| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 4,088 | $338,074.6 | $639,772 | $301,697.4 | 89.24% |
Alexandra Stickelman Root Financial Partners, LLC | 1,893 | $211,080.83 | $296,254.5 | $85,173.67 | 40.35% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 1,780 | $192,032.09 | $278,881.5 | $86,849.41 | 45.23% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,070 | $258,249.96 | $323,830.8 | $65,580.84 | 25.39% |
Jorge Paganin Abacus Wealth Partners, LLC | 6,107 | $758,802.98 | $956,661.55 | $197,858.57 | 26.08% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 22,571 | $2.52M | $3.53M | $1M | 39.75% |
Staci Compagno Portside Wealth Group, LLC | 15,449 | $1.27M | $2.41M | $1.14M | 89.44% |
Courtney Holt Compound Planning, Inc. | 40,613 | $4.5M | $6.44M | $1.95M | 43.29% |
Katherine Stoner Empower Advisory Group, LLC | 7,129 | $756,268.11 | $1.11M | $357,246.04 | 47.24% |
Nemes Rush Group LLC Nemes Rush Group LLC | 26,864 | $2.97M | $4.28M | $1.32M | 44.32% |
Scott Kapusta First County Bank /CT/ | 13,553 | $1.17M | $2.11M | $944,005.44 | 80.83% |
Ian Wang Plato Investment Management Ltd | 50,583 | $4.34M | $7.9M | $3.56M | 82.11% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,268 | $251,751.51 | $354,828.6 | $103,077.09 | 40.94% |
Chad Tobin Slagle Financial, LLC | 1,747 | $155,851.95 | $273,999.48 | $118,147.53 | 75.81% |
John Shanley Aspect Partners, LLC | 177 | $19,809.04 | $27,640.32 | $7,831.28 | 39.53% |
Nancy Smetek Arcataur Capital Management LLC | 3,544 | $298,255.13 | $561,440.48 | $263,185.35 | 88.24% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,686 | $1.22M | $1.7M | $479,254.58 | 39.12% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 3,294 | $365,359.69 | $522,131.94 | $156,772.25 | 42.91% |
Annmarie Young KPP Advisory Services LLC | 2,175 | $182,961.38 | $340,072.12 | $157,110.74 | 85.87% |
| MWS MFA Wealth Services MFA Wealth Services | 7,728 | $1.08M | $1.21M | $129,124.16 | 11.99% |