| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 4,277 | $273,535.27 | $311,365.6 | $37,830.33 | 13.83% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 67,066 | $2.27M | $5M | $2.73M | 119.98% |
Staci Compagno Portside Wealth Group, LLC | 22,846 | $952,778.54 | $1.66M | $710,410.26 | 74.56% |
Courtney Holt Compound Planning, Inc. | 21,342 | $1.26M | $1.48M | $225,367.74 | 17.89% |
Katherine Stoner Empower Advisory Group, LLC | 1.04M | $63.85M | $75.75M | $11.9M | 18.64% |
Nemes Rush Group LLC Nemes Rush Group LLC | 43 | $2,405.09 | $3,007.2 | $602.11 | 25.03% |
Scott Kapusta First County Bank /CT/ | 15,617 | $582,539.65 | $1.16M | $582,020.04 | 99.91% |
John Shanley Aspect Partners, LLC | 335 | $18,970.63 | $23,707.95 | $4,737.32 | 24.97% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 12 | $714.15 | $830.64 | $116.49 | 16.31% |
Andrew Wiener Samjo Management, LLC | 20,760 | $1.31M | $1.45M | $143,773.57 | 11.01% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,512 | $643,046.91 | $947,123.64 | $304,076.73 | 47.29% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 2,802 | $208,301 | $194,739 | -$13,562 | -6.51% |
Annmarie Young KPP Advisory Services LLC | 9,016 | $538,902.49 | $656,364.8 | $117,462.31 | 21.8% |
Tony Macafee UniSuper Management Pty Ltd | 135,117 | $7.16M | $9.84M | $2.68M | 37.45% |
Keith Henderson CULTIVAR CAPITAL, INC. | 8,111 | $509,587.02 | $604,837.27 | $95,250.25 | 18.69% |
Thomas Dobbins New Republic Capital, LLC | 6,280 | $386,005.4 | $457,184 | $71,178.6 | 18.44% |
John Hayes LongView Wealth Management | 2,812 | $200,867.9 | $209,690.84 | $8,822.94 | 4.39% |
Norden Group LLC NORDEN GROUP LLC | 26,053 | $1.14M | $1.8M | $666,566.83 | 58.55% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 54,542 | $3.3M | $3.97M | $668,224.44 | 20.23% |
Denise Reinert CGC Financial Services, LLC | 27 | $1,696 | $1,965.6 | $269.6 | 15.9% |