| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn Scholz Impact Partnership Wealth, LLC | 2,889 | $547,470.48 | $810,913.41 | $263,442.93 | 48.12% |
John Shanley Aspect Partners, LLC | 160 | $29,558.81 | $44,820.8 | $15,261.99 | 51.63% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 60 | $10,059.97 | $16,747.2 | $6,687.23 | 66.47% |
Nancy Smetek Arcataur Capital Management LLC | 982 | $292,705 | $274,410.08 | -$18,294.92 | -6.25% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 22,198 | $4.11M | $6.14M | $2.04M | 49.53% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,049 | $205,523.25 | $290,672.65 | $85,149.4 | 41.43% |
Annmarie Young KPP Advisory Services LLC | 5,181 | $944,964.55 | $1.46M | $511,621.79 | 54.14% |
| MWS MFA Wealth Services MFA Wealth Services | 1,205 | $224,416.87 | $339,677.45 | $115,260.58 | 51.36% |
Tony Macafee UniSuper Management Pty Ltd | 421,657 | $91.43M | $118.29M | $26.87M | 29.39% |
Keith Henderson CULTIVAR CAPITAL, INC. | 1,668 | $284,328 | $470,192.52 | $185,864.52 | 65.37% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,175 | $350,232 | $330,433.5 | -$19,798.5 | -5.65% |
Thomas Dobbins New Republic Capital, LLC | 4,291 | $891,072.5 | $1.21M | $317,187.28 | 35.6% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 4,281 | $790,683.21 | $1.21M | $418,656.48 | 52.95% |
Invesco LLC INVESCO, LLC | 11,011 | $1.98M | $3.1M | $1.12M | 56.65% |
Andrew Halac Talon Private Wealth, LLC | 745 | $222,066 | $210,008.05 | -$12,057.95 | -5.43% |
Norden Group LLC NORDEN GROUP LLC | 16,051 | $2.94M | $4.47M | $1.53M | 51.93% |
Robert Green LECAP ASSET MANAGEMENT LTD | 2,485 | $740,704 | $699,800.85 | -$40,903.15 | -5.52% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 81,146 | $14.98M | $22.77M | $7.78M | 51.96% |
| AA Andrew Alkon EntryPoint Capital, LLC | 1,885 | $365,953.86 | $526,423.95 | $160,470.09 | 43.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 27,273 | $5.97M | $7.61M | $1.64M | 27.55% |