| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 4 | $1,155 | $1,350.62 | $195.62 | 16.94% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 2,372 | $505,208.33 | $800,917.66 | $295,709.33 | 58.53% |
Alexandra Stickelman Root Financial Partners, LLC | 1,084 | $265,970.68 | $366,018.02 | $100,047.34 | 37.62% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 10,613 | $2.55M | $3.58M | $1.04M | 40.79% |
Courtney Holt Compound Planning, Inc. | 3,097 | $818,132.22 | $1.05M | $227,585.31 | 27.82% |
Katherine Stoner Empower Advisory Group, LLC | 1,455 | $369,636.65 | $491,288.02 | $121,651.37 | 32.91% |
Nemes Rush Group LLC Nemes Rush Group LLC | 109 | $25,188.11 | $36,804.39 | $11,616.28 | 46.12% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 733 | $220,201 | $247,501.11 | $27,300.11 | 12.4% |
Shawn Scholz Impact Partnership Wealth, LLC | 762 | $220,063.74 | $257,293.11 | $37,229.37 | 16.92% |
Chad Tobin Slagle Financial, LLC | 1,357 | $320,726.41 | $458,197.83 | $137,471.42 | 42.86% |
John Shanley Aspect Partners, LLC | 35 | $8,430.59 | $11,498.9 | $3,068.31 | 36.39% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,295 | $320,119.99 | $437,179.05 | $117,059.06 | 36.57% |
Annmarie Young KPP Advisory Services LLC | 892 | $177,378.89 | $301,130.28 | $123,751.39 | 69.77% |
Tony Macafee UniSuper Management Pty Ltd | 19,172 | $4.64M | $6.47M | $1.83M | 39.51% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 1,072 | $252,833.35 | $361,966.16 | $109,132.81 | 43.16% |
Thomas Dobbins New Republic Capital, LLC | 20,215 | $4.71M | $6.82M | $2.12M | 44.94% |
John Hayes LongView Wealth Management | 2,183 | $507,937.23 | $742,569.28 | $234,632.05 | 46.19% |
Norden Group LLC NORDEN GROUP LLC | 1,947 | $523,951.94 | $657,287.73 | $133,335.79 | 25.45% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 6,097 | $1.65M | $1.99M | $341,990.36 | 20.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,672 | $4.58M | $5.67M | $1.09M | 23.82% |