| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 924 | $43,643.35 | $45,724.14 | $2,080.79 | 4.77% |
Alexandra Stickelman Root Financial Partners, LLC | 306 | $13,264.21 | $15,142.41 | $1,878.2 | 14.16% |
Staci Compagno Portside Wealth Group, LLC | 5,811 | $237,803.24 | $290,491.89 | $52,688.65 | 22.16% |
Courtney Holt Compound Planning, Inc. | 20,071 | $754,615.69 | $993,213.43 | $238,597.74 | 31.62% |
Nemes Rush Group LLC Nemes Rush Group LLC | 16 | $709 | $791.76 | $82.76 | 11.67% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,987 | $218,545 | $246,781.69 | $28,236.69 | 12.92% |
Chad Tobin Slagle Financial, LLC | 54,937 | $1.84M | $2.72M | $877,422.53 | 47.66% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 237,273 | $9.29M | $11.74M | $2.45M | 26.35% |
Tony Macafee UniSuper Management Pty Ltd | 61,500 | $1.98M | $3.04M | $1.05M | 53.11% |
Norden Group LLC NORDEN GROUP LLC | 32,138 | $1.27M | $1.59M | $321,875.25 | 25.43% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,119 | $766,139.12 | $909,754.99 | $143,615.87 | 18.75% |
Mathieu Cornu Pictet Asset Management Holding SA | 47,539 | $1.68M | $2.35M | $677,200.43 | 40.37% |
Marilou Davido WFA Asset Management Corp | 1,296 | $41,805.01 | $64,197.36 | $22,392.35 | 53.56% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 800 | $32,560 | $38,520 | $5,960 | 18.3% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 17,636 | $720,510.48 | $881,623.64 | $161,113.16 | 22.36% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,716 | $227,636.76 | $282,227.5 | $54,590.74 | 23.98% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5,422 | $237,579.36 | $267,711.25 | $30,131.89 | 12.68% |
Syon Capital LLC SYON CAPITAL LLC | 28,301 | $1.17M | $1.4M | $225,780.3 | 19.27% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,375 | $149,614 | $166,370.62 | $16,756.62 | 11.2% |
| AK Alisha Kamadia United Community Bank | 18,540 | $716,126.98 | $915,412.5 | $199,285.52 | 27.83% |