| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 6,228 | $1.59M | $2.22M | $636,066.21 | 40.13% |
Michael Ryan Michael S. Ryan, Inc. | 868 | $211,401 | $309,572.19 | $98,171.19 | 46.44% |
Nancy Smetek Arcataur Capital Management LLC | 10,702 | $1.51M | $3.82M | $2.3M | 152.23% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 69,863 | $16.15M | $24.92M | $8.77M | 54.28% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 2,543 | $619,347.89 | $870,646.91 | $251,299.02 | 40.57% |
Bradley H. Owens LJI Wealth Management, LLC | 8,701 | $1.72M | $3.1M | $1.38M | 80.52% |
Carrie Miller Trellis Wealth Advisors LLC | 1,360 | $419,772.85 | $485,043.99 | $65,271.14 | 15.55% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,546 | $262,483.72 | $551,380.88 | $288,897.16 | 110.06% |
Annmarie Young KPP Advisory Services LLC | 7,943 | $1.22M | $2.83M | $1.61M | 131.77% |
| MWS MFA Wealth Services MFA Wealth Services | 3,646 | $877,131.76 | $1.3M | $423,214.1 | 48.25% |
Tony Macafee UniSuper Management Pty Ltd | 1.4M | $252.09M | $482.27M | $230.18M | 91.31% |
Lars Phillips RAM Investment Partners, LLC | 20,675 | $4.07M | $7.37M | $3.31M | 81.24% |
Thomas Healy PFW Advisors LLC | 3,920 | $276,866.83 | $1.4M | $1.12M | 404.96% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 974 | $344,248 | $347,377.09 | $3,129.09 | 0.91% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 27,625 | $9.76M | $9.85M | $91,684.97 | 0.94% |
Thomas Dobbins New Republic Capital, LLC | 12,198 | $3.83M | $4.18M | $354,694.38 | 9.27% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 5,780 | $874,219.69 | $2.06M | $1.19M | 135.8% |
Invesco LLC INVESCO, LLC | 107,431 | $13.14M | $38.32M | $25.17M | 191.56% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 5,056 | $856,343.68 | $1.8M | $946,878.67 | 110.57% |
John Hayes LongView Wealth Management | 3,961 | $607,801.42 | $1.41M | $804,889.19 | 132.43% |