| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Sorci Premier Financial Group | 400 | $141,332 | $136,260 | -$5,072 | -3.59% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,546 | $262,483.72 | $533,686.93 | $271,203.21 | 103.32% |
Annmarie Young KPP Advisory Services LLC | 7,943 | $1.22M | $2.69M | $1.47M | 120.15% |
| MWS MFA Wealth Services MFA Wealth Services | 3,554 | $859,613.05 | $1.21M | $351,483.53 | 40.89% |
Tony Macafee UniSuper Management Pty Ltd | 1.4M | $252.09M | $474.77M | $222.68M | 88.33% |
Lars Phillips RAM Investment Partners, LLC | 20,675 | $4.07M | $7.13M | $3.06M | 75.15% |
Thomas Healy PFW Advisors LLC | 3,882 | $274,550.73 | $1.34M | $1.06M | 387.68% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 974 | $344,248 | $335,991.04 | -$8,256.96 | -2.4% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 27,625 | $9.76M | $9.4M | -$365,508.5 | -3.74% |
Thomas Dobbins New Republic Capital, LLC | 12,198 | $3.83M | $4.13M | $306,268.32 | 8% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 5,780 | $874,219.69 | $1.97M | $1.1M | 125.81% |
Invesco LLC INVESCO, LLC | 107,431 | $13.14M | $36.84M | $23.7M | 180.35% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 5,056 | $856,343.68 | $1.74M | $887,319.04 | 103.62% |
John Hayes LongView Wealth Management | 3,961 | $607,801.42 | $1.35M | $741,988.55 | 122.08% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 15,090 | $2.11M | $5.2M | $3.09M | 146.11% |
Andrew Halac Talon Private Wealth, LLC | 2,216 | $433,825.74 | $755,146.32 | $321,320.58 | 74.07% |
Norden Group LLC NORDEN GROUP LLC | 40,973 | $7.72M | $13.82M | $6.1M | 78.95% |
Berkeley Harrison Sterling Financial Group, Inc. | 2,421 | $304,820.57 | $838,464.93 | $533,644.36 | 175.07% |
Andrew Agosta Prosperity Financial Group, Inc. | 3,165 | $421,088.71 | $1.08M | $657,927.84 | 156.24% |
Elliot Kallen Prosperity Wealth Management, Inc. | 2,323 | $429,910.63 | $789,669 | $359,758.37 | 83.68% |