| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 6,982 | $1.68M | $1.94M | $261,543.53 | 15.57% |
Katherine Stoner Empower Advisory Group, LLC | 502,698 | $90.65M | $139.8M | $49.15M | 54.22% |
Nemes Rush Group LLC Nemes Rush Group LLC | 31,271 | $7.43M | $8.7M | $1.27M | 17.06% |
Scott Kapusta First County Bank /CT/ | 1,464 | $306,636.37 | $407,138.4 | $100,502.03 | 32.78% |
Ian Wang Plato Investment Management Ltd | 22,363 | $5.44M | $6.22M | $776,041.3 | 14.26% |
John Shanley Aspect Partners, LLC | 23 | $6,169.27 | $6,396.3 | $227.03 | 3.68% |
Nancy Smetek Arcataur Capital Management LLC | 963 | $191,973.92 | $267,810.3 | $75,836.38 | 39.5% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,943 | $750,962.07 | $818,448.3 | $67,486.23 | 8.99% |
Bradley H. Owens LJI Wealth Management, LLC | 773 | $205,746 | $214,971.3 | $9,225.3 | 4.48% |
| MWS MFA Wealth Services MFA Wealth Services | 1,090 | $303,821 | $303,129 | -$692 | -0.23% |
Tony Macafee UniSuper Management Pty Ltd | 128,589 | $30.17M | $35.76M | $5.59M | 18.53% |
Thomas Healy PFW Advisors LLC | 4,674 | $827,745.42 | $1.3M | $472,093.98 | 57.03% |
Alisha Arvold Christopher J. Hasenberg, Inc | 22 | $5,080.17 | $6,118.2 | $1,038.03 | 20.43% |
Invesco LLC INVESCO, LLC | 1,542 | $340,679.08 | $428,830.2 | $88,151.12 | 25.88% |
Norden Group LLC NORDEN GROUP LLC | 2,243 | $579,080.62 | $623,778.3 | $44,697.68 | 7.72% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 6,435 | $1.62M | $1.79M | $170,134.92 | 10.51% |
John M Roach Waterway Wealth Management, LLC | 2,735 | $761,998 | $760,603.5 | -$1,394.5 | -0.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,024 | $2.26M | $2.51M | $244,652.57 | 10.8% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 800 | $116,447.54 | $222,367.99 | $105,920.45 | 90.96% |
Mathieu Cornu Pictet Asset Management Holding SA | 2.5M | $475.43M | $695.69M | $220.27M | 46.33% |