| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Lawrence North Ridge Wealth Advisors Inc. | 1,356 | $91,561 | $106,812.12 | $15,251.12 | 16.66% |
| JG Jacob Going Alpine Bank Wealth Management | 2,535 | $201,380 | $199,681.95 | -$1,698.05 | -0.84% |
| DD Damir Durkovic Entropy Technologies, LP | 82,632 | $6.1M | $6.51M | $405,723.17 | 6.65% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 572 | $39,063.06 | $45,056.44 | $5,993.38 | 15.34% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 4,971 | $351,730.15 | $391,565.67 | $39,835.52 | 11.33% |
Alexandra Stickelman Root Financial Partners, LLC | 1,541 | $123,463.49 | $121,384.57 | -$2,078.92 | -1.68% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 3,376 | $228,638.86 | $265,927.52 | $37,288.66 | 16.31% |
Staci Compagno Portside Wealth Group, LLC | 3,010 | $206,486.23 | $237,097.7 | $30,611.47 | 14.82% |
Courtney Holt Compound Planning, Inc. | 4,431 | $311,100.21 | $349,029.87 | $37,929.66 | 12.19% |
Katherine Stoner Empower Advisory Group, LLC | 148,218 | $10.09M | $11.68M | $1.58M | 15.67% |
Nemes Rush Group LLC Nemes Rush Group LLC | 336 | $22,577.81 | $26,466.72 | $3,888.91 | 17.22% |
John Shanley Aspect Partners, LLC | 88 | $5,523.35 | $6,931.76 | $1,408.41 | 25.5% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,491 | $92,641.47 | $117,446.07 | $24,804.6 | 26.77% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 3,628 | $224,909.68 | $285,777.56 | $60,867.88 | 27.06% |
Kure Advisory LLC Kure Advisory, LLC | 2,953 | $173,910.92 | $232,607.81 | $58,696.89 | 33.75% |
Tony Macafee UniSuper Management Pty Ltd | 54,132 | $3.24M | $4.26M | $1.02M | 31.49% |
Alisha Arvold Christopher J. Hasenberg, Inc | 4,507 | $242,913.93 | $355,016.39 | $112,102.46 | 46.15% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 27,968 | $2.22M | $2.2M | -$18,738.64 | -0.84% |
Invesco LLC INVESCO, LLC | 11,522 | $779,422.02 | $907,587.94 | $128,165.92 | 16.44% |
Norden Group LLC NORDEN GROUP LLC | 11,138 | $708,353.7 | $877,340.26 | $168,986.56 | 23.86% |