| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 3,120 | $369,408.96 | $369,158.4 | -$250.56 | -0.07% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 900 | $111,753 | $106,488 | -$5,265 | -4.71% |
Courtney Holt Compound Planning, Inc. | 102,980 | $9.3M | $12.18M | $2.89M | 31.07% |
Katherine Stoner Empower Advisory Group, LLC | 28,846 | $2.08M | $3.59M | $1.51M | 72.56% |
Nemes Rush Group LLC Nemes Rush Group LLC | 172 | $16,019.17 | $21,549.88 | $5,530.71 | 34.53% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 9,028 | $602,754.93 | $1.12M | $520,508.83 | 86.35% |
Scott Kapusta First County Bank /CT/ | 2,056 | $177,735.62 | $243,265.92 | $65,530.3 | 36.87% |
Megan J. Lottier Rockwood Wealth Management, LLC | 6,096 | $573,591.09 | $721,278.72 | $147,687.63 | 25.75% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,973 | $414,109.6 | $470,085.36 | $55,975.76 | 13.52% |
John Shanley Aspect Partners, LLC | 3,300 | $250,113.6 | $390,456 | $140,342.4 | 56.11% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 872 | $59,392.88 | $103,175.04 | $43,782.16 | 73.72% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,750 | $217,243 | $207,060 | -$10,183 | -4.69% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 51,647 | $5.66M | $6.11M | $449,245.17 | 7.93% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 2,956 | $224,044.11 | $349,753.92 | $125,709.81 | 56.11% |
Thomas Healy PFW Advisors LLC | 253,707 | $11.48M | $30.02M | $18.54M | 161.49% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 8,834 | $1.08M | $1.05M | -$35,362.59 | -3.27% |
Thomas Dobbins New Republic Capital, LLC | 5,040 | $578,118.56 | $618,609.6 | $40,491.04 | 7% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 14,984 | $1.34M | $1.77M | $432,218.52 | 32.24% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 11,388 | $1.12M | $1.35M | $222,922.1 | 19.82% |
John Hayes LongView Wealth Management | 9,214 | $975,960.57 | $1.09M | $114,239.91 | 11.71% |