| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 578 | $214,201 | $214,911.97 | $710.97 | 0.33% |
Staci Compagno Portside Wealth Group, LLC | 2,860 | $926,972.45 | $1.06M | $136,432.78 | 14.72% |
Courtney Holt Compound Planning, Inc. | 4,226 | $1.17M | $1.64M | $465,101.39 | 39.68% |
Katherine Stoner Empower Advisory Group, LLC | 43,632 | $9.05M | $16.22M | $7.17M | 79.24% |
Nemes Rush Group LLC Nemes Rush Group LLC | 10 | $2,789.5 | $3,854.8 | $1,065.3 | 38.19% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 7,504 | $2.78M | $2.79M | $9,368.36 | 0.34% |
John Shanley Aspect Partners, LLC | 14 | $3,593.21 | $5,372.78 | $1,779.57 | 49.53% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 26 | $5,072.35 | $10,028.46 | $4,956.11 | 97.71% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,257 | $475,209.34 | $838,475.5 | $363,266.16 | 76.44% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,549 | $369,873.7 | $597,356.36 | $227,482.66 | 61.5% |
| MWS MFA Wealth Services MFA Wealth Services | 1,130 | $352,364.01 | $419,795 | $67,430.99 | 19.14% |
Tony Macafee UniSuper Management Pty Ltd | 39,846 | $12.04M | $14.82M | $2.77M | 23.05% |
Lars Phillips RAM Investment Partners, LLC | 1,045 | $325,977.72 | $388,551.9 | $62,574.18 | 19.2% |
Thomas Healy PFW Advisors LLC | 1,323 | $169,261.44 | $491,917.86 | $322,656.42 | 190.63% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 557 | $206,511 | $215,389.11 | $8,878.11 | 4.3% |
Alisha Arvold Christopher J. Hasenberg, Inc | 41 | $10,520 | $15,231.5 | $4,711.5 | 44.79% |
Invesco LLC INVESCO, LLC | 1,592 | $324,731.24 | $591,937.44 | $267,206.2 | 82.29% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 12,725 | $3.48M | $4.91M | $1.43M | 41.18% |
Norden Group LLC NORDEN GROUP LLC | 4,122 | $1.18M | $1.57M | $392,357.19 | 33.34% |
Berkeley Harrison Sterling Financial Group, Inc. | 1,739 | $259,333.68 | $672,906.05 | $413,572.37 | 159.47% |