| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MN Mark Neitzel M1 Capital Management LLC | 4,828 | $426,772.14 | $549,764.36 | $122,992.22 | 28.82% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 965 | $67,473.02 | $105,850.85 | $38,377.83 | 56.88% |
Gregory Bosch Strategies Wealth Advisors, LLC | 1,984 | $218,886 | $227,802.88 | $8,916.88 | 4.07% |
Brett Pohl Invera Wealth Advisors, LLC | 4,364 | $401,357.08 | $478,687.16 | $77,330.08 | 19.27% |
Alexandra Stickelman Root Financial Partners, LLC | 3,585 | $390,374.56 | $393,238.65 | $2,864.09 | 0.73% |
Able Financial Group LLC ABLE Financial Group, LLC | 22,914 | $1.83M | $2.51M | $688,351.9 | 37.72% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,000 | $110,320 | $109,690 | -$630 | -0.57% |
Courtney Holt Compound Planning, Inc. | 12,426 | $1.08M | $1.36M | $281,211.29 | 25.99% |
Katherine Stoner Empower Advisory Group, LLC | 7,356 | $591,627.69 | $837,627.72 | $246,000.03 | 41.58% |
Nemes Rush Group LLC Nemes Rush Group LLC | 249 | $22,040.12 | $28,590.18 | $6,550.06 | 29.72% |
Scott Kapusta First County Bank /CT/ | 3,111 | $279,260.76 | $341,245.59 | $61,984.83 | 22.2% |
Megan J. Lottier Rockwood Wealth Management, LLC | 4,954 | $493,923.74 | $543,404.26 | $49,480.52 | 10.02% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 509 | $49,491 | $55,832.21 | $6,341.21 | 12.81% |
Kure Advisory LLC Kure Advisory, LLC | 3,335 | $270,402 | $365,816.15 | $95,414.15 | 35.29% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,433 | $648,960.56 | $815,325.77 | $166,365.21 | 25.64% |
Bradley H. Owens LJI Wealth Management, LLC | 192,587 | $14.7M | $21.12M | $6.42M | 43.66% |
Jeremy Sorci Premier Financial Group | 2,070 | $193,694.06 | $227,058.3 | $33,364.24 | 17.23% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,529 | $591,205.61 | $825,856.01 | $234,650.4 | 39.69% |
Thomas Healy PFW Advisors LLC | 179,719 | $10.35M | $19.71M | $9.36M | 90.42% |
Alisha Arvold Christopher J. Hasenberg, Inc | 241 | $21,085 | $26,435.29 | $5,350.29 | 25.37% |