| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DT Derek Tinnin Altiora Financial Group, LLC | 877 | $450,609.85 | $831,211.81 | $380,601.96 | 84.46% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,841 | $1.42M | $1.75M | $331,760.03 | 23.35% |
Kure Advisory LLC Kure Advisory, LLC | 413 | $265,299.25 | $393,130.57 | $127,831.32 | 48.18% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 441 | $397,987.51 | $419,783.49 | $21,795.98 | 5.48% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 501 | $339,850.21 | $476,896.9 | $137,046.69 | 40.33% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,000 | $9.04M | $9.52M | $483,845.72 | 5.36% |
Bradley H. Owens LJI Wealth Management, LLC | 956 | $479,588.7 | $910,006.85 | $430,418.15 | 89.75% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 388 | $333,488.98 | $369,333.32 | $35,844.34 | 10.75% |
Annmarie Young KPP Advisory Services LLC | 965 | $669,719.89 | $918,573.86 | $248,853.97 | 37.16% |
| MWS MFA Wealth Services MFA Wealth Services | 838 | $767,098.59 | $797,683.83 | $30,585.24 | 3.99% |
Tony Macafee UniSuper Management Pty Ltd | 31,500 | $26.64M | $29.98M | $3.34M | 12.55% |
Lars Phillips RAM Investment Partners, LLC | 7,210 | $4.61M | $6.86M | $2.25M | 48.81% |
Thomas Healy PFW Advisors LLC | 2,001 | $805,490.5 | $1.9M | $1.1M | 136.47% |
Alisha Arvold Christopher J. Hasenberg, Inc | 101 | $90,037.12 | $96,140.89 | $6,103.77 | 6.78% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 333 | $311,512 | $316,979.37 | $5,467.37 | 1.76% |
Thomas Dobbins New Republic Capital, LLC | 3,273 | $3.01M | $3.12M | $102,734.88 | 3.41% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1,483 | $978,898.85 | $1.41M | $432,754.03 | 44.21% |
Invesco LLC INVESCO, LLC | 9,747 | $5.56M | $9.28M | $3.72M | 66.94% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 3,248 | $3.21M | $3.09M | -$117,738.89 | -3.67% |
John Hayes LongView Wealth Management | 876 | $617,036.75 | $833,855.65 | $216,818.9 | 35.14% |