| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 9,586 | $385,453.06 | $612,641.26 | $227,188.2 | 58.94% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 47,529 | $2.66M | $3.06M | $398,225.51 | 14.96% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 1,180 | $54,114.81 | $77,573.2 | $23,458.39 | 43.35% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 10,300 | $456,051.09 | $663,217 | $207,165.91 | 45.43% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,430 | $97,826 | $94,008.2 | -$3,817.8 | -3.9% |
Staci Compagno Portside Wealth Group, LLC | 2,988 | $204,409 | $192,397.32 | -$12,011.68 | -5.88% |
Courtney Holt Compound Planning, Inc. | 28,292 | $1.74M | $1.8M | $66,174.24 | 3.81% |
Katherine Stoner Empower Advisory Group, LLC | 4,339 | $194,943.58 | $279,388.21 | $84,444.63 | 43.32% |
Nemes Rush Group LLC Nemes Rush Group LLC | 20 | $792 | $1,274.2 | $482.2 | 60.88% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 121,894 | $7.99M | $8.01M | $18,508.05 | 0.23% |
John Shanley Aspect Partners, LLC | 6,627 | $277,141.11 | $418,229.97 | $141,088.86 | 50.91% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,689 | $106,376.99 | $173,144.71 | $66,767.72 | 62.77% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 61,574 | $2.72M | $3.96M | $1.24M | 45.68% |
Alyssa Lorenz Corundum Trust Company, INC | 4,810 | $204,858 | $306,204.6 | $101,346.6 | 49.47% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 23,109 | $1.14M | $1.47M | $331,492.2 | 29.05% |
Bradley H. Owens LJI Wealth Management, LLC | 7,412 | $292,689.39 | $487,264.88 | $194,575.49 | 66.48% |
| MWS MFA Wealth Services MFA Wealth Services | 8,521 | $359,607.4 | $560,170.54 | $200,563.14 | 55.77% |
Thomas Healy PFW Advisors LLC | 119,574 | $4.73M | $7.7M | $2.97M | 62.77% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 79,901 | $3.35M | $5.09M | $1.74M | 51.93% |
Thomas Dobbins New Republic Capital, LLC | 27,420 | $1.36M | $1.77M | $405,645.73 | 29.83% |