| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JP Jorge Paganin Abacus Wealth Partners, LLC | 2,384 | $213,583 | $228,601.76 | $15,018.76 | 7.03% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 4,668 | $441,042.97 | $447,614.52 | $6,571.55 | 1.49% |
| SC Staci Compagno Portside Wealth Group, LLC | 36,061 | $3.31M | $3.46M | $151,992.92 | 4.6% |
| CH Courtney Holt Compound Planning, Inc. | 23,415 | $2.07M | $2.25M | $176,817.51 | 8.55% |
| KS Katherine Stoner Empower Advisory Group, LLC | 1.24M | $121.35M | $118.48M | -$2.87M | -2.37% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 4,963 | $513,403.78 | $475,902.07 | -$37,501.71 | -7.3% |
| AN Andrew Nall PMV Capital Advisers, LLC | 336 | $30,660.24 | $32,219.04 | $1,558.8 | 5.08% |
| NRG Nemes Rush Group LLC Nemes Rush Group LLC | 29,910 | $2.86M | $2.87M | $8,857.1 | 0.31% |
| EWM ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 3,054 | $257,494.95 | $292,848.06 | $35,353.11 | 13.73% |
| JS John Shanley Aspect Partners, LLC | 448 | $42,792.45 | $42,958.72 | $166.27 | 0.39% |
| JB Jane Bortnem Cherry Tree Wealth Management, LLC | 106 | $10,459.78 | $10,164.34 | -$295.44 | -2.82% |
| DB Driton Bilali Ilex Capital Partners (UK) LLP | 270,262 | $22.76M | $25.92M | $3.16M | 13.87% |
| KV KATHLEEN VANORMER UNION SAVINGS BANK | 1,690 | $169,579.68 | $162,054.1 | -$7,525.58 | -4.44% |
| HM Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 16,972 | $1.63M | $1.63M | -$5,883.97 | -0.36% |
| AW Andrew Wiener Samjo Management, LLC | 21,330 | $1.95M | $2.05M | $92,819.19 | 4.75% |
| RS Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,532 | $1.23M | $1.2M | -$28,742.68 | -2.34% |
| TM Tony Macafee UniSuper Management Pty Ltd | 144,233 | $12.97M | $13.83M | $860,272.76 | 6.63% |
| LP Lars Phillips RAM Investment Partners, LLC | 4,441 | $410,483.93 | $425,847.49 | $15,363.56 | 3.74% |
| TD Thomas Dobbins New Republic Capital, LLC | 4,488 | $401,645.61 | $430,354.32 | $28,708.71 | 7.15% |
| JH John Hayes LongView Wealth Management | 3,934 | $361,647.21 | $377,231.26 | $15,584.05 | 4.31% |