| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nemes Rush Group LLC Nemes Rush Group LLC | 45,306 | $2.12M | $3.29M | $1.18M | 55.66% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 5,445 | $589,634.61 | $384,253.65 | -$205,380.96 | -34.83% |
Scott Kapusta First County Bank /CT/ | 4,716 | $328,139 | $332,289.36 | $4,150.36 | 1.26% |
Ian Wang Plato Investment Management Ltd | 119,014 | $7.82M | $8.4M | $577,816.57 | 7.39% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 12,200 | $537,397.8 | $887,367 | $349,969.2 | 65.12% |
John Shanley Aspect Partners, LLC | 957 | $70,771.24 | $69,363.36 | -$1,407.88 | -1.99% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,390 | $65,485.94 | $100,927.9 | $35,441.96 | 54.12% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 55,071 | $3.09M | $3.89M | $791,368.17 | 25.57% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 3,511 | $356,870.24 | $247,771.27 | -$109,098.97 | -30.57% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 61,804 | $4.66M | $4.51M | -$157,468.19 | -3.38% |
Bradley H. Owens LJI Wealth Management, LLC | 9,947 | $454,955.99 | $701,959.79 | $247,003.8 | 54.29% |
Annmarie Young KPP Advisory Services LLC | 3,806 | $373,566.75 | $268,589.42 | -$104,977.33 | -28.1% |
Tony Macafee UniSuper Management Pty Ltd | 1.96M | $126.71M | $138.36M | $11.65M | 9.19% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 2,130 | $189,846.9 | $154,978.8 | -$34,868.1 | -18.37% |
Lars Phillips RAM Investment Partners, LLC | 5,824 | $395,610.44 | $410,999.68 | $15,389.24 | 3.89% |
Thomas Healy PFW Advisors LLC | 3,683 | $245,667.97 | $259,946.14 | $14,278.17 | 5.81% |
Thomas Dobbins New Republic Capital, LLC | 11,609 | $1.09M | $819,247.13 | -$269,212.76 | -24.73% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 3,072 | $392,479.33 | $216,791.04 | -$175,688.29 | -44.76% |
Invesco LLC INVESCO, LLC | 14,792 | $773,043.14 | $1.04M | $270,828.3 | 35.03% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 10,530 | $1.39M | $764,635.95 | -$626,586.46 | -45.04% |