| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 39,395 | $1.45M | $1.92M | $470,860.11 | 32.53% |
Andy Warning Resolute Wealth Strategies LLC | 7,434 | $250,953.13 | $364,266 | $113,312.87 | 45.15% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 90 | $2,905 | $4,416.75 | $1,511.75 | 52.04% |
Jacob Going Alpine Bank Wealth Management | 581 | $27,615 | $28,283.08 | $668.08 | 2.42% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 8,727 | $268,591.57 | $422,779.51 | $154,187.94 | 57.41% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 3,786 | $117,279.97 | $184,169.97 | $66,890 | 57.03% |
Brett Pohl Invera Wealth Advisors, LLC | 5,803 | $275,816.59 | $284,405.03 | $8,588.44 | 3.11% |
Alexandra Stickelman Root Financial Partners, LLC | 6,194 | $234,801.49 | $299,897.38 | $65,095.89 | 27.72% |
Jorge Paganin Abacus Wealth Partners, LLC | 12,304 | $446,004.78 | $597,174.64 | $151,169.86 | 33.89% |
Staci Compagno Portside Wealth Group, LLC | 30,371 | $1.09M | $1.47M | $382,729.72 | 35.18% |
Courtney Holt Compound Planning, Inc. | 29,688 | $1.04M | $1.45M | $407,700.3 | 39.3% |
Katherine Stoner Empower Advisory Group, LLC | 22,395 | $846,413.69 | $1.08M | $238,176.16 | 28.14% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,626 | $55,078.5 | $78,926.04 | $23,847.54 | 43.3% |
John Shanley Aspect Partners, LLC | 114 | $3,983.9 | $5,531.28 | $1,547.38 | 38.84% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 19,116 | $697,541.75 | $929,419.92 | $231,878.17 | 33.24% |
Annmarie Young KPP Advisory Services LLC | 5,571 | $201,950.74 | $270,165.64 | $68,214.9 | 33.78% |
Tony Macafee UniSuper Management Pty Ltd | 2.39M | $81.56M | $116.03M | $34.47M | 42.26% |
Lars Phillips RAM Investment Partners, LLC | 5,601 | $212,450.12 | $273,832.89 | $61,382.77 | 28.89% |
Thomas Dobbins New Republic Capital, LLC | 23,904 | $754,957.83 | $1.16M | $404,266.65 | 53.55% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 9,546 | $341,607.82 | $467,849.46 | $126,241.64 | 36.96% |