| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eugene Donato KENNEDY INVESTMENT GROUP | 3,742 | $631,606.09 | $836,898.26 | $205,292.17 | 32.5% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,189 | $351,709.16 | $265,919.84 | -$85,789.32 | -24.39% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,918 | $739,741.73 | $652,610.67 | -$87,131.06 | -11.78% |
Staci Compagno Portside Wealth Group, LLC | 4,120 | $659,988.17 | $921,437.96 | $261,449.79 | 39.61% |
Courtney Holt Compound Planning, Inc. | 34,236 | $6.37M | $7.66M | $1.29M | 20.24% |
Katherine Stoner Empower Advisory Group, LLC | 11,569 | $2.44M | $2.73M | $293,579.93 | 12.05% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 2,396 | $678,728.48 | $566,198.76 | -$112,529.72 | -16.58% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,130 | $459,928.73 | $733,421.63 | $273,492.9 | 59.46% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 791 | $222,516 | $186,660.18 | -$35,855.82 | -16.11% |
Scott Kapusta First County Bank /CT/ | 4,983 | $831,418.45 | $1.11M | $283,029.45 | 34.04% |
Ian Wang Plato Investment Management Ltd | 19,502 | $4.23M | $4.62M | $391,371.21 | 9.24% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,306 | $1.65M | $1.41M | -$243,275.17 | -14.71% |
Chad Tobin Slagle Financial, LLC | 1,317 | $342,726.22 | $294,547.04 | -$48,179.18 | -14.06% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 1,150 | $254,243 | $257,197.49 | $2,954.49 | 1.16% |
John Shanley Aspect Partners, LLC | 566 | $113,688.6 | $126,585.89 | $12,897.29 | 11.34% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 634 | $90,379.63 | $141,794.09 | $51,414.46 | 56.89% |
| DT Derek Tinnin Altiora Financial Group, LLC | 892 | $197,192.62 | $210,788.52 | $13,595.9 | 6.89% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,301 | $186,543.14 | $290,968.64 | $104,425.5 | 55.98% |
Andrew Wiener Samjo Management, LLC | 800 | $224,968 | $187,456.01 | -$37,511.99 | -16.67% |
Michael Ryan Michael S. Ryan, Inc. | 2,260 | $333,656.77 | $505,448.98 | $171,792.21 | 51.49% |