| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 1,208 | $193,666.45 | $400,850.63 | $207,184.18 | 106.98% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,720 | $586,554 | $570,747.58 | -$15,806.42 | -2.69% |
Staci Compagno Portside Wealth Group, LLC | 3,219 | $630,984.42 | $1.07M | $437,176.32 | 69.28% |
Courtney Holt Compound Planning, Inc. | 19,588 | $3.28M | $6.5M | $3.22M | 97.96% |
Katherine Stoner Empower Advisory Group, LLC | 61,291 | $11.77M | $23.72M | $11.95M | 101.55% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,155 | $393,878.09 | $444,721.2 | $50,843.11 | 12.91% |
Nemes Rush Group LLC Nemes Rush Group LLC | 11,937 | $2.3M | $4.59M | $2.29M | 99.48% |
Scott Kapusta First County Bank /CT/ | 9,937 | $1.23M | $3.3M | $2.07M | 168.15% |
Ian Wang Plato Investment Management Ltd | 15,417 | $2.88M | $5.61M | $2.73M | 94.87% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,577 | $602,203.45 | $855,125.88 | $252,922.43 | 42% |
John Shanley Aspect Partners, LLC | 319 | $48,537.64 | $105,853.77 | $57,316.13 | 118.09% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 6 | $766.72 | $1,990.98 | $1,224.26 | 159.67% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,224 | $1.57M | $3.06M | $1.49M | 95.41% |
Annmarie Young KPP Advisory Services LLC | 10,287 | $1.85M | $3.41M | $1.57M | 84.95% |
| MWS MFA Wealth Services MFA Wealth Services | 1,063 | $362,611 | $352,735.28 | -$9,875.72 | -2.72% |
Tony Macafee UniSuper Management Pty Ltd | 142,183 | $25.03M | $54.64M | $29.61M | 118.33% |
Alisha Arvold Christopher J. Hasenberg, Inc | 62 | $11,009.03 | $20,573.46 | $9,564.43 | 86.88% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,745 | $359,851.11 | $579,043.33 | $219,192.22 | 60.91% |
Thomas Dobbins New Republic Capital, LLC | 2,868 | $667,884.55 | $1.07M | $398,261.73 | 59.63% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 3,391 | $499,969.04 | $1.13M | $625,266.46 | 125.06% |