| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 6,339 | $437,546.75 | $565,375.41 | $127,828.66 | 29.21% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 15,059 | $1.09M | $1.34M | $253,621.98 | 23.28% |
Staci Compagno Portside Wealth Group, LLC | 4,053 | $316,220.43 | $360,007.72 | $43,787.29 | 13.85% |
Courtney Holt Compound Planning, Inc. | 85,498 | $6.98M | $7.63M | $641,365.69 | 9.18% |
Katherine Stoner Empower Advisory Group, LLC | 2.11M | $153.22M | $188.06M | $34.83M | 22.74% |
Nemes Rush Group LLC Nemes Rush Group LLC | 4,296 | $361,297.94 | $383,160.24 | $21,862.3 | 6.05% |
Scott Kapusta First County Bank /CT/ | 4,566 | $389,930.78 | $407,241.54 | $17,310.76 | 4.44% |
Ian Wang Plato Investment Management Ltd | 2,170 | $201,667 | $193,542.3 | -$8,124.7 | -4.03% |
Chad Tobin Slagle Financial, LLC | 41,625 | $3.11M | $3.71M | $605,127.34 | 19.47% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 4,859 | $358,992.88 | $433,374.21 | $74,381.33 | 20.72% |
John Shanley Aspect Partners, LLC | 387 | $24,991.73 | $34,481.7 | $9,489.97 | 37.97% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 112,530 | $8.16M | $10.01M | $1.85M | 22.66% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,440 | $226,627 | $217,623.6 | -$9,003.4 | -3.97% |
Annmarie Young KPP Advisory Services LLC | 14,702 | $1.06M | $1.31M | $246,216.73 | 23.2% |
Tony Macafee UniSuper Management Pty Ltd | 1.08M | $85.02M | $96.01M | $10.98M | 12.92% |
Keith Henderson CULTIVAR CAPITAL, INC. | 2,405 | $223,350.85 | $214,501.95 | -$8,848.9 | -3.96% |
Thomas Healy PFW Advisors LLC | 31,399 | $1.84M | $2.8M | $961,549.63 | 52.39% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,169 | $242,322.62 | $282,643.11 | $40,320.49 | 16.64% |
Thomas Dobbins New Republic Capital, LLC | 6,022 | $438,287.76 | $535,596.68 | $97,308.92 | 22.2% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 4,320 | $287,748.36 | $384,220.8 | $96,472.44 | 33.53% |