| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 146 | $51,082.39 | $53,596.61 | $2,514.22 | 4.92% |
Gregory Bosch Strategies Wealth Advisors, LLC | 2,638 | $671,178.22 | $968,119.59 | $296,941.37 | 44.24% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 5,572 | $1.6M | $2.05M | $440,960.62 | 27.48% |
Alexandra Stickelman Root Financial Partners, LLC | 584 | $198,978.54 | $214,386.46 | $15,407.92 | 7.74% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 100 | $23,059.33 | $36,735 | $13,675.67 | 59.31% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,542 | $445,261.94 | $566,068.35 | $120,806.41 | 27.13% |
Staci Compagno Portside Wealth Group, LLC | 5,373 | $1.2M | $1.98M | $787,480.94 | 65.8% |
Courtney Holt Compound Planning, Inc. | 4,250 | $1.27M | $1.56M | $286,261.4 | 22.47% |
Katherine Stoner Empower Advisory Group, LLC | 1,633 | $556,548.08 | $599,474.46 | $42,926.38 | 7.71% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,387 | $385,890.87 | $509,167.84 | $123,276.97 | 31.95% |
Ian Wang Plato Investment Management Ltd | 3,506 | $1.18M | $1.29M | $104,706.58 | 8.86% |
John Shanley Aspect Partners, LLC | 37 | $9,607.81 | $13,646.34 | $4,038.53 | 42.03% |
Michael Ryan Michael S. Ryan, Inc. | 642 | $218,853.08 | $235,678.26 | $16,825.18 | 7.69% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,505 | $3.46M | $4.58M | $1.12M | 32.36% |
Annmarie Young KPP Advisory Services LLC | 1,904 | $533,301.05 | $696,597.42 | $163,296.37 | 30.62% |
| MWS MFA Wealth Services MFA Wealth Services | 815 | $218,330.38 | $299,186.58 | $80,856.2 | 37.03% |
Tony Macafee UniSuper Management Pty Ltd | 20,084 | $5.74M | $7.35M | $1.62M | 28.17% |
Thomas Healy PFW Advisors LLC | 3,571 | $665,337.18 | $1.31M | $646,469.67 | 97.16% |
Thomas Dobbins New Republic Capital, LLC | 909 | $306,048.82 | $332,566.73 | $26,517.91 | 8.66% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1,183 | $308,274 | $432,812.37 | $124,538.37 | 40.4% |