| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 10 | $9,020.9 | $9,629.65 | $608.75 | 6.75% |
Gregory Bosch Strategies Wealth Advisors, LLC | 499 | $304,434.66 | $482,837.39 | $178,402.73 | 58.6% |
Brett Pohl Invera Wealth Advisors, LLC | 280 | $273,873.6 | $272,647.2 | -$1,226.4 | -0.45% |
Alexandra Stickelman Root Financial Partners, LLC | 289 | $249,630.64 | $279,110.42 | $29,479.78 | 11.81% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 160 | $153,320.62 | $155,416.8 | $2,096.18 | 1.37% |
Able Financial Group LLC ABLE Financial Group, LLC | 258 | $196,995.64 | $248,706.84 | $51,711.2 | 26.25% |
Benjamin J. Jones National Wealth Management Group, LLC | 266 | $201,576.25 | $256,639.46 | $55,063.21 | 27.32% |
Jorge Paganin Abacus Wealth Partners, LLC | 294 | $181,713.93 | $284,365.62 | $102,651.69 | 56.49% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 348 | $321,737.84 | $336,846.6 | $15,108.76 | 4.7% |
Staci Compagno Portside Wealth Group, LLC | 658 | $297,112.08 | $634,634.42 | $337,522.34 | 113.6% |
Courtney Holt Compound Planning, Inc. | 2,573 | $1.84M | $2.46M | $618,213.27 | 33.62% |
Katherine Stoner Empower Advisory Group, LLC | 1,429 | $991,754.06 | $1.38M | $385,787.65 | 38.9% |
Nemes Rush Group LLC Nemes Rush Group LLC | 47 | $35,464.95 | $44,623.21 | $9,158.26 | 25.82% |
Scott Kapusta First County Bank /CT/ | 301 | $91,842.3 | $292,258.96 | $200,416.66 | 218.22% |
Ian Wang Plato Investment Management Ltd | 3,575 | $2.09M | $3.45M | $1.36M | 64.93% |
John Shanley Aspect Partners, LLC | 4 | $2,998 | $3,871.46 | $873.46 | 29.13% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 80 | $41,180.09 | $76,940 | $35,759.91 | 86.84% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,892 | $3.75M | $7.51M | $3.76M | 100.18% |
Annmarie Young KPP Advisory Services LLC | 3,007 | $1.5M | $2.9M | $1.4M | 93.35% |
Tony Macafee UniSuper Management Pty Ltd | 13,910 | $9.58M | $13.43M | $3.84M | 40.11% |