| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 4,368 | $2.16M | $2.33M | $161,757.38 | 7.48% |
Katherine Stoner Empower Advisory Group, LLC | 24,412 | $11.46M | $13.34M | $1.89M | 16.47% |
MATTHEW HALL Hill Investment Group Partners, LLC | 1,523 | $760,297 | $808,636.85 | $48,339.85 | 6.36% |
Nemes Rush Group LLC Nemes Rush Group LLC | 269 | $127,880.49 | $142,922.39 | $15,041.9 | 11.76% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 861 | $403,587.36 | $466,920.3 | $63,332.94 | 15.69% |
Scott Kapusta First County Bank /CT/ | 713 | $354,287.72 | $388,813.16 | $34,525.44 | 9.75% |
Ian Wang Plato Investment Management Ltd | 1,782 | $948,156.45 | $972,767.07 | $24,610.62 | 2.6% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,474 | $1.23M | $1.35M | $123,630.83 | 10.08% |
Chad Tobin Slagle Financial, LLC | 443 | $216,480.74 | $238,373.87 | $21,893.13 | 10.11% |
John Shanley Aspect Partners, LLC | 62 | $28,714.79 | $33,987.16 | $5,272.37 | 18.36% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,074 | $4.18M | $4.82M | $640,941.92 | 15.34% |
Bradley H. Owens LJI Wealth Management, LLC | 458 | $265,046.45 | $249,518.4 | -$15,528.05 | -5.86% |
Annmarie Young KPP Advisory Services LLC | 2,100 | $964,219.97 | $1.14M | $179,891.53 | 18.66% |
| MWS MFA Wealth Services MFA Wealth Services | 640 | $313,087.81 | $348,102.4 | $35,014.59 | 11.18% |
Tony Macafee UniSuper Management Pty Ltd | 200,214 | $92.6M | $109.54M | $16.93M | 18.29% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 1,468 | $675,837.55 | $779,948.4 | $104,110.85 | 15.4% |
Alisha Arvold Christopher J. Hasenberg, Inc | 13 | $5,913 | $7,070.31 | $1,157.31 | 19.57% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 814 | $405,063.25 | $443,434.64 | $38,371.39 | 9.47% |
Thomas Dobbins New Republic Capital, LLC | 860 | $408,439.62 | $468,540.9 | $60,101.28 | 14.71% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 695 | $316,119.14 | $379,713.24 | $63,594.1 | 20.12% |