| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn Scholz Impact Partnership Wealth, LLC | 7,960 | $556,478.79 | $627,088.8 | $70,649.81 | 12.7% |
Chad Tobin Slagle Financial, LLC | 96,096 | $5.92M | $7.51M | $1.6M | 27.02% |
John Shanley Aspect Partners, LLC | 2,800 | $167,662.98 | $218,652 | $50,989.02 | 30.41% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,497 | $164,191.21 | $195,115.58 | $30,924.37 | 18.83% |
KATHLEEN VANORMER UNION SAVINGS BANK | 7,184 | $454,956.72 | $560,998.56 | $106,041.84 | 23.31% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 78,393 | $5.55M | $6.18M | $628,140.68 | 11.32% |
| MWS MFA Wealth Services MFA Wealth Services | 5,644 | $355,942.45 | $441,304.36 | $85,361.91 | 23.98% |
Tony Macafee UniSuper Management Pty Ltd | 715,176 | $44.03M | $56.34M | $12.31M | 27.97% |
Keith Henderson CULTIVAR CAPITAL, INC. | 6,453 | $399,105.13 | $503,914.77 | $104,809.64 | 26.26% |
Thomas Healy PFW Advisors LLC | 453,109 | $24.8M | $35.7M | $10.9M | 43.94% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 4,635 | $284,975.85 | $361,947.15 | $76,971.3 | 27.01% |
Thomas Dobbins New Republic Capital, LLC | 17,594 | $1.17M | $1.39M | $215,417.67 | 18.4% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 10,283 | $606,894.96 | $803,513.62 | $196,618.66 | 32.4% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 8,464 | $524,355.45 | $661,376.96 | $137,021.51 | 26.13% |
John Hayes LongView Wealth Management | 50,787 | $3.11M | $3.97M | $852,267.79 | 27.37% |
| NGL Norden Group LLC NORDEN GROUP LLC | 50,076 | $3.38M | $3.91M | $533,979.95 | 15.8% |
Andrew Agosta Prosperity Financial Group, Inc. | 3,937 | $277,803.08 | $307,834.03 | $30,030.95 | 10.81% |
Bradley Harsch Strategic Advocates LLC | 771 | $48,153.35 | $60,284.49 | $12,131.14 | 25.19% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 184,774 | $12.67M | $14.44M | $1.76M | 13.91% |
| AA Andrew Alkon EntryPoint Capital, LLC | 18,808 | $1.43M | $1.47M | $40,249.52 | 2.81% |