| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ian Wang Plato Investment Management Ltd | 74,299 | $8.86M | $9.55M | $693,229.92 | 7.82% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,993 | $860,986.08 | $910,488.6 | $49,502.52 | 5.75% |
Chad Tobin Slagle Financial, LLC | 1,761 | $186,095.61 | $229,282.2 | $43,186.59 | 23.21% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 11,349 | $1.31M | $1.48M | $168,503.59 | 12.87% |
John Shanley Aspect Partners, LLC | 703 | $73,513.76 | $91,530.6 | $18,016.84 | 24.51% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 160 | $16,727.55 | $20,832 | $4,104.45 | 24.54% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 5,710 | $592,629.65 | $743,442 | $150,812.35 | 25.45% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,833 | $220,491.98 | $238,656.6 | $18,164.62 | 8.24% |
Nancy Smetek Arcataur Capital Management LLC | 5,177 | $566,323.94 | $674,045.4 | $107,721.46 | 19.02% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 31,533 | $3.06M | $4.11M | $1.05M | 34.21% |
Bradley H. Owens LJI Wealth Management, LLC | 2,149 | $262,325.04 | $279,799.8 | $17,474.76 | 6.66% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 5,564 | $507,580.01 | $724,432.8 | $216,852.79 | 42.72% |
Annmarie Young KPP Advisory Services LLC | 6,862 | $659,907.88 | $893,432.4 | $233,524.52 | 35.39% |
| MWS MFA Wealth Services MFA Wealth Services | 6,305 | $629,771.24 | $820,911 | $191,139.76 | 30.35% |
Tony Macafee UniSuper Management Pty Ltd | 1.19M | $135.83M | $161.46M | $25.64M | 18.88% |
Lars Phillips RAM Investment Partners, LLC | 1,640 | $210,740 | $213,528 | $2,788 | 1.32% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 1,865 | $224,821.02 | $242,823 | $18,001.98 | 8.01% |
Alisha Arvold Christopher J. Hasenberg, Inc | 114 | $12,218.02 | $14,842.8 | $2,624.78 | 21.48% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 29,458 | $3.62M | $3.84M | $216,843.13 | 5.99% |
Thomas Dobbins New Republic Capital, LLC | 11,402 | $1.25M | $1.69M | $443,987.53 | 35.61% |