| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 475,630 | $144.22M | $173.76M | $29.54M | 20.48% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 916 | $135,659.23 | $335,897.2 | $200,237.97 | 147.6% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,788 | $261,447.32 | $658,663.44 | $397,216.12 | 151.93% |
Scott Kapusta First County Bank /CT/ | 1,265 | $267,156.14 | $455,488.56 | $188,332.42 | 70.5% |
Ian Wang Plato Investment Management Ltd | 32,722 | $5.15M | $12.11M | $6.96M | 135.06% |
Shawn Scholz Impact Partnership Wealth, LLC | 799 | $243,001.02 | $287,695.94 | $44,694.92 | 18.39% |
John Shanley Aspect Partners, LLC | 179 | $22,934.09 | $64,452.53 | $41,518.44 | 181.03% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 65 | $16,354.05 | $23,404.55 | $7,050.5 | 43.11% |
Driton Bilali Ilex Capital Partners (UK) LLP | 42,663 | $15.94M | $15.72M | -$228,247.06 | -1.43% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,363 | $386,520.8 | $850,845.43 | $464,324.63 | 120.13% |
Kure Advisory LLC Kure Advisory, LLC | 637 | $238,189 | $229,364.59 | -$8,824.41 | -3.7% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 734 | $223,759.8 | $264,291.39 | $40,531.59 | 18.11% |
Nancy Smetek Arcataur Capital Management LLC | 1,472 | $234,253.67 | $530,023.05 | $295,769.38 | 126.26% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,539 | $2.84M | $4.15M | $1.32M | 46.36% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 2,126 | $168,241.37 | $765,508.83 | $597,267.46 | 355.01% |
Bradley H. Owens LJI Wealth Management, LLC | 563 | $210,410 | $202,719.41 | -$7,690.59 | -3.66% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,939 | $302,452.67 | $698,175.74 | $395,723.07 | 130.84% |
Annmarie Young KPP Advisory Services LLC | 1,714 | $403,457.22 | $617,159.99 | $213,702.77 | 52.97% |
Tony Macafee UniSuper Management Pty Ltd | 113,583 | $27.65M | $41.84M | $14.2M | 51.35% |
Keith Henderson CULTIVAR CAPITAL, INC. | 2,391 | $245,789.92 | $860,927.39 | $615,137.47 | 250.27% |