| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 206 | $44,515.05 | $26,753.22 | -$17,761.83 | -39.9% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 367 | $41,049.72 | $47,662.29 | $6,612.57 | 16.11% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 6,951 | $1.05M | $902,726.37 | -$152,063.88 | -14.42% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,824 | $383,136.42 | $236,882.88 | -$146,253.54 | -38.17% |
Nancy Smetek Arcataur Capital Management LLC | 5,187 | $619,810.46 | $673,635.69 | $53,825.23 | 8.68% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 29,634 | $5.02M | $3.85M | -$1.17M | -23.27% |
Bradley H. Owens LJI Wealth Management, LLC | 6,288 | $996,387.64 | $816,622.56 | -$179,765.08 | -18.04% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 3,607 | $458,527.03 | $468,441.09 | $9,914.06 | 2.16% |
Annmarie Young KPP Advisory Services LLC | 8,587 | $1.33M | $1.12M | -$218,052.87 | -16.36% |
| MWS MFA Wealth Services MFA Wealth Services | 5,128 | $837,800.87 | $665,973.36 | -$171,827.51 | -20.51% |
Tony Macafee UniSuper Management Pty Ltd | 298,340 | $52.83M | $44.91M | -$7.92M | -15% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 11,142 | $1.33M | $1.45M | $119,968.03 | 9.04% |
Lars Phillips RAM Investment Partners, LLC | 19,275 | $3.61M | $2.5M | -$1.11M | -30.7% |
Alisha Arvold Christopher J. Hasenberg, Inc | 2,561 | $270,006 | $332,597.07 | $62,591.07 | 23.18% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,602 | $234,773 | $208,051.74 | -$26,721.26 | -11.38% |
Thomas Dobbins New Republic Capital, LLC | 6,034 | $975,230.23 | $909,384.2 | -$65,846.03 | -6.75% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 12,615 | $1.33M | $1.64M | $308,310.68 | 23.18% |
Invesco LLC INVESCO, LLC | 105,398 | $12.81M | $13.69M | $875,363.48 | 6.83% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 5,498 | $598,375.29 | $714,025.26 | $115,649.97 | 19.33% |
Andrew Halac Talon Private Wealth, LLC | 4,254 | $645,799.44 | $552,466.98 | -$93,332.46 | -14.45% |