| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MN Mark Neitzel M1 Capital Management LLC | 64,874 | $3.13M | $4.11M | $976,353.8 | 31.2% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 9,586 | $385,453.06 | $606,697.94 | $221,244.88 | 57.4% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 32,151 | $1.61M | $2.03M | $424,670.27 | 26.37% |
Alexandra Stickelman Root Financial Partners, LLC | 235 | $12,852.87 | $14,873.15 | $2,020.28 | 15.72% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 1,660 | $74,600.52 | $105,061.4 | $30,460.88 | 40.83% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 10,142 | $445,242.74 | $641,887.18 | $196,644.44 | 44.17% |
Staci Compagno Portside Wealth Group, LLC | 2,988 | $204,409 | $189,110.52 | -$15,298.48 | -7.48% |
Courtney Holt Compound Planning, Inc. | 10,600 | $525,426.46 | $670,874 | $145,447.54 | 27.68% |
Katherine Stoner Empower Advisory Group, LLC | 5,118 | $226,471.91 | $323,918.22 | $97,446.31 | 43.03% |
Nemes Rush Group LLC Nemes Rush Group LLC | 20 | $792 | $1,265.8 | $473.8 | 59.82% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 23,664 | $1.27M | $1.5M | $222,812.17 | 17.48% |
John Shanley Aspect Partners, LLC | 6,627 | $277,141.11 | $419,422.83 | $142,281.72 | 51.34% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,689 | $106,376.99 | $170,186.81 | $63,809.82 | 59.98% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 59,569 | $2.58M | $3.77M | $1.19M | 45.88% |
Alyssa Lorenz Corundum Trust Company, INC | 4,810 | $204,858 | $304,424.9 | $99,566.9 | 48.6% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 21,483 | $1.03M | $1.36M | $329,880.4 | 32.03% |
Bradley H. Owens LJI Wealth Management, LLC | 10,012 | $391,229.26 | $633,659.48 | $242,430.22 | 61.97% |
| MWS MFA Wealth Services MFA Wealth Services | 8,705 | $367,302.52 | $550,939.45 | $183,636.93 | 50% |
Thomas Healy PFW Advisors LLC | 119,596 | $4.73M | $7.57M | $2.84M | 59.98% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 81,369 | $3.41M | $5.15M | $1.74M | 51.15% |