| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,050 | $502,245.04 | $824,407.5 | $322,162.46 | 64.14% |
Annmarie Young KPP Advisory Services LLC | 5,266 | $1.35M | $2.06M | $706,888.04 | 52.19% |
| MWS MFA Wealth Services MFA Wealth Services | 1,437 | $455,152.32 | $562,484.9 | $107,332.58 | 23.58% |
Tony Macafee UniSuper Management Pty Ltd | 830,003 | $209.79M | $324.89M | $115.1M | 54.87% |
Lars Phillips RAM Investment Partners, LLC | 2,529 | $771,222.59 | $1.02M | $247,205.71 | 32.05% |
Thomas Healy PFW Advisors LLC | 8,402 | $2.27M | $3.36M | $1.09M | 48.14% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 709 | $243,104 | $285,110.17 | $42,006.17 | 17.28% |
Alisha Arvold Christopher J. Hasenberg, Inc | 59 | $15,934.19 | $23,094.37 | $7,160.18 | 44.94% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 12,251 | $4.13M | $4.8M | $665,832.28 | 16.12% |
Thomas Dobbins New Republic Capital, LLC | 7,070 | $2.31M | $2.77M | $458,856.79 | 19.88% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,453 | $643,330.45 | $960,177.79 | $316,847.34 | 49.25% |
Invesco LLC INVESCO, LLC | 17,133 | $4.44M | $6.87M | $2.43M | 54.75% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 886 | $308,104.89 | $354,187.36 | $46,082.47 | 14.96% |
John Hayes LongView Wealth Management | 1,126 | $302,403.06 | $440,750.17 | $138,347.11 | 45.75% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 1,315 | $404,422.88 | $525,671.25 | $121,248.37 | 29.98% |
Andrew Halac Talon Private Wealth, LLC | 14,479 | $5.03M | $5.67M | $640,051.59 | 12.73% |
Norden Group LLC NORDEN GROUP LLC | 18,639 | $6.31M | $7.41M | $1.1M | 17.51% |
Berkeley Harrison Sterling Financial Group, Inc. | 1,293 | $323,128.95 | $518,260.26 | $195,131.31 | 60.39% |
Andrew Agosta Prosperity Financial Group, Inc. | 4,444 | $1.28M | $1.74M | $456,722.63 | 35.6% |
Elliot Kallen Prosperity Wealth Management, Inc. | 713 | $176,507.22 | $279,089.58 | $102,582.36 | 58.12% |