| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brett Pohl Invera Wealth Advisors, LLC | 18,065 | $2.23M | $2.65M | $414,953.05 | 18.6% |
Alexandra Stickelman Root Financial Partners, LLC | 4,876 | $687,642.65 | $717,259.6 | $29,616.95 | 4.31% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 1,672 | $210,734.05 | $243,643.84 | $32,909.79 | 15.62% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,899 | $413,613.45 | $426,500.88 | $12,887.43 | 3.12% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,990 | $305,683.82 | $292,987.7 | -$12,696.12 | -4.15% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 5,149 | $633,259.95 | $757,958.54 | $124,698.59 | 19.69% |
Staci Compagno Portside Wealth Group, LLC | 3,704 | $479,477.33 | $545,062.12 | $65,584.79 | 13.68% |
Courtney Holt Compound Planning, Inc. | 30,991 | $4.21M | $4.48M | $263,122.54 | 6.24% |
William P Fox Hudson Canyon Capital Management | 18,767 | $1.26M | $2.7M | $1.45M | 115.05% |
Katherine Stoner Empower Advisory Group, LLC | 139,590 | $12.76M | $20.51M | $7.75M | 60.72% |
Nemes Rush Group LLC Nemes Rush Group LLC | 44,098 | $4.36M | $6.38M | $2.02M | 46.42% |
Scott Kapusta First County Bank /CT/ | 3,583 | $284,617.99 | $524,192.9 | $239,574.91 | 84.17% |
Ian Wang Plato Investment Management Ltd | 41,576 | $4.68M | $6.12M | $1.43M | 30.61% |
Chad Tobin Slagle Financial, LLC | 38,589 | $5.85M | $5.62M | -$223,081.92 | -3.82% |
John Shanley Aspect Partners, LLC | 293 | $30,964.61 | $43,037.3 | $12,072.69 | 38.99% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,784 | $1.85M | $2.13M | $286,309.91 | 15.49% |
Annmarie Young KPP Advisory Services LLC | 4,376 | $632,753.61 | $643,622.08 | $10,868.47 | 1.72% |
Tony Macafee UniSuper Management Pty Ltd | 175,557 | $24.12M | $25.8M | $1.67M | 6.93% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,538 | $233,007 | $226,201.35 | -$6,805.65 | -2.92% |
Thomas Dobbins New Republic Capital, LLC | 5,772 | $838,299.39 | $849,061.2 | $10,761.81 | 1.28% |