| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eugene Donato KENNEDY INVESTMENT GROUP | 12,284 | $969,034.15 | $1.15M | $180,072.63 | 18.58% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,627 | $245,915.73 | $245,834.66 | -$81.07 | -0.03% |
Staci Compagno Portside Wealth Group, LLC | 2,335 | $214,073 | $217,318.45 | $3,245.45 | 1.52% |
Courtney Holt Compound Planning, Inc. | 28,242 | $2.38M | $2.61M | $225,717.9 | 9.47% |
Katherine Stoner Empower Advisory Group, LLC | 139,154 | $10.8M | $12.95M | $2.15M | 19.91% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,155 | $90,562.41 | $107,218.65 | $16,656.24 | 18.39% |
Ian Wang Plato Investment Management Ltd | 43,202 | $3.82M | $4.02M | $203,240.56 | 5.32% |
John Shanley Aspect Partners, LLC | 10 | $790 | $932.35 | $142.35 | 18.02% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 5 | $385.2 | $463.35 | $78.15 | 20.29% |
Driton Bilali Ilex Capital Partners (UK) LLP | 591,563 | $54.23M | $55.34M | $1.1M | 2.03% |
Nancy Smetek Arcataur Capital Management LLC | 3,108 | $240,245.51 | $286,619.76 | $46,374.25 | 19.3% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,714 | $248,893 | $251,642.08 | $2,749.08 | 1.1% |
Annmarie Young KPP Advisory Services LLC | 8,992 | $749,708.33 | $840,032.64 | $90,324.31 | 12.05% |
Tony Macafee UniSuper Management Pty Ltd | 1.19M | $108.25M | $111.26M | $3.02M | 2.79% |
Lars Phillips RAM Investment Partners, LLC | 2,467 | $222,647.26 | $230,615.16 | $7,967.9 | 3.58% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2,873 | $263,397 | $269,631.05 | $6,234.05 | 2.37% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 6,838 | $552,895.95 | $640,652.22 | $87,756.27 | 15.87% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 2,984 | $271,237.68 | $276,407.92 | $5,170.24 | 1.91% |
Andrew Halac Talon Private Wealth, LLC | 2,418 | $225,035.57 | $226,324.8 | $1,289.23 | 0.57% |
Norden Group LLC NORDEN GROUP LLC | 15,226 | $1.24M | $1.42M | $179,400.96 | 14.49% |