| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Kapusta First County Bank /CT/ | 2,474 | $380,830.91 | $437,551.64 | $56,720.73 | 14.89% |
Ian Wang Plato Investment Management Ltd | 24,982 | $4.12M | $4.31M | $193,646.89 | 4.7% |
Shawn Scholz Impact Partnership Wealth, LLC | 5,243 | $770,592.91 | $905,046.66 | $134,453.75 | 17.45% |
Chad Tobin Slagle Financial, LLC | 1,228 | $226,868 | $211,977.36 | -$14,890.64 | -6.56% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 1,370 | $231,967.47 | $241,654.3 | $9,686.83 | 4.18% |
John Shanley Aspect Partners, LLC | 107 | $17,685.86 | $18,718.58 | $1,032.72 | 5.84% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 223 | $33,961.91 | $39,783.2 | $5,821.29 | 17.14% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 22,549 | $3.49M | $3.97M | $471,788.33 | 13.5% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,325 | $244,847 | $233,412 | -$11,435 | -4.67% |
Annmarie Young KPP Advisory Services LLC | 4,545 | $689,507.09 | $784,557.9 | $95,050.81 | 13.79% |
| MWS MFA Wealth Services MFA Wealth Services | 2,038 | $315,590.83 | $351,799.56 | $36,208.73 | 11.47% |
Tony Macafee UniSuper Management Pty Ltd | 223,850 | $37.27M | $38.64M | $1.38M | 3.69% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 18,047 | $3.07M | $3.18M | $114,906.5 | 3.74% |
Thomas Dobbins New Republic Capital, LLC | 3,749 | $640,247.17 | $647,152.38 | $6,905.21 | 1.08% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,138 | $317,409.32 | $369,061.56 | $51,652.24 | 16.27% |
Andrew Halac Talon Private Wealth, LLC | 14,498 | $2.3M | $2.5M | $205,730.78 | 8.96% |
Norden Group LLC NORDEN GROUP LLC | 14,783 | $1.9M | $2.59M | $685,636.44 | 36.01% |
Robert Green LECAP ASSET MANAGEMENT LTD | 7,832 | $1.45M | $1.35M | -$95,315.16 | -6.59% |
Berkeley Harrison Sterling Financial Group, Inc. | 1,252 | $199,393.17 | $222,111.06 | $22,717.89 | 11.39% |
Andrew Agosta Prosperity Financial Group, Inc. | 2,996 | $553,631 | $517,169.52 | -$36,461.48 | -6.59% |