| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jenna Laws Evexia Wealth LLC | 27,798 | $6.2M | $9.79M | $3.59M | 58.02% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 239 | $64,572.08 | $84,166.24 | $19,594.16 | 30.34% |
Brett Pohl Invera Wealth Advisors, LLC | 3,606 | $1.04M | $1.27M | $225,158.64 | 21.55% |
Alexandra Stickelman Root Financial Partners, LLC | 1,148 | $358,969.04 | $404,704.44 | $45,735.4 | 12.74% |
Jorge Paganin Abacus Wealth Partners, LLC | 909 | $262,144.78 | $320,113.44 | $57,968.66 | 22.11% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,545 | $461,202.88 | $544,087.2 | $82,884.32 | 17.97% |
Staci Compagno Portside Wealth Group, LLC | 1,236 | $371,175.47 | $435,269.76 | $64,094.29 | 17.27% |
Courtney Holt Compound Planning, Inc. | 5,209 | $1.39M | $1.84M | $450,590.12 | 32.52% |
Katherine Stoner Empower Advisory Group, LLC | 1,506 | $346,823.5 | $530,352.96 | $183,529.46 | 52.92% |
Nemes Rush Group LLC Nemes Rush Group LLC | 60,508 | $12.62M | $21.31M | $8.69M | 68.88% |
Scott Kapusta First County Bank /CT/ | 1,822 | $417,662.66 | $641,635.52 | $223,972.86 | 53.63% |
Ian Wang Plato Investment Management Ltd | 6,573 | $1.89M | $2.31M | $421,067.01 | 22.24% |
Shawn Scholz Impact Partnership Wealth, LLC | 5,064 | $1.65M | $1.78M | $132,809.24 | 8.05% |
John Shanley Aspect Partners, LLC | 60 | $18,100.52 | $21,129.6 | $3,029.08 | 16.73% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 112 | $31,932.91 | $39,441.92 | $7,509.01 | 23.51% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,074 | $2.45M | $2.84M | $395,269.7 | 16.15% |
Annmarie Young KPP Advisory Services LLC | 1,175 | $244,611.52 | $413,788 | $169,176.48 | 69.16% |
| MWS MFA Wealth Services MFA Wealth Services | 1,701 | $475,710.97 | $599,024.16 | $123,313.19 | 25.92% |
Thomas Dobbins New Republic Capital, LLC | 708 | $216,952.72 | $249,329.28 | $32,376.56 | 14.92% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 735 | $192,182.55 | $258,837.6 | $66,655.05 | 34.68% |