| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AW Ariel Weisbard Values Added Financial LLC | 1,827 | $535,823 | $846,065.43 | $310,242.43 | 57.9% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 628 | $274,944.68 | $291,172.2 | $16,227.52 | 5.9% |
Jacob Going Alpine Bank Wealth Management | 5 | $2,076 | $2,315.5 | $239.5 | 11.54% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 174 | $63,690.8 | $79,624.14 | $15,933.34 | 25.02% |
Brett Pohl Invera Wealth Advisors, LLC | 2,257 | $948,978.2 | $1.04M | $94,229.77 | 9.93% |
Able Financial Group LLC ABLE Financial Group, LLC | 2,175 | $780,991.71 | $1.01M | $225,728.79 | 28.9% |
Jorge Paganin Abacus Wealth Partners, LLC | 945 | $224,757.18 | $442,023.75 | $217,266.57 | 96.67% |
Staci Compagno Portside Wealth Group, LLC | 748 | $324,609.84 | $349,069.16 | $24,459.32 | 7.53% |
Courtney Holt Compound Planning, Inc. | 1,357 | $554,255.15 | $620,060.79 | $65,805.64 | 11.87% |
Katherine Stoner Empower Advisory Group, LLC | 854 | $332,744.5 | $398,557.53 | $65,813.03 | 19.78% |
Nemes Rush Group LLC Nemes Rush Group LLC | 52,047 | $16.05M | $23.81M | $7.75M | 48.3% |
Ian Wang Plato Investment Management Ltd | 7,792 | $3.22M | $3.64M | $414,198.45 | 12.85% |
John Shanley Aspect Partners, LLC | 35 | $11,405.3 | $16,278.67 | $4,873.37 | 42.73% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,599 | $2.97M | $3.47M | $501,060.25 | 16.85% |
Tony Macafee UniSuper Management Pty Ltd | 29,387 | $10.12M | $13.69M | $3.57M | 35.21% |
Invesco LLC INVESCO, LLC | 3,420 | $1.5M | $1.58M | $84,628.24 | 5.65% |
Norden Group LLC NORDEN GROUP LLC | 559 | $239,316.71 | $259,180.35 | $19,863.64 | 8.3% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 3,651 | $1.59M | $1.7M | $111,579.92 | 7.01% |
Peter Sigismondi Ramirez Asset Management, Inc. | 596 | $166,335.1 | $277,902.88 | $111,567.78 | 67.07% |
| BF Brian Falahee Delta Global Management LP | 5,641 | $2.38M | $2.61M | $229,954.57 | 9.66% |