| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amber Anderson Aspen Wealth Strategies LLC | 9,884 | $446,549.24 | $622,593.16 | $176,043.92 | 39.42% |
| PIL PFG Investments LLC PFG Investments LLC | 4,869 | $282,556.39 | $306,600.93 | $24,044.54 | 8.51% |
| JC Jared Calvert Buck Wealth Strategies LLC | 212,288 | $11.89M | $13.39M | $1.5M | 12.63% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 8,403 | $545,484.19 | $532,161.99 | -$13,322.2 | -2.44% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 14,041 | $979,142.03 | $892,726.78 | -$86,415.25 | -8.83% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 9,503 | $527,608.26 | $600,019.42 | $72,411.16 | 13.72% |
Jorge Paganin Abacus Wealth Partners, LLC | 5,967 | $372,820.81 | $377,651.43 | $4,830.62 | 1.3% |
Staci Compagno Portside Wealth Group, LLC | 5,812 | $376,172.95 | $367,667.12 | -$8,505.83 | -2.26% |
Courtney Holt Compound Planning, Inc. | 10,324 | $630,356.94 | $650,928.2 | $20,571.26 | 3.26% |
Katherine Stoner Empower Advisory Group, LLC | 169,408 | $8.88M | $10.72M | $1.84M | 20.77% |
Nemes Rush Group LLC Nemes Rush Group LLC | 571 | $33,279.02 | $36,338.44 | $3,059.42 | 9.19% |
Ian Wang Plato Investment Management Ltd | 20,302 | $1.12M | $1.28M | $162,476.24 | 14.48% |
John Shanley Aspect Partners, LLC | 66 | $3,511 | $4,181.76 | $670.76 | 19.1% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 617 | $29,028.3 | $38,692.07 | $9,663.77 | 33.29% |
Driton Bilali Ilex Capital Partners (UK) LLP | 80,313 | $4.46M | $5.07M | $610,378.69 | 13.69% |
Tony Macafee UniSuper Management Pty Ltd | 64,980 | $3.64M | $4.12M | $473,535.11 | 13% |
Thomas Dobbins New Republic Capital, LLC | 29,759 | $1.65M | $1.88M | $231,090.9 | 13.98% |
Invesco LLC INVESCO, LLC | 4,424 | $255,836.11 | $278,424.44 | $22,588.33 | 8.83% |
Norden Group LLC NORDEN GROUP LLC | 8,764 | $576,984.63 | $556,207.26 | -$20,777.37 | -3.6% |
Robert Green LECAP ASSET MANAGEMENT LTD | 42,334 | $2.39M | $2.67M | $286,817.19 | 12.02% |