| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 42,292 | $8.63M | $9.86M | $1.23M | 14.2% |
Katherine Stoner Empower Advisory Group, LLC | 11,569 | $2.44M | $2.68M | $240,246.84 | 9.86% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 2,396 | $678,728.48 | $556,111.6 | -$122,616.88 | -18.07% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,130 | $459,928.73 | $729,634.3 | $269,705.57 | 58.64% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 791 | $222,516 | $182,535.11 | -$39,980.89 | -17.97% |
Scott Kapusta First County Bank /CT/ | 5,015 | $838,456.21 | $1.17M | $331,794.04 | 39.57% |
Ian Wang Plato Investment Management Ltd | 19,502 | $4.23M | $4.51M | $275,139.49 | 6.5% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,306 | $1.65M | $1.46M | -$190,809.19 | -11.54% |
Chad Tobin Slagle Financial, LLC | 1,317 | $342,726.22 | $310,502.5 | -$32,223.72 | -9.4% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 1,150 | $254,243 | $267,455.51 | $13,212.51 | 5.2% |
John Shanley Aspect Partners, LLC | 566 | $113,688.6 | $131,119.56 | $17,430.96 | 15.33% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 634 | $90,379.63 | $148,432.08 | $58,052.45 | 64.23% |
| DT Derek Tinnin Altiora Financial Group, LLC | 892 | $197,192.62 | $208,389.04 | $11,196.42 | 5.68% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,301 | $186,543.14 | $302,378.42 | $115,835.28 | 62.1% |
Andrew Wiener Samjo Management, LLC | 800 | $224,968 | $186,320 | -$38,648 | -17.18% |
Michael Ryan Michael S. Ryan, Inc. | 1,627 | $249,043.63 | $378,944.57 | $129,900.94 | 52.16% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 22,545 | $5.85M | $5.26M | -$589,000.3 | -10.08% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 800 | $224,968 | $186,896 | -$38,072 | -16.92% |
Bradley H. Owens LJI Wealth Management, LLC | 1,149 | $256,589.15 | $266,165.85 | $9,576.7 | 3.73% |
Annmarie Young KPP Advisory Services LLC | 1,677 | $259,663.74 | $390,338.52 | $130,674.78 | 50.32% |