| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 671 | $47,319.39 | $79,895.97 | $32,576.58 | 68.84% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,246 | $171,938 | $382,606.02 | $210,668.02 | 122.53% |
| DT Derek Tinnin Altiora Financial Group, LLC | 2,448 | $166,630.23 | $288,790.56 | $122,160.33 | 73.31% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 13,510 | $837,823 | $1.61M | $768,651.1 | 91.74% |
Andrew Wiener Samjo Management, LLC | 23,385 | $1.23M | $2.78M | $1.55M | 126.12% |
Kure Advisory LLC Kure Advisory, LLC | 2,234 | $253,908.98 | $264,840.7 | $10,931.72 | 4.31% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 3,290 | $373,687.46 | $391,674.5 | $17,987.04 | 4.81% |
Michael Ryan Michael S. Ryan, Inc. | 5,450 | $314,107.86 | $647,860.03 | $333,752.17 | 106.25% |
Nancy Smetek Arcataur Capital Management LLC | 6,643 | $384,328.93 | $785,368.67 | $401,039.74 | 104.35% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 110,373 | $11.06M | $13.09M | $2.03M | 18.33% |
Bradley H. Owens LJI Wealth Management, LLC | 7,387 | $455,557.73 | $878,388.17 | $422,830.44 | 92.82% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,035 | $511,992.18 | $831,537 | $319,544.82 | 62.41% |
Annmarie Young KPP Advisory Services LLC | 13,196 | $805,652.38 | $1.57M | $761,240.66 | 94.49% |
| MWS MFA Wealth Services MFA Wealth Services | 10,734 | $980,741.37 | $1.27M | $294,135.81 | 29.99% |
Tony Macafee UniSuper Management Pty Ltd | 917,463 | $64.65M | $109.24M | $44.59M | 68.97% |
Lars Phillips RAM Investment Partners, LLC | 2,975 | $325,109.4 | $353,400.25 | $28,290.85 | 8.7% |
Thomas Healy PFW Advisors LLC | 12,126 | $541,365.91 | $1.43M | $887,925.71 | 164.02% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,842 | $359,484.37 | $455,104.11 | $95,619.74 | 26.6% |
Alisha Arvold Christopher J. Hasenberg, Inc | 647 | $51,572 | $76,844.19 | $25,272.19 | 49% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 34,410 | $3.81M | $4.1M | $286,022.8 | 7.5% |