| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 1,529 | $693,187 | $692,912.22 | -$274.78 | -0.04% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,753 | $793,956.12 | $790,655.59 | -$3,300.53 | -0.42% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 3,695 | $1.34M | $1.67M | $331,344.05 | 24.67% |
Staci Compagno Portside Wealth Group, LLC | 4,824 | $1.99M | $2.18M | $190,435.36 | 9.57% |
Courtney Holt Compound Planning, Inc. | 6,666 | $3.02M | $3.01M | -$9,932.9 | -0.33% |
Katherine Stoner Empower Advisory Group, LLC | 546 | $184,237.66 | $246,125.88 | $61,888.22 | 33.59% |
Nemes Rush Group LLC Nemes Rush Group LLC | 5,737 | $2.12M | $2.59M | $469,030.86 | 22.13% |
Ian Wang Plato Investment Management Ltd | 5,935 | $2.5M | $2.68M | $179,013.35 | 7.16% |
Shawn Scholz Impact Partnership Wealth, LLC | 461 | $209,020.28 | $208,321.29 | -$698.99 | -0.33% |
John Shanley Aspect Partners, LLC | 21 | $8,700.77 | $9,471.63 | $770.86 | 8.86% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2 | $674.5 | $902.06 | $227.56 | 33.74% |
Nancy Smetek Arcataur Capital Management LLC | 1,434 | $504,638.89 | $649,401.24 | $144,762.35 | 28.69% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,276 | $578,487 | $576,241.6 | -$2,245.4 | -0.39% |
Annmarie Young KPP Advisory Services LLC | 591 | $231,459.58 | $266,848.32 | $35,388.74 | 15.29% |
Tony Macafee UniSuper Management Pty Ltd | 19,658 | $8.35M | $8.88M | $530,824.55 | 6.36% |
Thomas Healy PFW Advisors LLC | 450 | $204,012 | $203,404.5 | -$607.5 | -0.3% |
Alisha Arvold Christopher J. Hasenberg, Inc | 23 | $10,556 | $10,448.21 | -$107.79 | -1.02% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 15,613 | $6.14M | $7.06M | $916,754.18 | 14.93% |
Thomas Dobbins New Republic Capital, LLC | 825 | $374,149 | $372,809.25 | -$1,339.75 | -0.36% |
Invesco LLC INVESCO, LLC | 1,091 | $383,934 | $492,433.76 | $108,499.76 | 28.26% |