| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,514 | $1.44M | $1.48M | $44,749.18 | 3.11% |
Staci Compagno Portside Wealth Group, LLC | 2,769 | $2.26M | $2.72M | $460,324.71 | 20.38% |
Courtney Holt Compound Planning, Inc. | 11,763 | $9.87M | $11.56M | $1.68M | 17.04% |
William P Fox Hudson Canyon Capital Management | 2,879 | $1.05M | $2.82M | $1.78M | 169.46% |
Katherine Stoner Empower Advisory Group, LLC | 189,531 | $105.8M | $186.15M | $80.35M | 75.94% |
MATTHEW HALL Hill Investment Group Partners, LLC | 305 | $194,898.99 | $299,586.25 | $104,687.26 | 53.71% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 6,017 | $4.88M | $5.89M | $1.02M | 20.82% |
Andrew Nall PMV Capital Advisers, LLC | 43 | $39,399.47 | $42,116.35 | $2,716.88 | 6.9% |
Nemes Rush Group LLC Nemes Rush Group LLC | 12,389 | $12.2M | $12.17M | -$35,122.61 | -0.29% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 579 | $394,319.25 | $567,101.55 | $172,782.3 | 43.82% |
Scott Kapusta First County Bank /CT/ | 2,959 | $1.38M | $2.91M | $1.52M | 109.86% |
Ian Wang Plato Investment Management Ltd | 12,533 | $9.34M | $12.29M | $2.95M | 31.63% |
Shawn Scholz Impact Partnership Wealth, LLC | 384 | $358,839.26 | $376,761.6 | $17,922.34 | 4.99% |
Chad Tobin Slagle Financial, LLC | 358 | $356,539 | $350,643.1 | -$5,895.9 | -1.65% |
John Shanley Aspect Partners, LLC | 68 | $53,120.13 | $66,771.24 | $13,651.11 | 25.7% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 150 | $103,658.54 | $147,349.5 | $43,690.96 | 42.15% |
KATHLEEN VANORMER UNION SAVINGS BANK | 2,456 | $1.39M | $2.41M | $1.03M | 73.94% |
| DT Derek Tinnin Altiora Financial Group, LLC | 875 | $447,537.13 | $857,018.75 | $409,481.62 | 91.5% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,856 | $1.43M | $1.82M | $389,114.02 | 27.23% |
Kure Advisory LLC Kure Advisory, LLC | 384 | $238,197.95 | $376,108.8 | $137,910.85 | 57.9% |