| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 891 | $237,613 | $252,473.76 | $14,860.76 | 6.25% |
Staci Compagno Portside Wealth Group, LLC | 1,252 | $336,435.55 | $354,766.72 | $18,331.17 | 5.45% |
Courtney Holt Compound Planning, Inc. | 7,479 | $1.79M | $2.12M | $324,334 | 18.07% |
Katherine Stoner Empower Advisory Group, LLC | 623,655 | $110.73M | $176.72M | $65.99M | 59.59% |
Nemes Rush Group LLC Nemes Rush Group LLC | 30,446 | $7.2M | $8.63M | $1.43M | 19.83% |
Scott Kapusta First County Bank /CT/ | 1,464 | $306,636.37 | $414,839.04 | $108,202.67 | 35.29% |
Ian Wang Plato Investment Management Ltd | 17,538 | $4.11M | $4.97M | $862,909.03 | 21.01% |
John Shanley Aspect Partners, LLC | 23 | $6,169.27 | $6,517.28 | $348.01 | 5.64% |
Nancy Smetek Arcataur Capital Management LLC | 963 | $191,973.92 | $272,875.68 | $80,901.76 | 42.14% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,331 | $301,841.78 | $377,152.16 | $75,310.38 | 24.95% |
Bradley H. Owens LJI Wealth Management, LLC | 773 | $205,746 | $219,037.28 | $13,291.28 | 6.46% |
Tony Macafee UniSuper Management Pty Ltd | 108,819 | $24.66M | $30.83M | $6.17M | 25.03% |
Thomas Healy PFW Advisors LLC | 4,764 | $845,569.02 | $1.35M | $504,358.02 | 59.65% |
Alisha Arvold Christopher J. Hasenberg, Inc | 22 | $5,080.17 | $6,233.92 | $1,153.75 | 22.71% |
Invesco LLC INVESCO, LLC | 1,454 | $316,158.87 | $412,005.44 | $95,846.57 | 30.32% |
Norden Group LLC NORDEN GROUP LLC | 2,895 | $729,651.13 | $820,327.2 | $90,676.07 | 12.43% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 6,435 | $1.62M | $1.82M | $203,983.02 | 12.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,846 | $2.22M | $2.51M | $291,275.17 | 13.15% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 812 | $118,194.25 | $230,088.32 | $111,894.07 | 94.67% |
Mathieu Cornu Pictet Asset Management Holding SA | 3.26M | $603.74M | $923.49M | $319.74M | 52.96% |