| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nancy Smetek Arcataur Capital Management LLC | 6,643 | $384,328.93 | $738,701.6 | $354,372.67 | 92.21% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 110,373 | $11.06M | $12.27M | $1.22M | 10.99% |
Bradley H. Owens LJI Wealth Management, LLC | 7,387 | $455,557.73 | $821,434.4 | $365,876.67 | 80.31% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,035 | $511,992.18 | $782,292 | $270,299.82 | 52.79% |
Annmarie Young KPP Advisory Services LLC | 13,196 | $805,652.38 | $1.47M | $661,742.82 | 82.14% |
| MWS MFA Wealth Services MFA Wealth Services | 10,629 | $969,829.73 | $1.18M | $212,115.07 | 21.87% |
Tony Macafee UniSuper Management Pty Ltd | 736,525 | $44.16M | $81.9M | $37.74M | 85.47% |
Lars Phillips RAM Investment Partners, LLC | 2,975 | $325,109.4 | $330,820 | $5,710.6 | 1.76% |
Thomas Healy PFW Advisors LLC | 12,185 | $543,699.95 | $1.35M | $811,272.05 | 149.21% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,842 | $359,484.37 | $427,230.4 | $67,746.03 | 18.85% |
Alisha Arvold Christopher J. Hasenberg, Inc | 647 | $51,572 | $71,946.4 | $20,374.4 | 39.51% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 34,410 | $3.81M | $3.83M | $14,968.35 | 0.39% |
Thomas Dobbins New Republic Capital, LLC | 11,173 | $1.21M | $1.24M | $32,731.15 | 2.71% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 21,832 | $1.27M | $2.43M | $1.15M | 90.45% |
Invesco LLC INVESCO, LLC | 11,599 | $693,071.5 | $1.29M | $596,737.3 | 86.1% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 3,863 | $390,634.8 | $429,565.6 | $38,930.8 | 9.97% |
John Hayes LongView Wealth Management | 15,792 | $950,256.58 | $1.76M | $805,813.82 | 84.8% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 14,591 | $1.24M | $1.62M | $384,779.46 | 31.09% |
Andrew Halac Talon Private Wealth, LLC | 67,323 | $6.03M | $7.49M | $1.46M | 24.18% |
Norden Group LLC NORDEN GROUP LLC | 30,206 | $3.2M | $3.36M | $159,602.53 | 4.99% |