| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 4,254 | $885,800.38 | $1.49M | $603,737.68 | 68.16% |
Jenna Laws Evexia Wealth LLC | 27,890 | $6.23M | $9.86M | $3.64M | 58.38% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 239 | $64,572.08 | $84,464.99 | $19,892.91 | 30.81% |
Brett Pohl Invera Wealth Advisors, LLC | 3,156 | $914,356.32 | $1.11M | $190,717.08 | 20.86% |
Alexandra Stickelman Root Financial Partners, LLC | 1,450 | $461,872.52 | $507,717.49 | $45,844.97 | 9.93% |
Jorge Paganin Abacus Wealth Partners, LLC | 809 | $233,919.74 | $283,271.34 | $49,351.6 | 21.1% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,716 | $519,629.87 | $594,010.56 | $74,380.69 | 14.31% |
Staci Compagno Portside Wealth Group, LLC | 1,236 | $371,175.47 | $432,785.39 | $61,609.92 | 16.6% |
Courtney Holt Compound Planning, Inc. | 5,393 | $1.45M | $1.91M | $462,351.68 | 31.92% |
Katherine Stoner Empower Advisory Group, LLC | 1,618 | $384,986.36 | $566,542.68 | $181,556.32 | 47.16% |
Nemes Rush Group LLC Nemes Rush Group LLC | 62,199 | $13.19M | $21.99M | $8.8M | 66.69% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,597 | $544,162 | $552,817.52 | $8,655.52 | 1.59% |
Scott Kapusta First County Bank /CT/ | 1,901 | $443,357.44 | $658,050.16 | $214,692.72 | 48.42% |
Ian Wang Plato Investment Management Ltd | 7,410 | $2.18M | $2.59M | $417,395.25 | 19.17% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,456 | $2.12M | $2.26M | $135,729.35 | 6.39% |
John Shanley Aspect Partners, LLC | 60 | $18,100.52 | $21,452.4 | $3,351.88 | 18.52% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 112 | $31,932.91 | $39,216.8 | $7,283.89 | 22.81% |
Driton Bilali Ilex Capital Partners (UK) LLP | 26,722 | $9.11M | $9.36M | $251,454.3 | 2.76% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,394 | $2.26M | $2.61M | $355,124.97 | 15.74% |
Annmarie Young KPP Advisory Services LLC | 1,143 | $237,949.76 | $400,221.44 | $162,271.68 | 68.2% |