| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 1,806 | $207,213.41 | $278,467.14 | $71,253.73 | 34.39% |
Alexandra Stickelman Root Financial Partners, LLC | 1,879 | $231,930.68 | $289,723.01 | $57,792.33 | 24.92% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 8,109 | $999,068.27 | $1.24M | $242,987.26 | 24.32% |
Staci Compagno Portside Wealth Group, LLC | 2,578 | $369,391.8 | $397,501.82 | $28,110.02 | 7.61% |
Courtney Holt Compound Planning, Inc. | 8,273 | $995,248.71 | $1.26M | $268,121.12 | 26.94% |
Katherine Stoner Empower Advisory Group, LLC | 550,244 | $69.41M | $84.84M | $15.44M | 22.24% |
Nemes Rush Group LLC Nemes Rush Group LLC | 32 | $3,360.33 | $4,910.56 | $1,550.23 | 46.13% |
Ian Wang Plato Investment Management Ltd | 14,298 | $1.66M | $2.2M | $541,864.87 | 32.59% |
Shawn Scholz Impact Partnership Wealth, LLC | 17,604 | $2.25M | $2.71M | $464,220.42 | 20.63% |
John Shanley Aspect Partners, LLC | 25 | $2,880.24 | $3,858.87 | $978.63 | 33.98% |
Driton Bilali Ilex Capital Partners (UK) LLP | 54,932 | $7.13M | $8.47M | $1.34M | 18.85% |
Nancy Smetek Arcataur Capital Management LLC | 3,433 | $394,712.14 | $522,708.58 | $127,996.44 | 32.43% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,484 | $639,772.1 | $686,500.4 | $46,728.3 | 7.3% |
Annmarie Young KPP Advisory Services LLC | 4,877 | $701,099.54 | $751,984.63 | $50,885.09 | 7.26% |
Tony Macafee UniSuper Management Pty Ltd | 60,053 | $7.49M | $9.26M | $1.76M | 23.55% |
Andrew Halac Talon Private Wealth, LLC | 26 | $3,401 | $3,982.42 | $581.42 | 17.1% |
Norden Group LLC NORDEN GROUP LLC | 4,286 | $550,901.44 | $655,758 | $104,856.56 | 19.03% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 27,921 | $3.42M | $4.31M | $887,425.62 | 25.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,874 | $1.56M | $1.98M | $421,830.4 | 27.05% |
David Skalicky INSPIRE TRUST CO, N.A. | 14,500 | $1.71M | $2.2M | $487,574.84 | 28.44% |