| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 14,254 | $1.19M | $1.31M | $117,926.32 | 9.91% |
Megan J. Lottier Rockwood Wealth Management, LLC | 171,815 | $14.43M | $15.78M | $1.35M | 9.35% |
Shawn Scholz Impact Partnership Wealth, LLC | 31,306 | $2.79M | $2.87M | $73,736.52 | 2.64% |
Chad Tobin Slagle Financial, LLC | 3,635 | $350,500 | $333,038.7 | -$17,461.3 | -4.98% |
John Shanley Aspect Partners, LLC | 591 | $51,878.76 | $54,117.87 | $2,239.11 | 4.32% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 54,347 | $4.56M | $4.97M | $404,841.18 | 8.87% |
| MRC Martin R. Curiel MYECFO, LLC | 7,697 | $697,873.52 | $709,663.4 | $11,789.88 | 1.69% |
Kure Advisory LLC Kure Advisory, LLC | 40,776 | $3.35M | $3.73M | $380,741.28 | 11.36% |
Derrick Dagnan Employees' Retirement Fund of the City of Fort Worth | 283,000 | $26.87M | $25.87M | -$1M | -3.73% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,008 | $1.18M | $1.19M | $12,168.05 | 1.03% |
Annmarie Young KPP Advisory Services LLC | 8,128 | $737,770 | $744,606.08 | $6,836.08 | 0.93% |
| MWS MFA Wealth Services MFA Wealth Services | 45,460 | $4.06M | $4.19M | $134,147.48 | 3.31% |
Alisha Arvold Christopher J. Hasenberg, Inc | 117 | $10,756.92 | $10,781.55 | $24.63 | 0.23% |
Thomas Dobbins New Republic Capital, LLC | 8,812 | $770,634.98 | $807,267.32 | $36,632.34 | 4.75% |
Andrew Halac Talon Private Wealth, LLC | 27,226 | $2.48M | $2.51M | $28,780.56 | 1.16% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 5,619 | $488,507.49 | $513,211.36 | $24,703.87 | 5.06% |
Denise Reinert CGC Financial Services, LLC | 2,405 | $200,961.8 | $220,237.87 | $19,276.07 | 9.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 162,265 | $14.5M | $14.66M | $161,791.8 | 1.12% |
Matthew Wright Disciplina Capital Management LLC | 2,582 | $230,053.3 | $236,317.55 | $6,264.25 | 2.72% |
Christine C. Devocelle University of Illinois Foundation | 159,230 | $14.52M | $14.58M | $63,293.32 | 0.44% |