| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Derrick Eldred Rock Partners, LLC | 137,433 | $8.4M | $11.46M | $3.06M | 36.4% |
Ian Wang Plato Investment Management Ltd | 74,817 | $4.61M | $6.23M | $1.61M | 35.01% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,639 | $218,124 | $219,749.53 | $1,625.53 | 0.75% |
Chad Tobin Slagle Financial, LLC | 44,044 | $3.56M | $3.69M | $136,522.81 | 3.84% |
John Shanley Aspect Partners, LLC | 169 | $13,147.99 | $14,136.85 | $988.86 | 7.52% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,499 | $155,649.86 | $289,542.25 | $133,892.39 | 86.02% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 18,523 | $826,752.35 | $1.56M | $735,107.01 | 88.92% |
Kure Advisory LLC Kure Advisory, LLC | 4,035 | $375,153.08 | $332,685.75 | -$42,467.33 | -11.32% |
Nancy Smetek Arcataur Capital Management LLC | 5,406 | $233,313.62 | $448,698 | $215,384.38 | 92.32% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 28,021 | $1.83M | $2.32M | $491,525.75 | 26.82% |
Bradley H. Owens LJI Wealth Management, LLC | 20,431 | $842,707.78 | $1.73M | $883,200.94 | 104.81% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 3,295 | $293,857.04 | $273,254.35 | -$20,602.69 | -7.01% |
Annmarie Young KPP Advisory Services LLC | 8,096 | $585,557.8 | $676,744.64 | $91,186.84 | 15.57% |
| MWS MFA Wealth Services MFA Wealth Services | 15,756 | $1.25M | $1.32M | $70,136.25 | 5.59% |
Tony Macafee UniSuper Management Pty Ltd | 1.62M | $106.1M | $135.69M | $29.6M | 27.9% |
Lars Phillips RAM Investment Partners, LLC | 3,854 | $306,805.58 | $323,215.71 | $16,410.13 | 5.35% |
Thomas Healy PFW Advisors LLC | 10,918 | $557,305.19 | $903,464.5 | $346,159.31 | 62.11% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,809 | $107,437 | $152,100.72 | $44,663.72 | 41.57% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 89,518 | $7.4M | $7.56M | $160,236.74 | 2.17% |
Thomas Dobbins New Republic Capital, LLC | 10,578 | $931,623.57 | $884,215.02 | -$47,408.55 | -5.09% |