| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eric J. Kemnitz Polymer Capital Management USS) LLC | 13,674 | $844,063.93 | $857,906.76 | $13,842.83 | 1.64% |
Michael Yoder Yoder Wealth Management Inc. | 5,809 | $360,975.16 | $371,020.83 | $10,045.67 | 2.78% |
Jacqueline Washburn Vawter Financial Ltd. | 10,880 | $661,392.54 | $694,905.6 | $33,513.06 | 5.07% |
Jacob Going Alpine Bank Wealth Management | 165 | $10,223 | $10,314.15 | $91.15 | 0.89% |
| CWL Channel Wealth LLC Channel Wealth LLC | 6,485 | $374,505.04 | $414,196.95 | $39,691.91 | 10.6% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 26 | $1,466 | $1,660.62 | $194.62 | 13.28% |
Brett Pohl Invera Wealth Advisors, LLC | 7,745 | $436,949 | $494,673.15 | $57,724.15 | 13.21% |
Alexandra Stickelman Root Financial Partners, LLC | 4,571 | $265,352.06 | $291,949.77 | $26,597.71 | 10.02% |
Staci Compagno Portside Wealth Group, LLC | 9,239 | $547,648.86 | $590,094.93 | $42,446.07 | 7.75% |
Courtney Holt Compound Planning, Inc. | 9,682 | $564,226.41 | $618,389.34 | $54,162.93 | 9.6% |
Nemes Rush Group LLC Nemes Rush Group LLC | 43 | $2,445.58 | $2,697.82 | $252.24 | 10.31% |
Ian Wang Plato Investment Management Ltd | 38,730 | $2.38M | $2.42M | $37,670.6 | 1.58% |
Chad Tobin Slagle Financial, LLC | 60,436 | $3.5M | $3.86M | $356,881.7 | 10.19% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 5,332 | $318,800 | $340,554.84 | $21,754.84 | 6.82% |
John Shanley Aspect Partners, LLC | 210 | $12,910.15 | $13,412.7 | $502.55 | 3.89% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,597 | $95,485.78 | $102,000.39 | $6,514.61 | 6.82% |
Nancy Smetek Arcataur Capital Management LLC | 8,343 | $484,748.09 | $532,867.41 | $48,119.32 | 9.93% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,088 | $756,485.97 | $835,930.56 | $79,444.59 | 10.5% |
| MWS MFA Wealth Services MFA Wealth Services | 10,582 | $587,014.26 | $675,872.34 | $88,858.08 | 15.14% |
Tony Macafee UniSuper Management Pty Ltd | 217,348 | $12.3M | $13.64M | $1.33M | 10.83% |