| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 4,642 | $1.36M | $992,227.5 | -$369,995.29 | -27.16% |
Alexandra Stickelman Root Financial Partners, LLC | 2,666 | $663,598.15 | $569,857.5 | -$93,740.65 | -14.13% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 2,435 | $532,443.27 | $533,435.47 | $992.2 | 0.19% |
Able Financial Group LLC ABLE Financial Group, LLC | 1,979 | $361,534.93 | $422,246.56 | $60,711.63 | 16.79% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,748 | $811,560.69 | $587,385 | -$224,175.69 | -27.62% |
Eugene Donato KENNEDY INVESTMENT GROUP | 3,585 | $587,453.3 | $764,908.51 | $177,455.21 | 30.21% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,844 | $646,141.3 | $607,905 | -$38,236.3 | -5.92% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,749 | $692,217.23 | $587,598.75 | -$104,618.48 | -15.11% |
Staci Compagno Portside Wealth Group, LLC | 5,310 | $819,225.1 | $1.12M | $303,839.9 | 37.09% |
Courtney Holt Compound Planning, Inc. | 34,238 | $6.37M | $7.32M | $950,050.97 | 14.92% |
Katherine Stoner Empower Advisory Group, LLC | 11,171 | $2.32M | $2.39M | $63,248.3 | 2.72% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 2,381 | $674,510.33 | $508,938.75 | -$165,571.58 | -24.55% |
Andrew Nall PMV Capital Advisers, LLC | 1 | $242.43 | $213.75 | -$28.68 | -11.83% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,109 | $454,024.22 | $664,548.75 | $210,524.53 | 46.37% |
Scott Kapusta First County Bank /CT/ | 4,983 | $831,418.45 | $1.07M | $233,697.8 | 28.11% |
Ian Wang Plato Investment Management Ltd | 21,166 | $4.53M | $4.52M | -$6,220.83 | -0.14% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,546 | $1.16M | $971,707.5 | -$186,986.71 | -16.14% |
Chad Tobin Slagle Financial, LLC | 15,474 | $2.78M | $3.31M | $524,036.28 | 18.83% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 1,150 | $254,243 | $245,812.5 | -$8,430.5 | -3.32% |
John Shanley Aspect Partners, LLC | 518 | $100,188.38 | $109,401.6 | $9,213.22 | 9.2% |