| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 1,821 | $218,064.51 | $255,777.68 | $37,713.17 | 17.29% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,109 | $252,793.87 | $296,230.16 | $43,436.29 | 17.18% |
Jorge Paganin Abacus Wealth Partners, LLC | 10,396 | $1.25M | $1.46M | $214,226.06 | 17.19% |
Staci Compagno Portside Wealth Group, LLC | 1,522 | $222,379 | $213,780.14 | -$8,598.86 | -3.87% |
Courtney Holt Compound Planning, Inc. | 10,261 | $827,321.08 | $1.44M | $613,939.08 | 74.21% |
Katherine Stoner Empower Advisory Group, LLC | 2,959 | $354,340.5 | $415,621.17 | $61,280.67 | 17.29% |
Nemes Rush Group LLC Nemes Rush Group LLC | 108,311 | $6.66M | $15.21M | $8.56M | 128.5% |
Scott Kapusta First County Bank /CT/ | 1,631 | $213,579 | $229,090.28 | $15,511.28 | 7.26% |
Ian Wang Plato Investment Management Ltd | 13,285 | $962,218.3 | $1.87M | $903,792.93 | 93.93% |
John Shanley Aspect Partners, LLC | 673 | $41,485.98 | $94,529.59 | $53,043.61 | 127.86% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 125 | $14,969 | $17,557.5 | $2,588.5 | 17.29% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 16,409 | $2.15M | $2.3M | $156,048.3 | 7.26% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 17,848 | $2.09M | $2.51M | $414,042.71 | 19.78% |
| MWS MFA Wealth Services MFA Wealth Services | 2,624 | $218,687.14 | $368,567.07 | $149,879.93 | 68.54% |
Alisha Arvold Christopher J. Hasenberg, Inc | 83 | $6,337 | $11,658.18 | $5,321.18 | 83.97% |
Norden Group LLC NORDEN GROUP LLC | 3,768 | $425,966.14 | $529,253.32 | $103,287.18 | 24.25% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,300 | $84,916 | $182,598.01 | $97,682.01 | 115.03% |
Denise Reinert CGC Financial Services, LLC | 93 | $10,225 | $13,062.78 | $2,837.78 | 27.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 14,650 | $1.28M | $2.06M | $779,683.96 | 61.01% |
David Skalicky INSPIRE TRUST CO, N.A. | 63,000 | $4.8M | $8.85M | $4.04M | 84.17% |