | $108.25M | $109.85M | $1.6M | 1.48% |
Lars Phillips RAM Investment Partners, LLC | 2,467 | $222,647.26 | $225,237.1 | $2,589.84 | 1.16% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2,873 | $263,397 | $262,304.9 | -$1,092.1 | -0.41% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 6,838 | $552,895.95 | $624,309.4 | $71,413.45 | 12.92% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 2,984 | $271,237.68 | $272,439.2 | $1,201.52 | 0.44% |