| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 273 | $178,454.74 | $270,349.16 | $91,894.42 | 51.49% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 400 | $270,444.36 | $396,115.99 | $125,671.63 | 46.47% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 933 | $839,780.21 | $923,940.55 | $84,160.34 | 10.02% |
Eugene Donato KENNEDY INVESTMENT GROUP | 1,368 | $953,978.68 | $1.35M | $400,738.01 | 42.01% |
Jorge Paganin Abacus Wealth Partners, LLC | 572 | $557,878.87 | $566,445.87 | $8,567 | 1.54% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 896 | $379,854.64 | $887,299.82 | $507,445.18 | 133.59% |
Staci Compagno Portside Wealth Group, LLC | 1,980 | $1.66M | $1.96M | $296,041.38 | 17.78% |
Courtney Holt Compound Planning, Inc. | 3,584 | $1.33M | $3.55M | $2.22M | 166.48% |
Katherine Stoner Empower Advisory Group, LLC | 15,183 | $10.44M | $15.79M | $5.35M | 51.18% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 431 | $260,820.57 | $427,056.35 | $166,235.78 | 63.74% |
Nemes Rush Group LLC Nemes Rush Group LLC | 382 | $161,477.86 | $406,161.5 | $244,683.64 | 151.53% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 775 | $839,040.09 | $805,922.5 | -$33,117.59 | -3.95% |
Ian Wang Plato Investment Management Ltd | 10,345 | $4.99M | $10.24M | $5.25M | 105.08% |
Shawn Scholz Impact Partnership Wealth, LLC | 207 | $243,255 | $204,990.03 | -$38,264.97 | -15.73% |
John Shanley Aspect Partners, LLC | 58 | $12,109.47 | $57,436.82 | $45,327.35 | 374.31% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 7 | $4,575 | $6,932.03 | $2,357.03 | 51.52% |
Driton Bilali Ilex Capital Partners (UK) LLP | 40,906 | $48.06M | $43.49M | -$4.57M | -9.5% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 565 | $303,598 | $559,513.84 | $255,915.84 | 84.29% |
Kure Advisory LLC Kure Advisory, LLC | 182 | $213,825 | $180,232.78 | -$33,592.22 | -15.71% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 190 | $223,223 | $188,155.1 | -$35,067.9 | -15.71% |