| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 7,390 | $728,171.92 | $710,844.1 | -$17,327.82 | -2.38% |
Staci Compagno Portside Wealth Group, LLC | 35,097 | $3.3M | $3.38M | $72,285.24 | 2.19% |
Courtney Holt Compound Planning, Inc. | 33,620 | $3.49M | $3.23M | -$258,151.88 | -7.39% |
Katherine Stoner Empower Advisory Group, LLC | 1.53M | $149.34M | $147.06M | -$2.28M | -1.53% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,406 | $230,844.67 | $231,433.14 | $588.47 | 0.25% |
Ian Wang Plato Investment Management Ltd | 79,394 | $9.24M | $8.33M | -$909,383.41 | -9.84% |
John Shanley Aspect Partners, LLC | 122 | $13,603.97 | $11,735.18 | -$1,868.79 | -13.74% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 411 | $36,999.23 | $39,534.09 | $2,534.86 | 6.85% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 50,682 | $4.56M | $4.88M | $310,776.36 | 6.81% |
Nancy Smetek Arcataur Capital Management LLC | 3,918 | $350,828.24 | $376,872.42 | $26,044.18 | 7.42% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,048 | $1.66M | $1.54M | -$111,384.09 | -6.73% |
Bradley H. Owens LJI Wealth Management, LLC | 6,184 | $520,184.81 | $594,838.96 | $74,654.15 | 14.35% |
Annmarie Young KPP Advisory Services LLC | 16,038 | $1.82M | $1.54M | -$281,966.62 | -15.45% |
Tony Macafee UniSuper Management Pty Ltd | 262,280 | $27.28M | $25.23M | -$2.05M | -7.52% |
Thomas Dobbins New Republic Capital, LLC | 12,205 | $1.27M | $1.17M | -$98,587.58 | -7.75% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 6,322 | $646,658.94 | $608,113.18 | -$38,545.76 | -5.96% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 5,643 | $699,487.36 | $542,800.17 | -$156,687.19 | -22.4% |
Andrew Halac Talon Private Wealth, LLC | 10,472 | $1.04M | $1.01M | -$32,253.59 | -3.1% |
Norden Group LLC NORDEN GROUP LLC | 26,277 | $2.69M | $2.53M | -$160,361.8 | -5.97% |
Bradley Harsch Strategic Advocates LLC | 637 | $78,984.68 | $61,273.03 | -$17,711.65 | -22.42% |