| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 10,862 | $3.27M | $4.08M | $810,005.8 | 24.74% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 8,766 | $3.4M | $3.3M | -$108,647.74 | -3.19% |
Staci Compagno Portside Wealth Group, LLC | 1,105 | $422,724.91 | $415,468.94 | -$7,255.97 | -1.72% |
Courtney Holt Compound Planning, Inc. | 10,254 | $2.62M | $3.91M | $1.29M | 49.07% |
Katherine Stoner Empower Advisory Group, LLC | 8,029 | $1.64M | $3.02M | $1.38M | 83.89% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 3,747 | $716,195.7 | $1.43M | $713,921.83 | 99.68% |
Andrew Nall PMV Capital Advisers, LLC | 6,803 | $1.75M | $2.59M | $834,123.81 | 47.63% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,415 | $465,061.87 | $918,424.5 | $453,362.63 | 97.48% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 6,189 | $2.45M | $2.33M | -$125,760.48 | -5.13% |
Scott Kapusta First County Bank /CT/ | 700 | $202,365.59 | $267,169.01 | $64,803.42 | 32.02% |
Megan J. Lottier Rockwood Wealth Management, LLC | 2,238 | $708,934.45 | $841,465.62 | $132,531.17 | 18.69% |
Shawn Scholz Impact Partnership Wealth, LLC | 56,374 | $18.42M | $21.2M | $2.78M | 15.06% |
Chad Tobin Slagle Financial, LLC | 696 | $162,180.93 | $261,689.04 | $99,508.11 | 61.36% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 8,531 | $2.25M | $3.25M | $994,661.4 | 44.2% |
John Shanley Aspect Partners, LLC | 8,733 | $2.52M | $3.33M | $814,701.44 | 32.38% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,101 | $350,599.77 | $421,363.7 | $70,763.93 | 20.18% |
| DT Derek Tinnin Altiora Financial Group, LLC | 1,560 | $292,938.54 | $596,138.4 | $303,199.86 | 103.5% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,954 | $824,254.34 | $1.13M | $303,198.87 | 36.78% |
Nancy Smetek Arcataur Capital Management LLC | 2,233 | $515,013.87 | $851,208.43 | $336,194.56 | 65.28% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 27,047 | $8.77M | $10.29M | $1.52M | 17.27% |