| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Able Financial Group LLC ABLE Financial Group, LLC | 3,728 | $628,940.87 | $956,791.2 | $327,850.33 | 52.13% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 10,058 | $1.96M | $2.57M | $612,617.33 | 31.28% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,772 | $342,621.37 | $453,818.06 | $111,196.69 | 32.45% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,433 | $301,077.56 | $367,134.6 | $66,057.04 | 21.94% |
Courtney Holt Compound Planning, Inc. | 2,011 | $356,019.21 | $514,554.57 | $158,535.36 | 44.53% |
Katherine Stoner Empower Advisory Group, LLC | 2,604 | $490,902.56 | $664,228.32 | $173,325.76 | 35.31% |
Nemes Rush Group LLC Nemes Rush Group LLC | 51 | $9,121.84 | $13,057.02 | $3,935.18 | 43.14% |
Scott Kapusta First County Bank /CT/ | 3,521 | $658,145.43 | $905,460.36 | $247,314.93 | 37.58% |
Megan J. Lottier Rockwood Wealth Management, LLC | 2,181 | $369,334.35 | $561,651.12 | $192,316.77 | 52.07% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 431 | $69,942.64 | $110,387.72 | $40,445.08 | 57.83% |
| MRC Martin R. Curiel MYECFO, LLC | 8,215 | $1.26M | $2.11M | $852,354.67 | 67.86% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,665 | $1.99M | $2.47M | $485,131.8 | 24.39% |
Bradley H. Owens LJI Wealth Management, LLC | 1,962 | $475,648 | $504,469.44 | $28,821.44 | 6.06% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 3,830 | $604,488.91 | $979,790.6 | $375,301.69 | 62.09% |
Thomas Healy PFW Advisors LLC | 105,963 | $13.79M | $27.14M | $13.35M | 96.8% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 4,381 | $787,640.1 | $1.12M | $332,537.79 | 42.22% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,671 | $405,076 | $429,797.91 | $24,721.91 | 6.1% |
Thomas Dobbins New Republic Capital, LLC | 3,003 | $625,642.53 | $768,392.62 | $142,750.09 | 22.82% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 1,069 | $217,777.82 | $273,786.93 | $56,009.11 | 25.72% |
John Hayes LongView Wealth Management | 3,894 | $740,462.16 | $1M | $259,633.86 | 35.06% |