| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 3,198 | $734,610.85 | $1.33M | $593,198.78 | 80.75% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 852 | $318,287.7 | $353,750.41 | $35,462.71 | 11.14% |
Staci Compagno Portside Wealth Group, LLC | 1,794 | $666,070.15 | $744,868.82 | $78,798.67 | 11.83% |
Courtney Holt Compound Planning, Inc. | 6,499 | $1.98M | $2.7M | $719,375.36 | 36.35% |
William P Fox Hudson Canyon Capital Management | 8,102 | $976,492.12 | $3.36M | $2.39M | 244.49% |
Katherine Stoner Empower Advisory Group, LLC | 1,052 | $260,471.86 | $483,877.91 | $223,406.05 | 85.77% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 678 | $244,557.77 | $311,398.62 | $66,840.85 | 27.33% |
Nemes Rush Group LLC Nemes Rush Group LLC | 51,063 | $10.65M | $23.06M | $12.4M | 116.43% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 628 | $267,604 | $288,854.87 | $21,250.87 | 7.94% |
Scott Kapusta First County Bank /CT/ | 4,622 | $814,765.71 | $1.92M | $1.1M | 135.53% |
Ian Wang Plato Investment Management Ltd | 12,773 | $4.16M | $5.73M | $1.57M | 37.9% |
John Shanley Aspect Partners, LLC | 58 | $14,733.47 | $24,081.6 | $9,348.13 | 63.45% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 25 | $5,332.35 | $10,380 | $5,047.65 | 94.66% |
Michael Ryan Michael S. Ryan, Inc. | 1,573 | $592,565.93 | $653,109.62 | $60,543.69 | 10.22% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 25,655 | $8.65M | $10.65M | $2M | 23.16% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 806 | $198,489.43 | $334,651.21 | $136,161.78 | 68.6% |
Annmarie Young KPP Advisory Services LLC | 3,217 | $1.07M | $1.34M | $262,334.99 | 24.44% |
| MWS MFA Wealth Services MFA Wealth Services | 2,140 | $732,257.24 | $888,528.02 | $156,270.78 | 21.34% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11,047 | $4.71M | $4.59M | -$120,633.49 | -2.56% |
Thomas Dobbins New Republic Capital, LLC | 1,099 | $367,183.62 | $442,534.34 | $75,350.72 | 20.52% |