| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 3,183 | $309,835.52 | $444,155.79 | $134,320.27 | 43.35% |
| SB Scott Boyce Decker Retirement Planning Inc. | 257 | $33,672.1 | $35,861.78 | $2,189.68 | 6.5% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 382 | $52,745.1 | $53,304.28 | $559.18 | 1.06% |
Alexandra Stickelman Root Financial Partners, LLC | 2,099 | $279,027.36 | $292,894.44 | $13,867.08 | 4.97% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 2,250 | $319,055.44 | $313,964.98 | -$5,090.46 | -1.6% |
Benjamin J. Jones National Wealth Management Group, LLC | 3,561 | $467,114.24 | $496,901.9 | $29,787.66 | 6.38% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 3,263 | $431,200.23 | $445,660.54 | $14,460.31 | 3.35% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,576 | $304,575.15 | $359,455.01 | $54,879.86 | 18.02% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,414 | $266,830.56 | $336,849.54 | $70,018.98 | 26.24% |
Staci Compagno Portside Wealth Group, LLC | 1,817 | $260,103 | $253,544.16 | -$6,558.84 | -2.52% |
Courtney Holt Compound Planning, Inc. | 10,523 | $1.2M | $1.47M | $264,506.57 | 21.97% |
Katherine Stoner Empower Advisory Group, LLC | 6,552 | $705,216.31 | $914,266.01 | $209,049.7 | 29.64% |
Nemes Rush Group LLC Nemes Rush Group LLC | 237 | $23,208.13 | $33,070.98 | $9,862.85 | 42.5% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,674 | $354,222.82 | $373,129.93 | $18,907.11 | 5.34% |
Scott Kapusta First County Bank /CT/ | 14,165 | $1.55M | $1.98M | $423,533.02 | 27.27% |
John Derrick Eldred Rock Partners, LLC | 103,551 | $10.65M | $14.45M | $3.8M | 35.71% |
Ian Wang Plato Investment Management Ltd | 14,053 | $1.62M | $1.96M | $340,723.28 | 21.03% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,238 | $293,193 | $312,290.5 | $19,097.5 | 6.51% |
John Shanley Aspect Partners, LLC | 61 | $8,648.82 | $8,511.94 | -$136.88 | -1.58% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 12,067 | $1.09M | $1.68M | $593,092.45 | 54.38% |