| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 2,423 | $225,900.01 | $594,313.44 | $368,413.43 | 163.09% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,247 | $669,359 | $603,836.33 | -$65,522.67 | -9.79% |
Staci Compagno Portside Wealth Group, LLC | 1,598 | $476,028 | $391,957.44 | -$84,070.56 | -17.66% |
Courtney Holt Compound Planning, Inc. | 30,838 | $2.51M | $7.28M | $4.77M | 189.62% |
Katherine Stoner Empower Advisory Group, LLC | 1,511 | $450,112 | $370,618.08 | -$79,493.92 | -17.66% |
Nemes Rush Group LLC Nemes Rush Group LLC | 805 | $164,539.79 | $190,157.1 | $25,617.31 | 15.57% |
Ian Wang Plato Investment Management Ltd | 20,989 | $2.28M | $5.15M | $2.87M | 126.14% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,380 | $463,484.01 | $1.07M | $610,842.39 | 131.79% |
John Shanley Aspect Partners, LLC | 74 | $6,358.85 | $17,190.94 | $10,832.09 | 170.35% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 908 | $270,484 | $222,714.24 | -$47,769.76 | -17.66% |
Michael Ryan Michael S. Ryan, Inc. | 2,801 | $243,337.16 | $657,870.87 | $414,533.71 | 170.35% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 6,201 | $1.85M | $1.52M | -$326,233.96 | -17.66% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,971 | $1.67M | $3.55M | $1.87M | 111.91% |
Bradley H. Owens LJI Wealth Management, LLC | 1,221 | $363,724 | $328,119.34 | -$35,604.66 | -9.79% |
Annmarie Young KPP Advisory Services LLC | 1,985 | $196,616.48 | $486,880.8 | $290,264.32 | 147.63% |
Tony Macafee UniSuper Management Pty Ltd | 207,588 | $39.62M | $50.92M | $11.3M | 28.53% |
Thomas Dobbins New Republic Capital, LLC | 944 | $281,177 | $231,544.32 | -$49,632.68 | -17.65% |
Norden Group LLC NORDEN GROUP LLC | 14,014 | $1.2M | $3.25M | $2.04M | 170.11% |
Elliot Kallen Prosperity Wealth Management, Inc. | 11,730 | $996,815 | $3.15M | $2.16M | 216.23% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 21,000 | $6.26M | $5.15M | -$1.1M | -17.66% |