| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 57,508 | $1.23M | $1.86M | $628,284.8 | 51.11% |
Katherine Stoner Empower Advisory Group, LLC | 2.84M | $52.8M | $91.84M | $39.04M | 73.93% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 99,863 | $2.24M | $3.23M | $984,943.51 | 43.96% |
Nemes Rush Group LLC Nemes Rush Group LLC | 164 | $5,181.95 | $5,297.2 | $115.25 | 2.22% |
Shawn Scholz Impact Partnership Wealth, LLC | 11,737 | $393,545 | $379,105.1 | -$14,439.9 | -3.67% |
John Shanley Aspect Partners, LLC | 187 | $3,620.96 | $6,040.1 | $2,419.14 | 66.81% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 237 | $4,081.15 | $7,655.1 | $3,573.95 | 87.57% |
Andrew Wiener Samjo Management, LLC | 180,600 | $3.72M | $5.83M | $2.11M | 56.78% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,179 | $342,747.65 | $393,381.7 | $50,634.05 | 14.77% |
Annmarie Young KPP Advisory Services LLC | 14,926 | $301,889.55 | $482,109.8 | $180,220.25 | 59.7% |
Tony Macafee UniSuper Management Pty Ltd | 169,054 | $4.84M | $5.46M | $619,862.52 | 12.81% |
Thomas Dobbins New Republic Capital, LLC | 13,286 | $396,077.86 | $429,137.8 | $33,059.94 | 8.35% |
Norden Group LLC NORDEN GROUP LLC | 29,873 | $735,576.41 | $964,897.9 | $229,321.49 | 31.18% |
Bradley Harsch Strategic Advocates LLC | 575 | $16,274.27 | $18,572.5 | $2,298.23 | 14.12% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 54,243 | $1.63M | $1.75M | $124,033.53 | 7.62% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 18,030 | $325,982.21 | $582,369 | $256,386.79 | 78.65% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,272 | $21,090 | $41,085.6 | $19,995.6 | 94.81% |
| AA Andrew Alkon EntryPoint Capital, LLC | 20,709 | $694,373 | $668,900.7 | -$25,472.3 | -3.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 120,286 | $3.4M | $3.89M | $488,631.36 | 14.39% |
Peter David N Soliman Second Line Capital, LLC | 16,574 | $375,017.17 | $535,340.2 | $160,323.03 | 42.75% |