| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 22,443 | $7.98M | $8.72M | $738,426.88 | 9.25% |
| MRC Martin R. Curiel MYECFO, LLC | 1,605 | $276,432.18 | $623,831.4 | $347,399.22 | 125.67% |
Kure Advisory LLC Kure Advisory, LLC | 699 | $311,708.83 | $271,687.32 | -$40,021.51 | -12.84% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 3,586 | $1.22M | $1.39M | $173,799.85 | 14.25% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 5,375 | $1.34M | $2.09M | $747,913.29 | 55.76% |
Nancy Smetek Arcataur Capital Management LLC | 1,040 | $276,476.17 | $404,227.2 | $127,751.03 | 46.21% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 36,865 | $11.46M | $14.33M | $2.87M | 25.06% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 693 | $220,519.82 | $269,355.24 | $48,835.42 | 22.15% |
Bradley H. Owens LJI Wealth Management, LLC | 2,259 | $529,502.81 | $878,547.69 | $349,044.88 | 65.92% |
Annmarie Young KPP Advisory Services LLC | 30,565 | $8.78M | $11.89M | $3.11M | 35.46% |
Tony Macafee UniSuper Management Pty Ltd | 282,370 | $117.19M | $109.82M | -$7.37M | -6.29% |
Keith Henderson CULTIVAR CAPITAL, INC. | 579 | $184,288.62 | $225,045.72 | $40,757.1 | 22.12% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 2,555 | $667,754.14 | $993,077.4 | $325,323.26 | 48.72% |
Lars Phillips RAM Investment Partners, LLC | 4,734 | $1.09M | $1.84M | $756,080.23 | 69.68% |
Thomas Healy PFW Advisors LLC | 2,036 | $362,890.47 | $794,813.88 | $431,923.41 | 119.02% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 1,127 | $381,357.13 | $438,042.36 | $56,685.23 | 14.86% |
Alisha Arvold Christopher J. Hasenberg, Inc | 14 | $3,202.43 | $5,543.78 | $2,341.35 | 73.11% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 874 | $237,546 | $346,090.37 | $108,544.37 | 45.69% |
Thomas Dobbins New Republic Capital, LLC | 4,237 | $1.9M | $1.65M | -$256,882.21 | -13.49% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,137 | $705,074.59 | $831,100.67 | $126,026.08 | 17.87% |