| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 8,760 | $333,272.5 | $401,996.4 | $68,723.9 | 20.62% |
Brian Glas Noble Family Wealth, LLC | 4,598 | $207,716.96 | $211,002.22 | $3,285.26 | 1.58% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 611 | $23,671.94 | $28,038.79 | $4,366.85 | 18.45% |
Alexandra Stickelman Root Financial Partners, LLC | 2,340 | $113,670.9 | $107,827.2 | -$5,843.7 | -5.14% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 13,035 | $638,881.91 | $598,176.15 | -$40,705.76 | -6.37% |
Jorge Paganin Abacus Wealth Partners, LLC | 9,984 | $388,745.45 | $459,863.04 | $71,117.59 | 18.29% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 8,414 | $341,165.91 | $386,118.46 | $44,952.55 | 13.18% |
Staci Compagno Portside Wealth Group, LLC | 11,464 | $471,692.76 | $535,598.08 | $63,905.32 | 13.55% |
Courtney Holt Compound Planning, Inc. | 22,244 | $856,227.93 | $1.03M | $168,775.59 | 19.71% |
Katherine Stoner Empower Advisory Group, LLC | 7,941 | $368,462 | $365,762.46 | -$2,699.54 | -0.73% |
Nemes Rush Group LLC Nemes Rush Group LLC | 58 | $2,085.56 | $2,694.1 | $608.54 | 29.18% |
Ian Wang Plato Investment Management Ltd | 35,550 | $1.37M | $1.66M | $286,076.65 | 20.85% |
John Shanley Aspect Partners, LLC | 56 | $2,598.39 | $2,579.36 | -$19.03 | -0.73% |
Annmarie Young KPP Advisory Services LLC | 17,783 | $570,847.7 | $829,576.95 | $258,729.25 | 45.32% |
Tony Macafee UniSuper Management Pty Ltd | 102,886 | $3.8M | $4.8M | $1.01M | 26.48% |
Alisha Arvold Christopher J. Hasenberg, Inc | 41,388 | $1.37M | $1.9M | $532,914.36 | 39% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 7,580 | $261,994.25 | $347,846.2 | $85,851.95 | 32.77% |
John Hayes LongView Wealth Management | 12,269 | $387,516.03 | $564,128.62 | $176,612.59 | 45.58% |
Norden Group LLC NORDEN GROUP LLC | 36,609 | $1.45M | $1.68M | $226,109.29 | 15.55% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 33,240 | $1.49M | $1.53M | $40,150 | 2.7% |