| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beth Zilka Baron Wealth Management LLC | 265 | $268,799.41 | $366,288.29 | $97,488.88 | 36.27% |
Lison Couture iA Global Asset Management Inc. | 384 | $395,678.64 | $530,772.47 | $135,093.83 | 34.14% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 241 | $244,485.91 | $333,115.01 | $88,629.1 | 36.25% |
Andrew Brady Brady Family Wealth LLC | 389 | $346,352.21 | $537,683.57 | $191,331.36 | 55.24% |
| PIL PFG Investments LLC PFG Investments LLC | 437 | $405,783.94 | $604,030.13 | $198,246.19 | 48.86% |
Jacob Going Alpine Bank Wealth Management | 285 | $296,061 | $363,990.61 | $67,929.61 | 22.94% |
| DD Damir Durkovic Entropy Technologies, LP | 2,388 | $2.98M | $3.12M | $135,121.56 | 4.53% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 26 | $33,614.88 | $35,937.72 | $2,322.84 | 6.91% |
Brett Pohl Invera Wealth Advisors, LLC | 316 | $429,886.41 | $436,781.51 | $6,895.1 | 1.6% |
Able Financial Group LLC ABLE Financial Group, LLC | 150 | $204,060 | $207,333 | $3,273 | 1.6% |
Benjamin J. Jones National Wealth Management Group, LLC | 154 | $209,502 | $212,861.88 | $3,359.88 | 1.6% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 741 | $747,120.6 | $1.02M | $277,104.4 | 37.09% |
Courtney Holt Compound Planning, Inc. | 668 | $681,758.65 | $923,322.94 | $241,564.29 | 35.43% |
Katherine Stoner Empower Advisory Group, LLC | 331 | $450,292 | $431,915.28 | -$18,376.72 | -4.08% |
Nemes Rush Group LLC Nemes Rush Group LLC | 7 | $8,468.71 | $9,258.48 | $789.77 | 9.33% |
Ian Wang Plato Investment Management Ltd | 1,083 | $1.14M | $1.38M | $240,928.39 | 21.09% |
John Shanley Aspect Partners, LLC | 6 | $7,347.33 | $8,293.32 | $945.99 | 12.88% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 460 | $484,768.35 | $635,821.19 | $151,052.84 | 31.16% |
Tony Macafee UniSuper Management Pty Ltd | 4,879 | $5.06M | $6.45M | $1.4M | 27.61% |
Bradley Harsch Strategic Advocates LLC | 8 | $8,170.67 | $10,439.04 | $2,268.37 | 27.76% |