| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eugene Donato KENNEDY INVESTMENT GROUP | 10,501 | $789,545.1 | $1M | $213,615.43 | 27.06% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 7,343 | $680,206.89 | $701,880.65 | $21,673.76 | 3.19% |
Courtney Holt Compound Planning, Inc. | 23,390 | $2.14M | $2.24M | $98,649.77 | 4.62% |
Katherine Stoner Empower Advisory Group, LLC | 1.58M | $116.08M | $151.34M | $35.26M | 30.38% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,306 | $113,244.27 | $124,834.01 | $11,589.74 | 10.23% |
Scott Kapusta First County Bank /CT/ | 9,656 | $688,168.08 | $922,968.76 | $234,800.68 | 34.12% |
Chad Tobin Slagle Financial, LLC | 34,803 | $3.1M | $3.33M | $230,775.72 | 7.45% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 7,745 | $544,077.03 | $740,305.82 | $196,228.79 | 36.07% |
John Shanley Aspect Partners, LLC | 129 | $11,857.52 | $12,393.03 | $535.51 | 4.52% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 91 | $8,367.71 | $8,687.31 | $319.6 | 3.82% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,952 | $195,239.49 | $282,166.92 | $86,927.43 | 44.52% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 71,755 | $6.55M | $6.85M | $297,969.19 | 4.55% |
Annmarie Young KPP Advisory Services LLC | 10,695 | $763,741.63 | $1.02M | $257,256.54 | 33.68% |
Tony Macafee UniSuper Management Pty Ltd | 86,987 | $6.96M | $8.3M | $1.34M | 19.27% |
Keith Henderson CULTIVAR CAPITAL, INC. | 3,036 | $279,651.34 | $290,196.06 | $10,544.72 | 3.77% |
Thomas Healy PFW Advisors LLC | 6,033 | $383,777.8 | $576,724.63 | $192,946.83 | 50.28% |
Alisha Arvold Christopher J. Hasenberg, Inc | 32 | $2,938 | $3,046.72 | $108.72 | 3.7% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2,416 | $222,224.28 | $230,027.36 | $7,803.08 | 3.51% |
Thomas Dobbins New Republic Capital, LLC | 5,330 | $413,134.59 | $508,828.45 | $95,693.86 | 23.16% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,743 | $212,774.52 | $261,860.49 | $49,085.97 | 23.07% |