| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 7,024 | $386,320.57 | $545,132.64 | $158,812.07 | 41.11% |
Staci Compagno Portside Wealth Group, LLC | 96,309 | $6.86M | $7.47M | $618,568.01 | 9.02% |
Courtney Holt Compound Planning, Inc. | 54,680 | $2.82M | $4.24M | $1.42M | 50.45% |
Katherine Stoner Empower Advisory Group, LLC | 35,186 | $1.78M | $2.73M | $950,446.92 | 53.39% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 48,162 | $2.42M | $3.74M | $1.32M | 54.45% |
Nemes Rush Group LLC Nemes Rush Group LLC | 632 | $41,993.3 | $49,049.52 | $7,056.22 | 16.8% |
Scott Kapusta First County Bank /CT/ | 4,918 | $276,763.18 | $381,685.98 | $104,922.8 | 37.91% |
Megan J. Lottier Rockwood Wealth Management, LLC | 5,972 | $494,728 | $463,486.92 | -$31,241.08 | -6.31% |
Shawn Scholz Impact Partnership Wealth, LLC | 8,647 | $577,150.71 | $671,093.67 | $93,942.96 | 16.28% |
Chad Tobin Slagle Financial, LLC | 4,966 | $259,679.15 | $385,411.26 | $125,732.11 | 48.42% |
John Shanley Aspect Partners, LLC | 185,185 | $12.53M | $14.37M | $1.84M | 14.67% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 13,145 | $646,622.4 | $1.02M | $373,561.05 | 57.77% |
| DT Derek Tinnin Altiora Financial Group, LLC | 2,600 | $215,384 | $208,026.01 | -$7,357.99 | -3.42% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 3,297 | $176,488.44 | $255,880.17 | $79,391.73 | 44.98% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 8,725 | $543,126.31 | $677,147.25 | $134,020.94 | 24.68% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 41,327 | $2.66M | $3.21M | $551,347 | 20.76% |
Bradley H. Owens LJI Wealth Management, LLC | 14,634 | $983,700.73 | $1.14M | $152,044.01 | 15.46% |
Carrie Miller Trellis Wealth Advisors LLC | 2,875 | $200,532 | $223,128.75 | $22,596.75 | 11.27% |
Annmarie Young KPP Advisory Services LLC | 22,866 | $1.28M | $1.77M | $495,533.26 | 38.74% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 7,010 | $346,407.49 | $544,046.1 | $197,638.61 | 57.05% |