| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ian Wang Plato Investment Management Ltd | 64,537 | $13.05M | $22.7M | $9.64M | 73.87% |
Shawn Scholz Impact Partnership Wealth, LLC | 9,802 | $3.32M | $3.46M | $139,588.5 | 4.2% |
Chad Tobin Slagle Financial, LLC | 1,232 | $425,206.54 | $451,170.72 | $25,964.18 | 6.11% |
John Shanley Aspect Partners, LLC | 268 | $76,151.04 | $94,896.12 | $18,745.08 | 24.62% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 955 | $429,482.88 | $346,130.2 | -$83,352.68 | -19.41% |
| DT Derek Tinnin Altiora Financial Group, LLC | 5,795 | $1.82M | $2.11M | $290,226.12 | 15.98% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 22,462 | $7.99M | $8.11M | $121,463.01 | 1.52% |
| MRC Martin R. Curiel MYECFO, LLC | 1,609 | $278,114.58 | $577,952.8 | $299,838.22 | 107.81% |
Kure Advisory LLC Kure Advisory, LLC | 592 | $264,123.89 | $213,300.56 | -$50,823.33 | -19.24% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 3,149 | $1.11M | $1.16M | $56,228.04 | 5.09% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 2,325 | $806,820.7 | $842,673 | $35,852.3 | 4.44% |
Nancy Smetek Arcataur Capital Management LLC | 1,040 | $276,476.17 | $377,280.8 | $100,804.63 | 36.46% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 40,401 | $12.95M | $14.56M | $1.61M | 12.43% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 687 | $218,613.86 | $249,697.02 | $31,083.16 | 14.22% |
Bradley H. Owens LJI Wealth Management, LLC | 2,095 | $497,050.49 | $753,763.4 | $256,712.91 | 51.65% |
Carrie Miller Trellis Wealth Advisors LLC | 484 | $203,571 | $174,656.24 | -$28,914.76 | -14.2% |
Jeremy Sorci Premier Financial Group | 1,839 | $773,483 | $660,513.63 | -$112,969.37 | -14.61% |
Annmarie Young KPP Advisory Services LLC | 13,729 | $4.56M | $4.89M | $327,594 | 7.18% |
| MWS MFA Wealth Services MFA Wealth Services | 612 | $255,356.67 | $219,830.4 | -$35,526.27 | -13.91% |
Tony Macafee UniSuper Management Pty Ltd | 422,896 | $176.3M | $149.24M | -$27.05M | -15.35% |