| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 373 | $25,652.63 | $27,370.74 | $1,718.11 | 6.7% |
Alexandra Stickelman Root Financial Partners, LLC | 4,252 | $271,676.88 | $312,011.76 | $40,334.88 | 14.85% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 68,045 | $2.31M | $4.99M | $2.69M | 116.56% |
Staci Compagno Portside Wealth Group, LLC | 22,846 | $952,778.54 | $1.68M | $723,660.94 | 75.95% |
Courtney Holt Compound Planning, Inc. | 20,529 | $1.2M | $1.51M | $307,248.38 | 25.62% |
Katherine Stoner Empower Advisory Group, LLC | 1.01M | $61.89M | $74.42M | $12.53M | 20.24% |
Nemes Rush Group LLC Nemes Rush Group LLC | 43 | $2,405.09 | $3,155.34 | $750.25 | 31.19% |
Scott Kapusta First County Bank /CT/ | 14,774 | $525,240.97 | $1.08M | $558,875.15 | 106.4% |
John Shanley Aspect Partners, LLC | 335 | $18,970.63 | $24,582.3 | $5,611.67 | 29.58% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 12 | $714.15 | $880.56 | $166.41 | 23.3% |
Andrew Wiener Samjo Management, LLC | 20,760 | $1.31M | $1.52M | $217,886.77 | 16.69% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,528 | $678,434.2 | $1.07M | $387,630.44 | 57.14% |
Annmarie Young KPP Advisory Services LLC | 9,116 | $544,878.49 | $668,932.08 | $124,053.59 | 22.77% |
Tony Macafee UniSuper Management Pty Ltd | 98,723 | $4.45M | $7.24M | $2.79M | 62.76% |
Keith Henderson CULTIVAR CAPITAL, INC. | 8,111 | $509,587.02 | $595,185.18 | $85,598.16 | 16.8% |
Thomas Dobbins New Republic Capital, LLC | 5,669 | $340,586.8 | $415,991.22 | $75,404.42 | 22.14% |
John Hayes LongView Wealth Management | 2,812 | $200,867.9 | $206,344.56 | $5,476.66 | 2.73% |
Norden Group LLC NORDEN GROUP LLC | 26,824 | $1.17M | $1.97M | $799,914.23 | 68.46% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 54,542 | $3.3M | $4M | $699,858.8 | 21.19% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 2,844 | $206,986 | $208,692.72 | $1,706.72 | 0.82% |