| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 800 | $240,360 | $232,960.01 | -$7,399.99 | -3.08% |
Eugene Donato KENNEDY INVESTMENT GROUP | 730 | $176,691.8 | $212,576.01 | $35,884.21 | 20.31% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,700 | $349,391.52 | $495,040.02 | $145,648.5 | 41.69% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 11,891 | $2.12M | $3.46M | $1.35M | 63.72% |
Courtney Holt Compound Planning, Inc. | 43,256 | $9.28M | $12.6M | $3.32M | 35.8% |
Katherine Stoner Empower Advisory Group, LLC | 8.59M | $1.59B | $2.5B | $910.73M | 57.25% |
Nemes Rush Group LLC Nemes Rush Group LLC | 212 | $52,186 | $61,734.4 | $9,548.4 | 18.3% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,118 | $271,180.82 | $325,561.61 | $54,380.79 | 20.05% |
Scott Kapusta First County Bank /CT/ | 3,081 | $658,366.36 | $897,187.23 | $238,820.87 | 36.27% |
Megan J. Lottier Rockwood Wealth Management, LLC | 2,388 | $532,437.5 | $695,385.62 | $162,948.12 | 30.6% |
John Shanley Aspect Partners, LLC | 61,812 | $17.81M | $18M | $192,177.8 | 1.08% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,397 | $948,332.05 | $1.28M | $332,074.39 | 35.02% |
| MRC Martin R. Curiel MYECFO, LLC | 945 | $229,111 | $284,917.5 | $55,806.5 | 24.36% |
Nancy Smetek Arcataur Capital Management LLC | 978 | $211,043 | $284,793.61 | $73,750.61 | 34.95% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,124 | $2.78M | $3.53M | $745,809.31 | 26.78% |
Bradley H. Owens LJI Wealth Management, LLC | 37,265 | $8.25M | $10.85M | $2.6M | 31.5% |
Jeremy Sorci Premier Financial Group | 655 | $147,467.36 | $190,736.01 | $43,268.65 | 29.34% |
Annmarie Young KPP Advisory Services LLC | 850 | $210,800 | $247,520.01 | $36,720.01 | 17.42% |
Keith Henderson CULTIVAR CAPITAL, INC. | 3,290 | $671,282.86 | $958,048.03 | $286,765.17 | 42.72% |
Thomas Healy PFW Advisors LLC | 24,589 | $4.49M | $7.16M | $2.67M | 59.49% |