| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Kapusta First County Bank /CT/ | 2,959 | $1.39M | $2.82M | $1.43M | 102.51% |
Shawn Scholz Impact Partnership Wealth, LLC | 398 | $371,932.74 | $378,901.97 | $6,969.23 | 1.87% |
Chad Tobin Slagle Financial, LLC | 357 | $355,543.08 | $339,869.35 | -$15,673.73 | -4.41% |
John Shanley Aspect Partners, LLC | 63 | $49,819.7 | $59,976.94 | $10,157.24 | 20.39% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 109 | $81,699.62 | $103,769.63 | $22,070.01 | 27.01% |
| DT Derek Tinnin Altiora Financial Group, LLC | 877 | $450,609.85 | $834,917.15 | $384,307.3 | 85.29% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,841 | $1.42M | $1.75M | $331,990.13 | 23.37% |
Kure Advisory LLC Kure Advisory, LLC | 386 | $250,045.32 | $365,897.11 | $115,851.79 | 46.33% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 441 | $397,987.51 | $419,838.61 | $21,851.1 | 5.49% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 501 | $339,850.21 | $476,959.51 | $137,109.3 | 40.34% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,000 | $9.04M | $9.51M | $473,595.62 | 5.24% |
Bradley H. Owens LJI Wealth Management, LLC | 956 | $479,588.7 | $910,126.34 | $430,537.64 | 89.77% |
Jeremy Sorci Premier Financial Group | 228 | $213,287 | $217,059.42 | $3,772.42 | 1.77% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 388 | $333,488.98 | $369,381.82 | $35,892.84 | 10.76% |
Annmarie Young KPP Advisory Services LLC | 965 | $669,719.89 | $918,694.47 | $248,974.58 | 37.18% |
| MWS MFA Wealth Services MFA Wealth Services | 838 | $767,098.59 | $797,788.57 | $30,689.98 | 4% |
Tony Macafee UniSuper Management Pty Ltd | 48,483 | $42.53M | $46.1M | $3.57M | 8.4% |
Lars Phillips RAM Investment Partners, LLC | 7,210 | $4.61M | $6.86M | $2.25M | 48.83% |
Thomas Healy PFW Advisors LLC | 1,993 | $803,185.62 | $1.9M | $1.09M | 136.23% |
Alisha Arvold Christopher J. Hasenberg, Inc | 101 | $90,037.12 | $96,153.51 | $6,116.39 | 6.79% |