| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 3,923 | $1.06M | $1.44M | $376,851.75 | 35.56% |
Katherine Stoner Empower Advisory Group, LLC | 44,277 | $9.16M | $16.22M | $7.06M | 77.09% |
Nemes Rush Group LLC Nemes Rush Group LLC | 10 | $2,789.5 | $3,662.4 | $872.9 | 31.29% |
John Shanley Aspect Partners, LLC | 14 | $3,593.21 | $5,127.36 | $1,534.15 | 42.7% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 26 | $5,072.35 | $9,522.24 | $4,449.89 | 87.73% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,297 | $482,557.43 | $841,253.26 | $358,695.83 | 74.33% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,382 | $307,984.72 | $506,143.67 | $198,158.95 | 64.34% |
| MWS MFA Wealth Services MFA Wealth Services | 1,308 | $407,580.5 | $479,041.91 | $71,461.41 | 17.53% |
Tony Macafee UniSuper Management Pty Ltd | 25,704 | $6.8M | $9.41M | $2.61M | 38.44% |
Lars Phillips RAM Investment Partners, LLC | 1,044 | $325,607.13 | $382,354.55 | $56,747.42 | 17.43% |
Thomas Healy PFW Advisors LLC | 1,315 | $166,415.35 | $481,605.59 | $315,190.24 | 189.4% |
Alisha Arvold Christopher J. Hasenberg, Inc | 41 | $10,520 | $15,015.84 | $4,495.84 | 42.74% |
Invesco LLC INVESCO, LLC | 1,592 | $324,731.24 | $583,054.06 | $258,322.82 | 79.55% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 12,730 | $3.48M | $4.66M | $1.18M | 34.05% |
Norden Group LLC NORDEN GROUP LLC | 3,597 | $982,145.54 | $1.32M | $335,219.7 | 34.13% |
Berkeley Harrison Sterling Financial Group, Inc. | 1,739 | $259,333.68 | $636,891.34 | $377,557.66 | 145.59% |
Elliot Kallen Prosperity Wealth Management, Inc. | 700 | $217,168 | $256,367.99 | $39,199.99 | 18.05% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 4,675 | $1.32M | $1.71M | $395,015.76 | 29.99% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 883 | $199,125.7 | $323,389.91 | $124,264.21 | 62.4% |
Peter Sigismondi Ramirez Asset Management, Inc. | 3,447 | $680,508.89 | $1.26M | $581,920.36 | 85.51% |