| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Kapusta First County Bank /CT/ | 447 | $153,491.02 | $455,215.86 | $301,724.84 | 196.57% |
John Shanley Aspect Partners, LLC | 64 | $37,175.37 | $65,176.32 | $28,000.95 | 75.32% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 15 | $8,194.5 | $15,275.7 | $7,081.2 | 86.41% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,100 | $365,854.66 | $1.12M | $754,363.34 | 206.19% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 286 | $251,331.64 | $291,256.68 | $39,925.04 | 15.89% |
Michael Ryan Michael S. Ryan, Inc. | 779 | $459,111.45 | $793,318.02 | $334,206.57 | 72.79% |
Nancy Smetek Arcataur Capital Management LLC | 1,387 | $447,363.14 | $1.41M | $965,129.92 | 215.74% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,698 | $3.88M | $6.82M | $2.94M | 75.86% |
Bradley H. Owens LJI Wealth Management, LLC | 323 | $230,677.06 | $328,936.74 | $98,259.68 | 42.6% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 278 | $136,860.1 | $283,109.64 | $146,249.54 | 106.86% |
Annmarie Young KPP Advisory Services LLC | 838 | $565,783.28 | $853,402.44 | $287,619.16 | 50.84% |
| MWS MFA Wealth Services MFA Wealth Services | 686 | $401,306.48 | $698,608.68 | $297,302.2 | 74.08% |
Tony Macafee UniSuper Management Pty Ltd | 79,705 | $36.73M | $82.85M | $46.12M | 125.58% |
Lars Phillips RAM Investment Partners, LLC | 449 | $379,849.33 | $457,252.62 | $77,403.29 | 20.38% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 3,469 | $3.1M | $3.53M | $429,046.49 | 13.82% |
Thomas Dobbins New Republic Capital, LLC | 1,044 | $849,063.46 | $1.08M | $230,422.09 | 27.14% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 204 | $206,319 | $207,749.52 | $1,430.52 | 0.69% |
Andrew Halac Talon Private Wealth, LLC | 3,537 | $1.99M | $3.6M | $1.61M | 80.96% |
Norden Group LLC NORDEN GROUP LLC | 1,422 | $911,383.39 | $1.45M | $536,752.97 | 58.89% |
Andrew Agosta Prosperity Financial Group, Inc. | 533 | $405,653.39 | $542,796.54 | $137,143.15 | 33.81% |