| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,459 | $1.31M | $1.82M | $512,664.46 | 39.25% |
Annmarie Young KPP Advisory Services LLC | 4,553 | $2.24M | $3.26M | $1.02M | 45.45% |
| MWS MFA Wealth Services MFA Wealth Services | 1,113 | $667,614.78 | $802,439.61 | $134,824.83 | 20.2% |
Tony Macafee UniSuper Management Pty Ltd | 689,013 | $364.16M | $490.87M | $126.71M | 34.8% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 445 | $224,784.55 | $326,096 | $101,311.45 | 45.07% |
Lars Phillips RAM Investment Partners, LLC | 3,533 | $2.04M | $2.61M | $565,281.23 | 27.7% |
Thomas Healy PFW Advisors LLC | 1,814 | $525,262.77 | $1.34M | $811,147.26 | 154.43% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,791 | $2.06M | $2.8M | $739,908.48 | 35.93% |
Alisha Arvold Christopher J. Hasenberg, Inc | 20 | $10,084 | $14,419.4 | $4,335.4 | 42.99% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 927 | $559,535.37 | $667,426.09 | $107,890.72 | 19.28% |
Thomas Dobbins New Republic Capital, LLC | 5,107 | $3.31M | $3.66M | $348,013.54 | 10.5% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,348 | $953,083.12 | $1.7M | $743,346.88 | 77.99% |
Invesco LLC INVESCO, LLC | 5,027 | $2.18M | $3.68M | $1.5M | 68.64% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 429 | $316,567.54 | $315,992.82 | -$574.72 | -0.18% |
John Hayes LongView Wealth Management | 1,312 | $503,809.34 | $945,912.64 | $442,103.3 | 87.75% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 3,600 | $1.42M | $2.65M | $1.23M | 86.9% |
Andrew Halac Talon Private Wealth, LLC | 4,008 | $2.27M | $2.89M | $616,605.61 | 27.13% |
Norden Group LLC NORDEN GROUP LLC | 16,992 | $10.34M | $12.01M | $1.66M | 16.07% |
Berkeley Harrison Sterling Financial Group, Inc. | 1,078 | $345,146.34 | $800,862.37 | $455,716.03 | 132.04% |
Andrew Agosta Prosperity Financial Group, Inc. | 5,287 | $2.01M | $3.82M | $1.81M | 89.9% |