| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ian Wang Plato Investment Management Ltd | 119,014 | $7.82M | $8.82M | $1M | 12.79% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 12,200 | $537,397.8 | $874,862 | $337,464.2 | 62.8% |
John Shanley Aspect Partners, LLC | 957 | $70,771.24 | $68,626.47 | -$2,144.77 | -3.03% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,390 | $65,485.94 | $99,676.9 | $34,190.96 | 52.21% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 55,071 | $3.09M | $3.95M | $854,149.11 | 27.6% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 3,511 | $356,870.24 | $251,773.81 | -$105,096.43 | -29.45% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 61,804 | $4.66M | $4.43M | -$232,560.05 | -4.99% |
Bradley H. Owens LJI Wealth Management, LLC | 9,947 | $454,955.99 | $713,299.37 | $258,343.38 | 56.78% |
Annmarie Young KPP Advisory Services LLC | 3,806 | $373,566.75 | $272,928.26 | -$100,638.49 | -26.94% |
Tony Macafee UniSuper Management Pty Ltd | 1.68M | $106.84M | $120.64M | $13.8M | 12.92% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 2,130 | $189,846.9 | $152,742.3 | -$37,104.6 | -19.54% |
Lars Phillips RAM Investment Partners, LLC | 5,824 | $395,610.44 | $417,639.04 | $22,028.6 | 5.57% |
Thomas Healy PFW Advisors LLC | 3,471 | $230,917.02 | $248,905.41 | $17,988.39 | 7.79% |
Thomas Dobbins New Republic Capital, LLC | 11,609 | $1.09M | $832,481.39 | -$255,978.5 | -23.52% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 3,072 | $392,479.33 | $220,293.12 | -$172,186.21 | -43.87% |
Invesco LLC INVESCO, LLC | 14,792 | $773,043.14 | $1.06M | $287,691.18 | 37.22% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 10,530 | $1.39M | $755,106.3 | -$636,116.11 | -45.72% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 34,820 | $1.88M | $2.5M | $618,626.06 | 32.94% |
Norden Group LLC NORDEN GROUP LLC | 68,939 | $5.12M | $4.94M | -$178,261.23 | -3.48% |
Bradley Harsch Strategic Advocates LLC | 1,228 | $115,161.83 | $88,059.88 | -$27,101.95 | -23.53% |