| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 2,160 | $242,727 | $247,287.6 | $4,560.6 | 1.88% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 6,734 | $575,689.66 | $771,851.08 | $196,161.42 | 34.07% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 59 | $5,454 | $6,754.61 | $1,300.61 | 23.85% |
Brett Pohl Invera Wealth Advisors, LLC | 3,419 | $316,058.03 | $391,885.78 | $75,827.75 | 23.99% |
Alexandra Stickelman Root Financial Partners, LLC | 1,263 | $118,711.93 | $144,594.55 | $25,882.62 | 21.8% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,143 | $240,736 | $245,341.35 | $4,605.35 | 1.91% |
Staci Compagno Portside Wealth Group, LLC | 2,381 | $267,530 | $270,886.37 | $3,356.37 | 1.25% |
Courtney Holt Compound Planning, Inc. | 16,395 | $1.44M | $1.88M | $432,855.76 | 29.97% |
Nemes Rush Group LLC Nemes Rush Group LLC | 107 | $11,054.75 | $12,249.89 | $1,195.14 | 10.81% |
Scott Kapusta First County Bank /CT/ | 5,703 | $276,547.45 | $652,907.95 | $376,360.5 | 136.09% |
John Shanley Aspect Partners, LLC | 68 | $3,439.98 | $7,768.32 | $4,328.34 | 125.82% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,478 | $1.07M | $1.31M | $244,102.08 | 22.9% |
| MWS MFA Wealth Services MFA Wealth Services | 4,226 | $350,502.59 | $483,813.61 | $133,311.02 | 38.03% |
Tony Macafee UniSuper Management Pty Ltd | 888,633 | $60.34M | $101.47M | $41.14M | 68.18% |
Norden Group LLC NORDEN GROUP LLC | 4,978 | $341,573.69 | $568,238.7 | $226,665.01 | 66.36% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 11,004 | $957,577.23 | $1.26M | $299,519.73 | 31.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 20,231 | $1.83M | $2.29M | $461,499 | 25.23% |
Mathieu Cornu Pictet Asset Management Holding SA | 2.43M | $177.43M | $277.86M | $100.43M | 56.6% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 36 | $2,031.93 | $4,127.94 | $2,096.01 | 103.15% |
Kevin Orr Centennial Bank/AR/ | 1,069 | $61,985.26 | $122,031.69 | $60,046.43 | 96.87% |