| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 101,411 | $20.92M | $27.48M | $6.57M | 31.4% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 800 | $240,360 | $218,888 | -$21,472 | -8.93% |
Eugene Donato KENNEDY INVESTMENT GROUP | 730 | $176,691.8 | $200,479.9 | $23,788.1 | 13.46% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,700 | $349,391.52 | $462,111 | $112,719.48 | 32.26% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 11,891 | $2.12M | $3.23M | $1.12M | 52.93% |
Courtney Holt Compound Planning, Inc. | 42,212 | $9.06M | $11.54M | $2.49M | 27.48% |
Katherine Stoner Empower Advisory Group, LLC | 7.93M | $1.47B | $2.14B | $671.42M | 45.59% |
Nemes Rush Group LLC Nemes Rush Group LLC | 212 | $52,186 | $57,924.76 | $5,738.76 | 11% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,118 | $271,180.82 | $304,297.24 | $33,116.42 | 12.21% |
Scott Kapusta First County Bank /CT/ | 2,962 | $637,334.31 | $813,069 | $175,734.69 | 27.57% |
Megan J. Lottier Rockwood Wealth Management, LLC | 2,388 | $532,437.5 | $658,443.24 | $126,005.74 | 23.67% |
John Shanley Aspect Partners, LLC | 61,812 | $17.81M | $16.76M | -$1.04M | -5.87% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,219 | $914,997.96 | $1.16M | $245,564.51 | 26.84% |
| MRC Martin R. Curiel MYECFO, LLC | 945 | $229,111 | $257,805.45 | $28,694.45 | 12.52% |
Nancy Smetek Arcataur Capital Management LLC | 978 | $211,043 | $268,480.56 | $57,437.56 | 27.22% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,124 | $2.78M | $3.32M | $530,729.43 | 19.06% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 10,463 | $3.14M | $2.88M | -$265,246.33 | -8.44% |
Bradley H. Owens LJI Wealth Management, LLC | 37,265 | $8.25M | $10.2M | $1.95M | 23.62% |
Annmarie Young KPP Advisory Services LLC | 850 | $210,800 | $230,486 | $19,686 | 9.34% |
Keith Henderson CULTIVAR CAPITAL, INC. | 3,135 | $640,176.43 | $855,259.35 | $215,082.92 | 33.6% |