| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 1.36M | $135.56M | $171.02M | $35.46M | 26.16% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,779 | $183,727.04 | $223,913.83 | $40,186.79 | 21.87% |
Scott Kapusta First County Bank /CT/ | 9,980 | $993,979.22 | $1.26M | $262,153.48 | 26.37% |
Ian Wang Plato Investment Management Ltd | 795 | $104,158 | $100,062.67 | -$4,095.33 | -3.93% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,287 | $502,482.59 | $539,583.25 | $37,100.66 | 7.38% |
Chad Tobin Slagle Financial, LLC | 1,593 | $208,583 | $200,502.94 | -$8,080.06 | -3.87% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 4,596 | $412,473.43 | $578,475.54 | $166,002.11 | 40.25% |
John Shanley Aspect Partners, LLC | 73 | $8,606.05 | $9,076.82 | $470.77 | 5.47% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 500 | $45,625.08 | $62,722.5 | $17,097.42 | 37.47% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,517 | $230,924.06 | $316,802.2 | $85,878.14 | 37.19% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 34,522 | $3.88M | $4.33M | $455,593.97 | 11.76% |
Annmarie Young KPP Advisory Services LLC | 4,409 | $439,797.26 | $553,087 | $113,289.74 | 25.76% |
Tony Macafee UniSuper Management Pty Ltd | 61,861 | $6.7M | $7.76M | $1.06M | 15.76% |
Keith Henderson CULTIVAR CAPITAL, INC. | 2,258 | $267,365.86 | $284,203.17 | $16,837.31 | 6.3% |
Thomas Dobbins New Republic Capital, LLC | 5,242 | $591,167.23 | $657,582.69 | $66,415.46 | 11.23% |
Invesco LLC INVESCO, LLC | 10,912 | $1.22M | $1.37M | $151,974.36 | 12.49% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 1,896 | $223,737.57 | $238,640.04 | $14,902.47 | 6.66% |
John Hayes LongView Wealth Management | 7,810 | $842,026.64 | $976,328.12 | $134,301.48 | 15.95% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 1,953 | $238,180 | $244,994.08 | $6,814.08 | 2.86% |
Norden Group LLC NORDEN GROUP LLC | 17,153 | $1.88M | $2.15M | $269,668.32 | 14.33% |