| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 28,021 | $1.83M | $2.42M | $589,879.46 | 32.19% |
Bradley H. Owens LJI Wealth Management, LLC | 20,431 | $842,707.78 | $1.77M | $923,552.17 | 109.59% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 3,295 | $293,857.04 | $284,852.75 | -$9,004.29 | -3.06% |
Annmarie Young KPP Advisory Services LLC | 8,096 | $585,557.8 | $699,899.2 | $114,341.4 | 19.53% |
| MWS MFA Wealth Services MFA Wealth Services | 16,712 | $1.33M | $1.44M | $113,936.8 | 8.56% |
Tony Macafee UniSuper Management Pty Ltd | 1.43M | $89.87M | $123.38M | $33.51M | 37.28% |
Lars Phillips RAM Investment Partners, LLC | 3,854 | $306,805.58 | $333,178.3 | $26,372.72 | 8.6% |
Thomas Healy PFW Advisors LLC | 10,782 | $546,418.39 | $932,103.9 | $385,685.51 | 70.58% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,809 | $107,437 | $156,388.05 | $48,951.05 | 45.56% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 89,518 | $7.4M | $7.74M | $341,063.1 | 4.61% |
Thomas Dobbins New Republic Capital, LLC | 10,578 | $931,623.57 | $914,468.1 | -$17,155.47 | -1.84% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 3,003 | $215,620 | $259,609.35 | $43,989.35 | 20.4% |
Andrew Halac Talon Private Wealth, LLC | 31,477 | $2.3M | $2.72M | $418,541.85 | 18.18% |
Norden Group LLC NORDEN GROUP LLC | 68,604 | $4.41M | $5.93M | $1.52M | 34.51% |
Robert Green LECAP ASSET MANAGEMENT LTD | 10,137 | $837,722 | $876,343.65 | $38,621.65 | 4.61% |
Elliot Kallen Prosperity Wealth Management, Inc. | 5,284 | $492,469 | $456,801.8 | -$35,667.2 | -7.24% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 107,614 | $9.05M | $9.3M | $254,692.47 | 2.81% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 6,028 | $249,552.68 | $521,120.6 | $271,567.92 | 108.82% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,000 | $40,860.13 | $86,450 | $45,589.87 | 111.58% |
Denise Reinert CGC Financial Services, LLC | 396 | $21,244.06 | $34,234.2 | $12,990.14 | 61.15% |