| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,075 | $232,630.93 | $272,953.25 | $40,322.32 | 17.33% |
Nancy Smetek Arcataur Capital Management LLC | 4,630 | $823,136.03 | $1.18M | $353,184.92 | 42.91% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 36,864 | $7.23M | $9.43M | $2.2M | 30.39% |
Bradley H. Owens LJI Wealth Management, LLC | 5,826 | $1.02M | $1.45M | $426,821.59 | 41.78% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,548 | $286,236.54 | $392,015.52 | $105,778.98 | 36.96% |
Annmarie Young KPP Advisory Services LLC | 13,304 | $2.1M | $3.38M | $1.28M | 60.64% |
| MWS MFA Wealth Services MFA Wealth Services | 2,276 | $340,218.71 | $565,836.36 | $225,617.65 | 66.32% |
Tony Macafee UniSuper Management Pty Ltd | 655,534 | $130.31M | $166.45M | $36.14M | 27.73% |
Keith Henderson CULTIVAR CAPITAL, INC. | 4,743 | $740,538.31 | $1.18M | $438,618.92 | 59.23% |
Lars Phillips RAM Investment Partners, LLC | 2,922 | $511,487.33 | $741,925.02 | $230,437.69 | 45.05% |
Thomas Healy PFW Advisors LLC | 12,428 | $1.65M | $3.16M | $1.51M | 91.25% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 1,683 | $290,978.3 | $426,640.5 | $135,662.2 | 46.62% |
Alisha Arvold Christopher J. Hasenberg, Inc | 739 | $108,012.18 | $183,722.79 | $75,710.61 | 70.09% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11,950 | $2.48M | $2.97M | $487,092.98 | 19.61% |
Thomas Dobbins New Republic Capital, LLC | 8,090 | $1.54M | $2.05M | $516,261.78 | 33.57% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 10,248 | $1.61M | $2.6M | $989,669.61 | 61.38% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 13,913 | $2.3M | $3.53M | $1.22M | 53.25% |
John Hayes LongView Wealth Management | 12,568 | $2.04M | $3.12M | $1.09M | 53.25% |
Andrew Halac Talon Private Wealth, LLC | 10,588 | $2.19M | $2.63M | $442,126.5 | 20.19% |
Norden Group LLC NORDEN GROUP LLC | 34,402 | $5.85M | $8.94M | $3.09M | 52.74% |