| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 92,057 | $1.76M | $2.17M | $406,212.73 | 23.03% |
Courtney Holt Compound Planning, Inc. | 162,004 | $4.56M | $3.81M | -$747,469.2 | -16.41% |
Katherine Stoner Empower Advisory Group, LLC | 3.95M | $75.56M | $93.08M | $17.52M | 23.19% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 12,204 | $242,811.64 | $285,939.72 | $43,128.08 | 17.76% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,209 | $64,038.79 | $52,298.07 | -$11,740.72 | -18.33% |
Scott Kapusta First County Bank /CT/ | 11,423 | $198,489.9 | $269,868.37 | $71,378.47 | 35.96% |
Ian Wang Plato Investment Management Ltd | 265,822 | $5.56M | $6.27M | $706,234.49 | 12.7% |
Chad Tobin Slagle Financial, LLC | 19,880 | $355,213.24 | $470,360.8 | $115,147.56 | 32.42% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 9,990 | $164,910.25 | $235,014.75 | $70,104.5 | 42.51% |
John Shanley Aspect Partners, LLC | 452 | $10,692.16 | $10,671.72 | -$20.44 | -0.19% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,708 | $27,242.67 | $40,138 | $12,895.33 | 47.34% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 54,429 | $868,139.03 | $1.29M | $420,467.54 | 48.43% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 96,230 | $2.52M | $2.27M | -$252,693.33 | -10.02% |
Jeremy Sorci Premier Financial Group | 2,014 | $41,690 | $47,832.5 | $6,142.5 | 14.73% |
Annmarie Young KPP Advisory Services LLC | 128,238 | $2.06M | $3.03M | $976,281.51 | 47.5% |
Tony Macafee UniSuper Management Pty Ltd | 3.62M | $86.04M | $85.46M | -$583,110.17 | -0.68% |
Keith Henderson CULTIVAR CAPITAL, INC. | 9,242 | $225,505 | $219,497.5 | -$6,007.5 | -2.66% |
Alisha Arvold Christopher J. Hasenberg, Inc | 722 | $15,783 | $17,147.5 | $1,364.5 | 8.65% |
Thomas Dobbins New Republic Capital, LLC | 10,467 | $268,887.34 | $247,387.54 | -$21,499.8 | -8% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 22,318 | $422,000.13 | $527,262.75 | $105,262.62 | 24.94% |