| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 26,939 | $728,275.39 | $1.02M | $295,002.52 | 40.51% |
| CWL Channel Wealth LLC Channel Wealth LLC | 11,091 | $296,026.14 | $420,737.08 | $124,710.94 | 42.13% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 55,037 | $1.44M | $2.09M | $649,698.39 | 45.18% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 3,543 | $94,802.11 | $134,580.85 | $39,778.74 | 41.96% |
Alexandra Stickelman Root Financial Partners, LLC | 31,633 | $937,524.79 | $1.2M | $264,054.71 | 28.17% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 7,116 | $269,269 | $270,301.26 | $1,032.26 | 0.38% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 5,745 | $214,959 | $218,223.82 | $3,264.82 | 1.52% |
Nemes Rush Group LLC Nemes Rush Group LLC | 5,792 | $156,994.92 | $220,009.12 | $63,014.2 | 40.14% |
Megan J. Lottier Rockwood Wealth Management, LLC | 29,228 | $648,269.3 | $1.11M | $463,125.4 | 71.44% |
John Shanley Aspect Partners, LLC | 3 | $96 | $112.56 | $16.56 | 17.25% |
Andrew Wiener Samjo Management, LLC | 50,150 | $1.47M | $1.9M | $436,351.08 | 29.71% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 22,606 | $758,549.01 | $857,445.58 | $98,896.57 | 13.04% |
Annmarie Young KPP Advisory Services LLC | 10,423 | $305,740.47 | $395,344.39 | $89,603.92 | 29.31% |
Thomas Dobbins New Republic Capital, LLC | 5,384 | $203,731 | $204,215.12 | $484.12 | 0.24% |
John Hayes LongView Wealth Management | 10,118 | $300,303.22 | $386,507.6 | $86,204.38 | 28.71% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 21,143 | $517,372.29 | $803,962.57 | $286,590.28 | 55.39% |
| TM Timothy Monaco Dechtman Wealth Management, LLC | 10,339 | $274,954.92 | $392,158.27 | $117,203.35 | 42.63% |
Denise Reinert CGC Financial Services, LLC | 408 | $10,751.03 | $15,514.2 | $4,763.17 | 44.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 85,458 | $2.76M | $3.26M | $505,963.22 | 18.34% |
Peter David N Soliman Second Line Capital, LLC | 7,871 | $258,064.38 | $298,547.03 | $40,482.65 | 15.69% |