| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 2,376 | $289,279.37 | $369,325.44 | $80,046.07 | 27.67% |
Nancy Smetek Arcataur Capital Management LLC | 5,086 | $553,210.23 | $790,567.84 | $237,357.61 | 42.91% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 62,994 | $7.47M | $9.79M | $2.33M | 31.17% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 1,513 | $206,857 | $241,701.75 | $34,844.75 | 16.84% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 7,089 | $784,533.24 | $1.1M | $317,380.92 | 40.45% |
Bradley H. Owens LJI Wealth Management, LLC | 14,026 | $1.57M | $2.18M | $609,643.69 | 38.82% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 9,189 | $1.26M | $1.43M | $172,018.16 | 13.69% |
Annmarie Young KPP Advisory Services LLC | 26,799 | $3.16M | $4.17M | $1.01M | 31.91% |
| MWS MFA Wealth Services MFA Wealth Services | 4,968 | $538,336.64 | $772,225.92 | $233,889.28 | 43.45% |
Tony Macafee UniSuper Management Pty Ltd | 451,189 | $54.74M | $72.24M | $17.5M | 31.96% |
Lars Phillips RAM Investment Partners, LLC | 3,090 | $396,948.4 | $480,309.6 | $83,361.2 | 21% |
Thomas Healy PFW Advisors LLC | 1,983 | $220,165.74 | $308,237.52 | $88,071.78 | 40% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 5,683 | $602,134.02 | $883,365.52 | $281,231.5 | 46.71% |
Alisha Arvold Christopher J. Hasenberg, Inc | 740 | $86,017.9 | $115,025.6 | $29,007.7 | 33.72% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 7,150 | $860,429.39 | $1.11M | $250,966.61 | 29.17% |
Thomas Dobbins New Republic Capital, LLC | 10,195 | $1.24M | $1.6M | $359,773.19 | 29.07% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 15,106 | $1.7M | $2.35M | $644,875.22 | 37.86% |
Invesco LLC INVESCO, LLC | 20,062 | $2.23M | $3.12M | $892,556.21 | 40.1% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 21,366 | $2.34M | $3.32M | $977,300.1 | 41.7% |
John Hayes LongView Wealth Management | 9,342 | $947,798.17 | $1.45M | $504,322.31 | 53.21% |