| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KLM Kate L. Miller STAR Financial Bank | 753 | $203,973 | $242,443.41 | $38,470.41 | 18.86% |
Ashley Buboltz Moran Wealth Management LLC | 3,952 | $1.04M | $1.27M | $230,994.39 | 22.18% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 18 | $4,808 | $5,783.94 | $975.94 | 20.3% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 40 | $12,484.7 | $12,923 | $438.3 | 3.51% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,418 | $868,611.3 | $781,195.37 | -$87,415.93 | -10.06% |
Kevin Kroskey True Wealth Design LLC | 41 | $11,846.18 | $12,901.88 | $1,055.7 | 8.91% |
Jill Batley Gateway Wealth Partners LLC | 1,236 | $334,871 | $399,320.71 | $64,449.71 | 19.25% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 16,102 | $4.63M | $5.18M | $551,471.39 | 11.91% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 2,359 | $663,215.65 | $758,925.68 | $95,710.03 | 14.43% |
| PIL PFG Investments LLC PFG Investments LLC | 1,437 | $427,052.69 | $461,463.81 | $34,411.12 | 8.06% |
| MY Michael Yoder Yoder Wealth Management Inc. | 1,054 | $305,786.57 | $339,087.61 | $33,301.04 | 10.89% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 2,505 | $764,218.64 | $804,430.65 | $40,212.01 | 5.26% |
Alexandra Stickelman Root Financial Partners, LLC | 72 | $19,754.88 | $23,121.36 | $3,366.48 | 17.04% |
Courtney Holt Compound Planning, Inc. | 1,047 | $326,775.57 | $336,223.11 | $9,447.54 | 2.89% |
Ian Wang Plato Investment Management Ltd | 5,458 | $1.59M | $1.75M | $159,904.01 | 10.04% |
Shawn Scholz Impact Partnership Wealth, LLC | 778 | $224,072.28 | $249,839.14 | $25,766.86 | 11.5% |
John Shanley Aspect Partners, LLC | 16 | $4,694.77 | $5,034.88 | $340.11 | 7.24% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 780 | $233,136.35 | $250,411.21 | $17,274.86 | 7.41% |
Tony Macafee UniSuper Management Pty Ltd | 47,535 | $13.87M | $15.26M | $1.39M | 10% |
Norden Group LLC NORDEN GROUP LLC | 1,708 | $494,506.77 | $548,336.34 | $53,829.57 | 10.89% |