| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 444 | $373,862 | $510,084.95 | $136,222.95 | 36.44% |
Alisha Arvold Christopher J. Hasenberg, Inc | 909 | $537,541.68 | $1.04M | $506,753.85 | 94.27% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 10,078 | $12.09M | $11.58M | -$509,846.78 | -4.22% |
Thomas Dobbins New Republic Capital, LLC | 3,001 | $3.33M | $3.52M | $192,447.38 | 5.78% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1,638 | $954,822.88 | $1.88M | $926,976.99 | 97.08% |
Invesco LLC INVESCO, LLC | 4,462 | $2.26M | $5.13M | $2.87M | 126.84% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 929 | $670,993.97 | $1.07M | $396,278.36 | 59.06% |
John Hayes LongView Wealth Management | 178 | $213,213 | $204,493.51 | -$8,719.49 | -4.09% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 460 | $377,358.62 | $528,466.39 | $151,107.77 | 40.04% |
Norden Group LLC NORDEN GROUP LLC | 7,327 | $6.09M | $8.42M | $2.33M | 38.18% |
Berkeley Harrison Sterling Financial Group, Inc. | 385 | $237,195.77 | $442,303.39 | $205,107.62 | 86.47% |
Andrew Agosta Prosperity Financial Group, Inc. | 1,597 | $1.04M | $1.83M | $790,855.22 | 75.76% |
Elliot Kallen Prosperity Wealth Management, Inc. | 3,314 | $2.85M | $3.81M | $959,827.53 | 33.71% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 28,062 | $22.69M | $32.24M | $9.55M | 42.08% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 482 | $254,054.86 | $553,740.87 | $299,686.01 | 117.96% |
Peter Sigismondi Ramirez Asset Management, Inc. | 15,509 | $18.03M | $18.93M | $892,482.17 | 4.95% |
John M Roach Waterway Wealth Management, LLC | 1,004 | $782,310.75 | $1.15M | $371,124.58 | 47.44% |
Alicia Fuschak Avid Wealth Partners LLC | 375 | $300,847.71 | $430,814.99 | $129,967.28 | 43.2% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 730 | $649,419.72 | $838,653.18 | $189,233.46 | 29.14% |
Denise Reinert CGC Financial Services, LLC | 55 | $45,339.2 | $63,186.2 | $17,847 | 39.36% |