| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 325 | $283,194.12 | $318,321.25 | $35,127.13 | 12.4% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 496 | $335,172.87 | $485,807.2 | $150,634.33 | 44.94% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,241 | $7.26M | $8.09M | $834,728.88 | 11.5% |
Bradley H. Owens LJI Wealth Management, LLC | 961 | $481,871.2 | $941,251.45 | $459,380.25 | 95.33% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 567 | $422,711.28 | $555,348.15 | $132,636.87 | 31.38% |
Annmarie Young KPP Advisory Services LLC | 985 | $681,019.12 | $966,137.25 | $285,118.13 | 41.87% |
| MWS MFA Wealth Services MFA Wealth Services | 963 | $881,642.69 | $943,210.35 | $61,567.66 | 6.98% |
Tony Macafee UniSuper Management Pty Ltd | 31,500 | $26.64M | $30.92M | $4.28M | 16.07% |
Lars Phillips RAM Investment Partners, LLC | 7,649 | $4.81M | $7.49M | $2.68M | 55.67% |
Thomas Healy PFW Advisors LLC | 2,039 | $816,438.68 | $2M | $1.18M | 144.61% |
Alisha Arvold Christopher J. Hasenberg, Inc | 73 | $62,318.78 | $71,499.85 | $9,181.07 | 14.73% |
Thomas Dobbins New Republic Capital, LLC | 1,202 | $957,484.84 | $1.18M | $219,814.06 | 22.96% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1,597 | $1.05M | $1.56M | $510,033.67 | 48.38% |
Invesco LLC INVESCO, LLC | 9,673 | $5.49M | $9.47M | $3.99M | 72.7% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 3,063 | $3.03M | $3M | -$32,386.67 | -1.07% |
John Hayes LongView Wealth Management | 1,025 | $713,496.06 | $1M | $290,440.19 | 40.71% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 957 | $718,083.55 | $937,333.65 | $219,250.1 | 30.53% |
Andrew Halac Talon Private Wealth, LLC | 628 | $578,338.22 | $615,094.6 | $36,756.38 | 6.36% |
Norden Group LLC NORDEN GROUP LLC | 4,457 | $3.63M | $4.37M | $736,788.48 | 20.3% |
Berkeley Harrison Sterling Financial Group, Inc. | 292 | $214,478.81 | $285,999.4 | $71,520.59 | 33.35% |