| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 9,582 | $586,307.32 | $750,366.42 | $164,059.1 | 27.98% |
Beth Zilka Baron Wealth Management LLC | 12,419 | $882,266 | $977,499.49 | $95,233.49 | 10.79% |
| PIL PFG Investments LLC PFG Investments LLC | 17,740 | $1.17M | $1.4M | $227,069.73 | 19.42% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 2,555 | $171,261.62 | $195,917.4 | $24,655.78 | 14.4% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 427 | $24,322 | $33,609.17 | $9,287.17 | 38.18% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 9,222 | $541,389.14 | $725,863.62 | $184,474.48 | 34.07% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 4,100 | $236,729.89 | $309,673 | $72,943.11 | 30.81% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 339 | $27,950.72 | $26,682.69 | -$1,268.03 | -4.54% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 6,164 | $404,169.85 | $485,168.44 | $80,998.59 | 20.04% |
Staci Compagno Portside Wealth Group, LLC | 6,048 | $386,429.31 | $476,038.08 | $89,608.77 | 23.19% |
Courtney Holt Compound Planning, Inc. | 10,014 | $624,783.91 | $788,201.94 | $163,418.03 | 26.16% |
Katherine Stoner Empower Advisory Group, LLC | 4,175 | $349,508.8 | $315,337.75 | -$34,171.05 | -9.78% |
Nemes Rush Group LLC Nemes Rush Group LLC | 700 | $46,794.59 | $53,676 | $6,881.41 | 14.71% |
Ian Wang Plato Investment Management Ltd | 38,546 | $2.4M | $2.96M | $559,667.11 | 23.31% |
John Shanley Aspect Partners, LLC | 79 | $3,818.53 | $6,218.09 | $2,399.56 | 62.84% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 42 | $2,401.98 | $3,305.82 | $903.84 | 37.63% |
Andrew Wiener Samjo Management, LLC | 8,663 | $433,209.26 | $664,278.84 | $231,069.58 | 53.34% |
Nancy Smetek Arcataur Capital Management LLC | 7,200 | $404,022.57 | $566,712 | $162,689.43 | 40.27% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,056 | $510,413.92 | $712,797.76 | $202,383.84 | 39.65% |
Tony Macafee UniSuper Management Pty Ltd | 288,785 | $19.89M | $22.14M | $2.26M | 11.35% |