| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 4,592 | $266,561.78 | $298,916.24 | $32,354.46 | 12.14% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,919 | $265,217.13 | $320,202.3 | $54,985.17 | 20.73% |
Staci Compagno Portside Wealth Group, LLC | 8,990 | $532,221.5 | $590,148.55 | $57,927.05 | 10.88% |
Courtney Holt Compound Planning, Inc. | 12,261 | $722,014.69 | $798,129.79 | $76,115.1 | 10.54% |
Nemes Rush Group LLC Nemes Rush Group LLC | 43 | $2,445.58 | $2,799.08 | $353.5 | 14.45% |
Ian Wang Plato Investment Management Ltd | 12,965 | $796,256.29 | $843,956.67 | $47,700.38 | 5.99% |
Chad Tobin Slagle Financial, LLC | 57,983 | $3.35M | $3.77M | $423,226.75 | 12.63% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 5,332 | $318,800 | $347,086.54 | $28,286.54 | 8.87% |
John Shanley Aspect Partners, LLC | 86 | $5,227.47 | $5,440.36 | $212.89 | 4.07% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,597 | $95,485.78 | $103,940.74 | $8,454.96 | 8.85% |
Nancy Smetek Arcataur Capital Management LLC | 8,236 | $478,117.99 | $536,122.42 | $58,004.43 | 12.13% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,881 | $681,699.65 | $773,274.88 | $91,575.23 | 13.43% |
| MWS MFA Wealth Services MFA Wealth Services | 9,978 | $549,590.17 | $649,517.91 | $99,927.74 | 18.18% |
Tony Macafee UniSuper Management Pty Ltd | 271,164 | $15.52M | $17.65M | $2.13M | 13.7% |
Thomas Healy PFW Advisors LLC | 13,446 | $922,398.8 | $880,107.93 | -$42,290.87 | -4.58% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 36,423 | $2.16M | $2.33M | $168,531.55 | 7.8% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 14,524 | $836,713.34 | $945,439.78 | $108,726.44 | 12.99% |
John Hayes LongView Wealth Management | 16,938 | $962,760.42 | $1.11M | $150,235.56 | 15.6% |
Norden Group LLC NORDEN GROUP LLC | 7,174 | $414,888.85 | $466,919.79 | $52,030.94 | 12.54% |
Elliot Kallen Prosperity Wealth Management, Inc. | 3,975 | $251,973.84 | $258,712.87 | $6,739.03 | 2.67% |