| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 2,103 | $279,600.07 | $337,899.52 | $58,299.45 | 20.85% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 250 | $35,787.56 | $40,840 | $5,052.44 | 14.12% |
Able Financial Group LLC ABLE Financial Group, LLC | 1,718 | $266,462 | $278,178.56 | $11,716.56 | 4.4% |
Benjamin J. Jones National Wealth Management Group, LLC | 3,561 | $467,114.24 | $576,614.92 | $109,500.68 | 23.44% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 3,383 | $449,812.19 | $543,377.46 | $93,565.27 | 20.8% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,038 | $243,555.23 | $328,158.76 | $84,603.53 | 34.74% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,675 | $304,192.69 | $432,039.25 | $127,846.56 | 42.03% |
Staci Compagno Portside Wealth Group, LLC | 1,817 | $260,103 | $291,156.1 | $31,053.1 | 11.94% |
Courtney Holt Compound Planning, Inc. | 10,771 | $1.24M | $1.73M | $491,633.72 | 39.67% |
Katherine Stoner Empower Advisory Group, LLC | 6,303 | $683,493.57 | $1.01M | $326,625.21 | 47.79% |
Nemes Rush Group LLC Nemes Rush Group LLC | 237 | $23,208.13 | $37,987.54 | $14,779.41 | 63.68% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 5,520 | $761,610.19 | $890,817.6 | $129,207.41 | 16.97% |
Scott Kapusta First County Bank /CT/ | 13,372 | $1.47M | $2.18M | $712,259.26 | 48.58% |
John Derrick Eldred Rock Partners, LLC | 104,408 | $10.78M | $16.71M | $5.93M | 54.97% |
Ian Wang Plato Investment Management Ltd | 14,122 | $1.63M | $2.26M | $632,857.5 | 38.82% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,743 | $365,496.19 | $439,949.77 | $74,453.58 | 20.37% |
John Shanley Aspect Partners, LLC | 61 | $8,648.82 | $9,824.66 | $1,175.84 | 13.6% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 11,913 | $1.08M | $1.93M | $854,876.29 | 79.39% |
Andrew Wiener Samjo Management, LLC | 32,960 | $3.55M | $5.28M | $1.73M | 48.84% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,722 | $870,993.65 | $1.24M | $367,615.15 | 42.21% |