| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 11,976 | $2.58M | $2.71M | $131,425.15 | 5.09% |
Eugene Donato KENNEDY INVESTMENT GROUP | 4,294 | $697,973.45 | $972,805.7 | $274,832.25 | 39.38% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,344 | $310,484.38 | $304,483.2 | -$6,001.18 | -1.93% |
Staci Compagno Portside Wealth Group, LLC | 6,756 | $1.4M | $1.53M | $125,898.71 | 8.96% |
Courtney Holt Compound Planning, Inc. | 12,703 | $2.67M | $2.88M | $202,990.55 | 7.59% |
William P Fox Hudson Canyon Capital Management | 8,622 | $1.39M | $1.95M | $559,879.87 | 40.18% |
Katherine Stoner Empower Advisory Group, LLC | 516,221 | $89.59M | $116.83M | $27.24M | 30.4% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,225 | $270,543.43 | $277,585 | $7,041.57 | 2.6% |
Nemes Rush Group LLC Nemes Rush Group LLC | 116 | $21,644.3 | $26,047.8 | $4,403.5 | 20.34% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 961 | $204,653.2 | $217,493.52 | $12,840.32 | 6.27% |
Scott Kapusta First County Bank /CT/ | 1,746 | $345,809.61 | $395,556.3 | $49,746.69 | 14.39% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 6,962 | $1.21M | $1.58M | $366,278.63 | 30.25% |
John Shanley Aspect Partners, LLC | 52 | $9,707.69 | $11,780.6 | $2,072.91 | 21.35% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 191 | $34,035.33 | $43,271.05 | $9,235.72 | 27.14% |
Driton Bilali Ilex Capital Partners (UK) LLP | 28,865 | $6.43M | $6.48M | $48,204.75 | 0.75% |
Andrew Wiener Samjo Management, LLC | 8,050 | $1.84M | $1.81M | -$32,542.1 | -1.77% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,592 | $1.45M | $1.49M | $41,080.71 | 2.83% |
Annmarie Young KPP Advisory Services LLC | 1,513 | $235,975.62 | $342,770.15 | $106,794.53 | 45.26% |
| MWS MFA Wealth Services MFA Wealth Services | 2,116 | $443,329.38 | $479,379.8 | $36,050.42 | 8.13% |
Tony Macafee UniSuper Management Pty Ltd | 91,320 | $20.66M | $20.51M | -$157,379.41 | -0.76% |