| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 4.27M | $81.77M | $93.13M | $11.36M | 13.9% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 12,621 | $248,892.12 | $279,050.31 | $30,158.19 | 12.12% |
Andrew Nall PMV Capital Advisers, LLC | 23 | $671 | $501.63 | -$169.37 | -25.24% |
Nemes Rush Group LLC Nemes Rush Group LLC | 7,757 | $216,090.62 | $169,180.17 | -$46,910.45 | -21.71% |
Scott Kapusta First County Bank /CT/ | 16,186 | $285,056.06 | $357,872.46 | $72,816.4 | 25.54% |
Ian Wang Plato Investment Management Ltd | 193,587 | $4.07M | $4.22M | $148,153.97 | 3.64% |
Chad Tobin Slagle Financial, LLC | 19,878 | $355,171.84 | $439,502.58 | $84,330.74 | 23.74% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 9,990 | $164,910.25 | $220,878.9 | $55,968.65 | 33.94% |
John Shanley Aspect Partners, LLC | 452 | $10,692.16 | $9,858.12 | -$834.04 | -7.8% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,905 | $30,384.83 | $41,881.42 | $11,496.59 | 37.84% |
Driton Bilali Ilex Capital Partners (UK) LLP | 1.89M | $50.66M | $41.83M | -$8.83M | -17.43% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 54,868 | $875,141.06 | $1.2M | $321,530.02 | 36.74% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 83,228 | $2.25M | $1.83M | -$422,887.88 | -18.77% |
Annmarie Young KPP Advisory Services LLC | 132,860 | $2.12M | $2.9M | $772,989.17 | 36.38% |
Tony Macafee UniSuper Management Pty Ltd | 3.05M | $74.19M | $66.96M | -$7.23M | -9.75% |
Lars Phillips RAM Investment Partners, LLC | 10,393 | $296,627.8 | $225,632.03 | -$70,995.77 | -23.93% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 8,324 | $242,316 | $183,003.14 | -$59,312.86 | -24.48% |
Alisha Arvold Christopher J. Hasenberg, Inc | 722 | $15,783 | $15,873.17 | $90.17 | 0.57% |
Thomas Dobbins New Republic Capital, LLC | 13,388 | $335,398.51 | $294,335.18 | -$41,063.33 | -12.24% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 17,704 | $326,490.25 | $386,124.24 | $59,633.99 | 18.27% |