| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 26,489 | $2.6M | $3.24M | $632,553.81 | 24.3% |
Jorge Paganin Abacus Wealth Partners, LLC | 3,120 | $369,408.96 | $382,480.8 | $13,071.84 | 3.54% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 900 | $111,753 | $110,430 | -$1,323 | -1.18% |
Courtney Holt Compound Planning, Inc. | 177,468 | $17.67M | $21.96M | $4.29M | 24.28% |
Katherine Stoner Empower Advisory Group, LLC | 28,846 | $2.08M | $3.51M | $1.43M | 68.79% |
Nemes Rush Group LLC Nemes Rush Group LLC | 172 | $16,019.17 | $21,254.04 | $5,234.87 | 32.68% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 9,028 | $602,754.93 | $1.11M | $504,529.27 | 83.7% |
Scott Kapusta First County Bank /CT/ | 1,956 | $170,156.32 | $242,035.44 | $71,879.12 | 42.24% |
Megan J. Lottier Rockwood Wealth Management, LLC | 6,096 | $573,591.09 | $753,709.44 | $180,118.35 | 31.4% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,973 | $414,109.6 | $485,381.41 | $71,271.81 | 17.21% |
John Shanley Aspect Partners, LLC | 3,300 | $250,113.6 | $402,963 | $152,849.4 | 61.11% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 871 | $59,324 | $108,213.04 | $48,889.04 | 82.41% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,750 | $217,243 | $215,932.5 | -$1,310.5 | -0.6% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 51,647 | $5.66M | $6.39M | $727,405.58 | 12.85% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 2,956 | $224,044.11 | $364,992.1 | $140,947.99 | 62.91% |
Thomas Healy PFW Advisors LLC | 252,751 | $11.44M | $31.32M | $19.88M | 173.77% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 8,834 | $1.08M | $1.08M | $4,213.73 | 0.39% |
Thomas Dobbins New Republic Capital, LLC | 5,040 | $578,118.56 | $616,669.2 | $38,550.64 | 6.67% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 14,984 | $1.34M | $1.85M | $506,988.68 | 37.82% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 11,388 | $1.12M | $1.42M | $291,250.1 | 25.9% |