| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,211 | $898,111.81 | $1.66M | $757,882.93 | 84.39% |
Staci Compagno Portside Wealth Group, LLC | 3,505 | $1.05M | $2.63M | $1.57M | 149.12% |
Courtney Holt Compound Planning, Inc. | 18,879 | $7.47M | $13.76M | $6.29M | 84.15% |
William P Fox Hudson Canyon Capital Management | 2,625 | $2.8M | $1.91M | -$882,315.5 | -31.56% |
Katherine Stoner Empower Advisory Group, LLC | 171,332 | $45.23M | $128.32M | $83.09M | 183.7% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,753 | $488,828.59 | $1.35M | $865,854.8 | 177.13% |
Nemes Rush Group LLC Nemes Rush Group LLC | 6,564 | $1.67M | $4.78M | $3.1M | 185.51% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 234 | $249,409 | $175,261.32 | -$74,147.68 | -29.73% |
Scott Kapusta First County Bank /CT/ | 2,752 | $681,824.32 | $2.06M | $1.38M | 202.31% |
Ian Wang Plato Investment Management Ltd | 13,863 | $5.2M | $10.38M | $5.18M | 99.5% |
Shawn Scholz Impact Partnership Wealth, LLC | 678 | $319,331.75 | $507,808.43 | $188,476.68 | 59.02% |
Chad Tobin Slagle Financial, LLC | 269 | $286,485 | $201,489.08 | -$84,995.92 | -29.67% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 633 | $380,206.76 | $462,340.03 | $82,133.27 | 21.6% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 585 | $227,103 | $425,371.05 | $198,268.05 | 87.3% |
John Shanley Aspect Partners, LLC | 52 | $24,355.85 | $37,058.84 | $12,702.99 | 52.16% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 511 | $160,895.03 | $375,912.05 | $215,017.02 | 133.64% |
| DT Derek Tinnin Altiora Financial Group, LLC | 406 | $197,249.8 | $300,237 | $102,987.2 | 52.21% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,164 | $301,293.91 | $871,812.7 | $570,518.79 | 189.36% |
Kure Advisory LLC Kure Advisory, LLC | 288 | $306,182.58 | $209,551.68 | -$96,630.9 | -31.56% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 454 | $235,782.64 | $340,036.92 | $104,254.28 | 44.22% |