| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 6,395 | $431,169.57 | $628,308.75 | $197,139.18 | 45.72% |
Gregory Bosch Strategies Wealth Advisors, LLC | 289,181 | $19.36M | $29.26M | $9.91M | 51.17% |
Brett Pohl Invera Wealth Advisors, LLC | 48,398 | $3.43M | $4.76M | $1.33M | 38.8% |
Alexandra Stickelman Root Financial Partners, LLC | 13,638 | $1.13M | $1.34M | $206,823.57 | 18.25% |
Benjamin J. Jones National Wealth Management Group, LLC | 3,287 | $287,016.71 | $322,947.75 | $35,931.04 | 12.52% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 39,064 | $3.55M | $3.84M | $290,759.05 | 8.2% |
Eugene Donato KENNEDY INVESTMENT GROUP | 8,231 | $794,956 | $808,695.75 | $13,739.75 | 1.73% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 29,742 | $1.92M | $2.92M | $998,730.95 | 51.92% |
Staci Compagno Portside Wealth Group, LLC | 70,013 | $6.41M | $6.88M | $473,587.53 | 7.39% |
Courtney Holt Compound Planning, Inc. | 209,568 | $17.45M | $20.59M | $3.14M | 18.02% |
Katherine Stoner Empower Advisory Group, LLC | 35,909 | $2.71M | $3.63M | $920,989.98 | 34.03% |
MATTHEW HALL Hill Investment Group Partners, LLC | 5,085 | $357,373.69 | $513,635.85 | $156,262.16 | 43.73% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,118 | $265,978.45 | $315,510.42 | $49,531.97 | 18.62% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 10,436 | $720,197.45 | $1.05M | $333,942.91 | 46.37% |
Scott Kapusta First County Bank /CT/ | 22,135 | $1.59M | $2.17M | $584,047.03 | 36.72% |
Megan J. Lottier Rockwood Wealth Management, LLC | 26,712 | $2.1M | $2.62M | $525,219.91 | 25.02% |
Shawn Scholz Impact Partnership Wealth, LLC | 10,001 | $917,095.36 | $982,598.25 | $65,502.89 | 7.14% |
Chad Tobin Slagle Financial, LLC | 29,153 | $2.47M | $2.86M | $393,560.01 | 15.93% |
John Shanley Aspect Partners, LLC | 191,616 | $15.81M | $18.83M | $3.02M | 19.08% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 18,327 | $1.24M | $1.8M | $559,528.34 | 45.08% |