| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 891 | $238,240.82 | $298,752.3 | $60,511.48 | 25.4% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 18,156 | $1.6M | $6.09M | $4.49M | 280.04% |
Eugene Donato KENNEDY INVESTMENT GROUP | 1,749 | $295,417.68 | $586,439.7 | $291,022.02 | 98.51% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,064 | $327,744 | $356,759.2 | $29,015.2 | 8.85% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 3,362 | $690,028.14 | $1.13M | $437,250.46 | 63.37% |
Staci Compagno Portside Wealth Group, LLC | 3,345 | $947,596.67 | $1.12M | $173,981.83 | 18.36% |
Courtney Holt Compound Planning, Inc. | 22,735 | $5.07M | $7.62M | $2.55M | 50.28% |
William P Fox Hudson Canyon Capital Management | 11,388 | $2.14M | $3.82M | $1.68M | 78.7% |
Katherine Stoner Empower Advisory Group, LLC | 404,936 | $117.8M | $135.78M | $17.97M | 15.26% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 914 | $134,919.02 | $306,464.2 | $171,545.18 | 127.15% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,773 | $256,831.44 | $594,486.9 | $337,655.46 | 131.47% |
Scott Kapusta First County Bank /CT/ | 1,299 | $273,961.23 | $435,554.7 | $161,593.47 | 58.98% |
Ian Wang Plato Investment Management Ltd | 32,783 | $5.16M | $10.99M | $5.83M | 113.03% |
Shawn Scholz Impact Partnership Wealth, LLC | 765 | $230,300.13 | $256,504.5 | $26,204.37 | 11.38% |
John Shanley Aspect Partners, LLC | 182 | $23,239.66 | $61,024.6 | $37,784.94 | 162.59% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 65 | $16,354.05 | $21,794.5 | $5,440.45 | 33.27% |
KATHLEEN VANORMER UNION SAVINGS BANK | 3,098 | $517,873.47 | $1.04M | $520,885.93 | 100.58% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,579 | $420,854.14 | $864,738.7 | $443,884.56 | 105.47% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 669 | $206,208 | $224,315.7 | $18,107.7 | 8.78% |
Nancy Smetek Arcataur Capital Management LLC | 1,470 | $233,686.13 | $492,891 | $259,204.87 | 110.92% |