| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 46,757 | $1.72M | $2.9M | $1.17M | 68.24% |
Staci Compagno Portside Wealth Group, LLC | 61,540 | $2.18M | $3.81M | $1.63M | 74.83% |
Courtney Holt Compound Planning, Inc. | 176,261 | $6.75M | $10.92M | $4.17M | 61.68% |
Katherine Stoner Empower Advisory Group, LLC | 2M | $60.56M | $124.12M | $63.57M | 104.96% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 29,217 | $873,425.81 | $1.81M | $936,567.34 | 107.23% |
Nemes Rush Group LLC Nemes Rush Group LLC | 5,501 | $214,711.25 | $340,786.95 | $126,075.7 | 58.72% |
Scott Kapusta First County Bank /CT/ | 3,708 | $211,282 | $229,710.6 | $18,428.6 | 8.72% |
Ian Wang Plato Investment Management Ltd | 230,368 | $10.18M | $14.55M | $4.37M | 42.88% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,129 | $349,250 | $379,691.55 | $30,441.55 | 8.72% |
Chad Tobin Slagle Financial, LLC | 83,540 | $3.13M | $5.18M | $2.05M | 65.44% |
John Shanley Aspect Partners, LLC | 1,028 | $41,864.77 | $63,684.6 | $21,819.83 | 52.12% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 179 | $7,418.38 | $11,089.05 | $3,670.67 | 49.48% |
| DT Derek Tinnin Altiora Financial Group, LLC | 15,010 | $505,387 | $948,031.6 | $442,644.6 | 87.59% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 88,237 | $2.64M | $5.47M | $2.83M | 107.31% |
Nancy Smetek Arcataur Capital Management LLC | 11,349 | $328,711.96 | $703,070.55 | $374,358.59 | 113.89% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 108,963 | $4.91M | $6.75M | $1.84M | 37.38% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 106,877 | $4.05M | $6.62M | $2.57M | 63.32% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 4,164 | $165,610.36 | $257,959.8 | $92,349.44 | 55.76% |
Bradley H. Owens LJI Wealth Management, LLC | 60,785 | $2.26M | $3.77M | $1.5M | 66.43% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,449 | $236,897.08 | $461,465.55 | $224,568.47 | 94.8% |