| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,931 | $226,815 | $223,976.69 | -$2,838.31 | -1.25% |
Kure Advisory LLC Kure Advisory, LLC | 2,982 | $350,266 | $345,882.18 | -$4,383.82 | -1.25% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 2,407 | $282,726 | $279,187.93 | -$3,538.07 | -1.25% |
Nancy Smetek Arcataur Capital Management LLC | 9,422 | $515,456.42 | $1.09M | $577,401.36 | 112.02% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 56,818 | $3.76M | $6.59M | $2.83M | 75.18% |
Bradley H. Owens LJI Wealth Management, LLC | 3,054 | $187,585.14 | $354,233.46 | $166,648.32 | 88.84% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,334 | $274,152 | $270,720.66 | -$3,431.34 | -1.25% |
Annmarie Young KPP Advisory Services LLC | 19,254 | $1.14M | $2.23M | $1.09M | 96.07% |
| MWS MFA Wealth Services MFA Wealth Services | 13,627 | $840,095.34 | $1.58M | $740,500.39 | 88.14% |
Tony Macafee UniSuper Management Pty Ltd | 2.33M | $127.37M | $270.35M | $142.99M | 112.27% |
Keith Henderson CULTIVAR CAPITAL, INC. | 2,115 | $248,428 | $245,318.85 | -$3,109.15 | -1.25% |
Lars Phillips RAM Investment Partners, LLC | 3,334 | $258,745.79 | $386,710.66 | $127,964.87 | 49.46% |
Thomas Healy PFW Advisors LLC | 26,594 | $1.32M | $3.08M | $1.77M | 134.24% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 1,804 | $211,891 | $209,245.96 | -$2,645.04 | -1.25% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,100 | $55,183 | $127,589 | $72,406 | 131.21% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2,954 | $346,999 | $342,634.46 | -$4,364.54 | -1.26% |
Thomas Dobbins New Republic Capital, LLC | 32,878 | $3.21M | $3.81M | $607,980.68 | 18.97% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 16,420 | $829,538.46 | $1.9M | $1.08M | 129.59% |
Invesco LLC INVESCO, LLC | 15,982 | $826,908.74 | $1.85M | $1.03M | 124.18% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 8,847 | $613,795.4 | $1.03M | $412,368.13 | 67.18% |