| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 1,522 | $222,379 | $232,013.68 | $9,634.68 | 4.33% |
Courtney Holt Compound Planning, Inc. | 10,329 | $837,257.19 | $1.49M | $654,766.86 | 78.2% |
Katherine Stoner Empower Advisory Group, LLC | 3,282 | $401,534.02 | $500,308.08 | $98,774.06 | 24.6% |
Nemes Rush Group LLC Nemes Rush Group LLC | 109,073 | $6.77M | $15.78M | $9.01M | 133.12% |
Scott Kapusta First County Bank /CT/ | 1,699 | $223,687.23 | $265,842.53 | $42,155.3 | 18.85% |
Ian Wang Plato Investment Management Ltd | 13,023 | $944,803.16 | $1.99M | $1.04M | 110.12% |
John Shanley Aspect Partners, LLC | 673 | $41,485.98 | $98,984.84 | $57,498.86 | 138.6% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 125 | $14,969 | $18,453.75 | $3,484.75 | 23.28% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 3,908 | $528,231.8 | $595,735.52 | $67,503.72 | 12.78% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 18,338 | $2.16M | $2.65M | $484,076.96 | 22.36% |
| MWS MFA Wealth Services MFA Wealth Services | 2,556 | $220,365.74 | $399,937.32 | $179,571.58 | 81.49% |
Alisha Arvold Christopher J. Hasenberg, Inc | 83 | $6,337 | $12,987.01 | $6,650.01 | 104.94% |
Thomas Dobbins New Republic Capital, LLC | 1,897 | $277,685 | $289,178.68 | $11,493.68 | 4.14% |
Norden Group LLC NORDEN GROUP LLC | 3,869 | $440,724.41 | $560,463.34 | $119,738.93 | 27.17% |
Robert Green LECAP ASSET MANAGEMENT LTD | 8,919 | $1.3M | $1.4M | $92,400.93 | 7.09% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,300 | $84,916 | $198,172 | $113,256 | 133.37% |
Denise Reinert CGC Financial Services, LLC | 93 | $10,225 | $14,176.92 | $3,951.92 | 38.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,055 | $1.49M | $2.45M | $960,517.11 | 64.6% |
David Skalicky INSPIRE TRUST CO, N.A. | 64,000 | $4.95M | $9.41M | $4.46M | 89.99% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 15,608 | $969,809.84 | $2.29M | $1.32M | 136.53% |