| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 576 | $664,913 | $526,538.88 | -$138,374.12 | -20.81% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 2,010 | $2.32M | $1.87M | -$448,330.19 | -19.32% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 24,024 | $3.77M | $21.9M | $18.13M | 481.42% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 771 | $220,051 | $700,391.82 | $480,340.82 | 218.29% |
Bradley H. Owens LJI Wealth Management, LLC | 1,479 | $365,864.73 | $1.35M | $986,133.54 | 269.54% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,902 | $162,316.76 | $1.73M | $1.56M | 963.04% |
Annmarie Young KPP Advisory Services LLC | 1,945 | $356,576.66 | $1.78M | $1.42M | 398.63% |
Tony Macafee UniSuper Management Pty Ltd | 302,354 | $33.64M | $276.39M | $242.75M | 721.66% |
Lars Phillips RAM Investment Partners, LLC | 696 | $231,434.38 | $636,234.48 | $404,800.1 | 174.91% |
Thomas Healy PFW Advisors LLC | 251 | $283,127.25 | $229,494.32 | -$53,632.93 | -18.94% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 440 | $507,888 | $397,540 | -$110,348 | -21.73% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,413 | $477,367.93 | $1.35M | $869,489.54 | 182.14% |
Thomas Dobbins New Republic Capital, LLC | 2,559 | $1.02M | $2.34M | $1.32M | 130.14% |
Invesco LLC INVESCO, LLC | 193 | $222,778 | $176,427.09 | -$46,350.91 | -20.81% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 1,337 | $484,618.82 | $1.25M | $760,569.39 | 156.94% |
John Hayes LongView Wealth Management | 842 | $293,903.25 | $769,697.46 | $475,794.21 | 161.89% |
Andrew Halac Talon Private Wealth, LLC | 18,688 | $1.64M | $17.08M | $15.45M | 944.79% |
Norden Group LLC NORDEN GROUP LLC | 13,580 | $4.45M | $11.91M | $7.46M | 167.57% |
Andrew Agosta Prosperity Financial Group, Inc. | 488 | $563,294 | $465,156.72 | -$98,137.28 | -17.42% |
Bradley Harsch Strategic Advocates LLC | 13 | $4,865.01 | $11,883.69 | $7,018.68 | 144.27% |