| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 5,771 | $553,749.47 | $559,873.56 | $6,124.09 | 1.11% |
Staci Compagno Portside Wealth Group, LLC | 34,391 | $3.15M | $3.32M | $173,522.14 | 5.51% |
Courtney Holt Compound Planning, Inc. | 21,513 | $1.89M | $2.11M | $211,930.3 | 11.19% |
Katherine Stoner Empower Advisory Group, LLC | 1.26M | $123.52M | $121.53M | -$1.99M | -1.61% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 5,099 | $526,346.12 | $497,254.48 | -$29,091.64 | -5.53% |
Andrew Nall PMV Capital Advisers, LLC | 411 | $38,324.48 | $39,924.54 | $1,600.06 | 4.18% |
Nemes Rush Group LLC Nemes Rush Group LLC | 30,550 | $2.92M | $2.97M | $49,098.61 | 1.68% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,669 | $225,076.2 | $258,546.03 | $33,469.83 | 14.87% |
Scott Kapusta First County Bank /CT/ | 3,155 | $284,585.57 | $305,309.35 | $20,723.78 | 7.28% |
Ian Wang Plato Investment Management Ltd | 15,823 | $1.46M | $1.53M | $67,413.12 | 4.61% |
Chad Tobin Slagle Financial, LLC | 39,460 | $4.03M | $3.87M | -$161,214.7 | -4% |
John Shanley Aspect Partners, LLC | 422 | $40,296.73 | $40,834.83 | $538.1 | 1.34% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 106 | $10,459.78 | $10,396.48 | -$63.3 | -0.61% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 17,366 | $1.67M | $1.68M | $17,345.59 | 1.04% |
Andrew Wiener Samjo Management, LLC | 21,330 | $1.95M | $2.07M | $117,561.99 | 6.02% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,392 | $1.02M | $1.01M | -$11,629.44 | -1.14% |
Bradley H. Owens LJI Wealth Management, LLC | 2,162 | $193,700.82 | $210,501.83 | $16,801.01 | 8.67% |
Tony Macafee UniSuper Management Pty Ltd | 180,857 | $16.71M | $17.51M | $797,738.53 | 4.77% |
Lars Phillips RAM Investment Partners, LLC | 4,100 | $377,245.99 | $402,230.5 | $24,984.51 | 6.62% |
Thomas Dobbins New Republic Capital, LLC | 4,707 | $427,667.8 | $456,531.93 | $28,864.13 | 6.75% |