| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 634 | $90,379.63 | $135,834.5 | $45,454.87 | 50.29% |
| DT Derek Tinnin Altiora Financial Group, LLC | 892 | $197,192.62 | $190,665 | -$6,527.62 | -3.31% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,292 | $184,012.25 | $276,165 | $92,152.75 | 50.08% |
Michael Ryan Michael S. Ryan, Inc. | 2,260 | $333,656.77 | $483,075 | $149,418.23 | 44.78% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 20,291 | $5.47M | $4.34M | -$1.13M | -20.68% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 22,483 | $5.83M | $4.82M | -$1.01M | -17.35% |
Bradley H. Owens LJI Wealth Management, LLC | 1,102 | $243,372.29 | $236,103.5 | -$7,268.79 | -2.99% |
Annmarie Young KPP Advisory Services LLC | 2,129 | $323,079.49 | $456,138.25 | $133,058.76 | 41.18% |
| MWS MFA Wealth Services MFA Wealth Services | 2,334 | $524,308.12 | $498,892.5 | -$25,415.62 | -4.85% |
Tony Macafee UniSuper Management Pty Ltd | 231,773 | $57.31M | $49.66M | -$7.65M | -13.35% |
Keith Henderson CULTIVAR CAPITAL, INC. | 6,062 | $1.2M | $1.3M | $99,786.33 | 8.34% |
Alisha Arvold Christopher J. Hasenberg, Inc | 106 | $26,536 | $22,579.06 | -$3,956.94 | -14.91% |
Thomas Dobbins New Republic Capital, LLC | 2,526 | $659,209.67 | $541,195.5 | -$118,014.17 | -17.9% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 6,726 | $1.24M | $1.44M | $201,446.79 | 16.25% |
Invesco LLC INVESCO, LLC | 1,391 | $326,989.63 | $298,021.75 | -$28,967.88 | -8.86% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 5,279 | $1.56M | $1.13M | -$427,640.87 | -27.48% |
John Hayes LongView Wealth Management | 875 | $199,110.72 | $186,086.25 | -$13,024.47 | -6.54% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 1,385 | $306,195.65 | $296,736.25 | -$9,459.4 | -3.09% |
Norden Group LLC NORDEN GROUP LLC | 7,774 | $1.69M | $1.67M | -$24,222.34 | -1.43% |
Andrew Agosta Prosperity Financial Group, Inc. | 2,135 | $431,427.52 | $457,423.75 | $25,996.23 | 6.03% |