| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,882 | $277,453.85 | $328,305.49 | $50,851.64 | 18.33% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,812 | $230,723.03 | $320,705.88 | $89,982.85 | 39% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 18,113 | $1.78M | $3.14M | $1.36M | 76.27% |
Staci Compagno Portside Wealth Group, LLC | 8,120 | $1.14M | $1.48M | $346,417.09 | 30.44% |
Courtney Holt Compound Planning, Inc. | 21,210 | $1.69M | $3.69M | $2M | 118% |
Katherine Stoner Empower Advisory Group, LLC | 10,398 | $1.07M | $1.84M | $773,891.33 | 72.55% |
Nemes Rush Group LLC Nemes Rush Group LLC | 680 | $90,329.84 | $118,381.2 | $28,051.36 | 31.05% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 6,814 | $2.06M | $1.18M | -$871,178.96 | -42.38% |
Scott Kapusta First County Bank /CT/ | 10,020 | $383,090.01 | $1.81M | $1.43M | 372.61% |
Ian Wang Plato Investment Management Ltd | 40,481 | $2.73M | $7.04M | $4.3M | 157.66% |
John Shanley Aspect Partners, LLC | 10 | $1,215 | $1,769.9 | $554.9 | 45.67% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 120 | $9,894.24 | $20,956.8 | $11,062.56 | 111.81% |
| DT Derek Tinnin Altiora Financial Group, LLC | 1,000 | $301,710 | $174,000 | -$127,710 | -42.33% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,962 | $1.69M | $1.64M | -$55,415.69 | -3.27% |
Bradley H. Owens LJI Wealth Management, LLC | 5,021 | $684,155 | $871,896.65 | $187,741.65 | 27.44% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 3,380 | $255,148.41 | $587,646.8 | $332,498.39 | 130.32% |
Tony Macafee UniSuper Management Pty Ltd | 267,151 | $25.66M | $54.42M | $28.77M | 112.13% |
Lars Phillips RAM Investment Partners, LLC | 292 | $88,159 | $51,681.08 | -$36,477.92 | -41.38% |
Thomas Dobbins New Republic Capital, LLC | 5,864 | $784,367.63 | $1.03M | $245,116.21 | 31.25% |
Invesco LLC INVESCO, LLC | 32,166 | $2.06M | $5.85M | $3.79M | 184.43% |