| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brett Pohl Invera Wealth Advisors, LLC | 462 | $349,087.2 | $451,175.34 | $102,088.14 | 29.24% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 304 | $238,609.3 | $296,877.28 | $58,267.98 | 24.42% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,197 | $782,875.92 | $2.15M | $1.36M | 174.06% |
Jorge Paganin Abacus Wealth Partners, LLC | 519 | $427,801.16 | $506,839.84 | $79,038.68 | 18.48% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 7,708 | $2.94M | $7.53M | $4.59M | 156.36% |
Courtney Holt Compound Planning, Inc. | 3,011 | $2.08M | $3M | $919,166.46 | 44.12% |
Katherine Stoner Empower Advisory Group, LLC | 679 | $392,547.82 | $663,091.04 | $270,543.22 | 68.92% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 785 | $281,146.3 | $755,075.8 | $473,929.5 | 168.57% |
Nemes Rush Group LLC Nemes Rush Group LLC | 16 | $12,699.66 | $15,941.6 | $3,241.94 | 25.53% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 465 | $368,019.75 | $454,105.05 | $86,085.3 | 23.39% |
Ian Wang Plato Investment Management Ltd | 3,658 | $2.06M | $3.57M | $1.51M | 73.04% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,063 | $2.44M | $2.99M | $554,204.17 | 22.74% |
John Shanley Aspect Partners, LLC | 41 | $19,601.12 | $40,824.93 | $21,223.81 | 108.28% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 58 | $37,239.33 | $57,921.12 | $20,681.79 | 55.54% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 554 | $331,021.68 | $541,019.79 | $209,998.11 | 63.44% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,043 | $1.25M | $2.02M | $770,423.96 | 61.42% |
Jeremy Sorci Premier Financial Group | 30 | $22,688 | $29,297.1 | $6,609.1 | 29.13% |
Tony Macafee UniSuper Management Pty Ltd | 40,746 | $23.07M | $39.79M | $16.72M | 72.46% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 4,291 | $3.56M | $4.19M | $628,232.18 | 17.64% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 750 | $364,771.86 | $732,427.5 | $367,655.64 | 100.79% |