| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 562 | $299,002.72 | $241,660 | -$57,342.72 | -19.18% |
Staci Compagno Portside Wealth Group, LLC | 4,137 | $2.32M | $1.78M | -$545,192.49 | -23.46% |
Courtney Holt Compound Planning, Inc. | 4,894 | $2.6M | $2.09M | -$511,994.13 | -19.67% |
Katherine Stoner Empower Advisory Group, LLC | 142,685 | $57.02M | $61.36M | $4.34M | 7.61% |
Nemes Rush Group LLC Nemes Rush Group LLC | 365 | $133,938.8 | $155,322.1 | $21,383.3 | 15.96% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 563 | $305,362.9 | $242,067.48 | -$63,295.42 | -20.73% |
Ian Wang Plato Investment Management Ltd | 10,914 | $4.62M | $4.69M | $74,874.47 | 1.62% |
John Shanley Aspect Partners, LLC | 11 | $5,574.83 | $4,718.34 | -$856.49 | -15.36% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3 | $1,334.61 | $1,283.58 | -$51.03 | -3.82% |
Nancy Smetek Arcataur Capital Management LLC | 801 | $273,894 | $344,217.73 | $70,323.73 | 25.68% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,222 | $1.54M | $1.37M | -$171,044.17 | -11.08% |
Bradley H. Owens LJI Wealth Management, LLC | 519 | $151,745.03 | $223,346.46 | $71,601.43 | 47.19% |
Annmarie Young KPP Advisory Services LLC | 3,599 | $1.58M | $1.55M | -$27,415.07 | -1.74% |
Tony Macafee UniSuper Management Pty Ltd | 39,030 | $18.16M | $16.75M | -$1.41M | -7.77% |
Thomas Dobbins New Republic Capital, LLC | 852 | $482,538.83 | $366,564.48 | -$115,974.35 | -24.03% |
Invesco LLC INVESCO, LLC | 971 | $332,563.77 | $419,530.26 | $86,966.49 | 26.15% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 443 | $219,405 | $189,462.24 | -$29,942.76 | -13.65% |
Norden Group LLC NORDEN GROUP LLC | 2,384 | $1.34M | $1.02M | -$314,335.98 | -23.54% |
Andrew Agosta Prosperity Financial Group, Inc. | 2,933 | $1.27M | $1.27M | -$5,945.78 | -0.47% |
Bradley Harsch Strategic Advocates LLC | 350 | $200,420.5 | $150,269 | -$50,151.5 | -25.02% |