| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 1,518 | $441,432.89 | $585,431.88 | $143,998.99 | 32.62% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,215 | $642,482.77 | $853,262.3 | $210,779.53 | 32.81% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,177 | $317,260.26 | $454,051.29 | $136,791.03 | 43.12% |
Staci Compagno Portside Wealth Group, LLC | 860 | $231,976.27 | $331,426.8 | $99,450.53 | 42.87% |
Courtney Holt Compound Planning, Inc. | 4,564 | $1.12M | $1.75M | $630,113.52 | 56.51% |
Katherine Stoner Empower Advisory Group, LLC | 2,871 | $699,256.18 | $1.11M | $407,155.44 | 58.23% |
Nemes Rush Group LLC Nemes Rush Group LLC | 209 | $39,889.36 | $79,010.36 | $39,121 | 98.07% |
Ian Wang Plato Investment Management Ltd | 10,260 | $2.89M | $3.95M | $1.07M | 36.95% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,611 | $2.18M | $2.55M | $365,305.07 | 16.74% |
John Shanley Aspect Partners, LLC | 25 | $6,929.67 | $9,704.75 | $2,775.08 | 40.05% |
Kure Advisory LLC Kure Advisory, LLC | 699 | $202,752 | $263,774.64 | $61,022.64 | 30.1% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,707 | $452,917.29 | $651,647.25 | $198,729.96 | 43.88% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,736 | $935,750.94 | $1.42M | $484,788.34 | 51.81% |
| MWS MFA Wealth Services MFA Wealth Services | 1,049 | $253,599.84 | $406,225.25 | $152,625.41 | 60.18% |
Tony Macafee UniSuper Management Pty Ltd | 23,973 | $6.07M | $9.27M | $3.2M | 52.64% |
Thomas Dobbins New Republic Capital, LLC | 784 | $230,831.68 | $301,738.08 | $70,906.4 | 30.72% |
Invesco LLC INVESCO, LLC | 2,100 | $437,783.84 | $801,675 | $363,891.16 | 83.12% |
Norden Group LLC NORDEN GROUP LLC | 2,276 | $721,043.57 | $882,587.28 | $161,543.71 | 22.4% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 8,971 | $2.51M | $3.46M | $946,084.63 | 37.68% |
| AA Andrew Alkon EntryPoint Capital, LLC | 1,574 | $454,234.75 | $613,073 | $158,838.25 | 34.97% |