| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 1,733 | $549,247.82 | $667,482.28 | $118,234.46 | 21.53% |
Able Financial Group LLC ABLE Financial Group, LLC | 647 | $211,954.89 | $249,198.52 | $37,243.63 | 17.57% |
Benjamin J. Jones National Wealth Management Group, LLC | 2,529 | $827,716.95 | $974,069.64 | $146,352.69 | 17.68% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,389 | $447,446.3 | $534,987.24 | $87,540.94 | 19.56% |
Eugene Donato KENNEDY INVESTMENT GROUP | 1,946 | $519,849.23 | $749,521.36 | $229,672.13 | 44.18% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,112 | $367,306.36 | $428,297.92 | $60,991.56 | 16.61% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,629 | $521,349.42 | $627,425.64 | $106,076.22 | 20.35% |
Staci Compagno Portside Wealth Group, LLC | 1,390 | $349,347.88 | $535,372.4 | $186,024.52 | 53.25% |
Courtney Holt Compound Planning, Inc. | 9,377 | $2.86M | $3.61M | $747,616.49 | 26.1% |
William P Fox Hudson Canyon Capital Management | 8,144 | $2.54M | $3.14M | $594,090.5 | 23.36% |
Katherine Stoner Empower Advisory Group, LLC | 349,667 | $89.1M | $145.52M | $56.42M | 63.33% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 5,104 | $1.25M | $2.13M | $874,799.68 | 69.73% |
Nemes Rush Group LLC Nemes Rush Group LLC | 155 | $50,913.6 | $64,357.55 | $13,443.95 | 26.41% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 998 | $361,318 | $415,347.64 | $54,029.64 | 14.95% |
Scott Kapusta First County Bank /CT/ | 4,058 | $987,437.04 | $1.56M | $575,542.24 | 58.29% |
Ian Wang Plato Investment Management Ltd | 22,412 | $6.52M | $9.21M | $2.69M | 41.24% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,939 | $1.6M | $1.9M | $302,699.92 | 18.92% |
Chad Tobin Slagle Financial, LLC | 9,098 | $2.65M | $3.5M | $851,363.73 | 32.09% |
John Shanley Aspect Partners, LLC | 333 | $92,976.84 | $128,258.28 | $35,281.44 | 37.95% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 310 | $69,721.64 | $119,399.6 | $49,677.96 | 71.25% |