| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 897,518 | $142.65M | $230.08M | $87.43M | 61.29% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 30,107 | $4.78M | $7.72M | $2.93M | 61.33% |
Nemes Rush Group LLC Nemes Rush Group LLC | 89,225 | $14.24M | $22.87M | $8.63M | 60.65% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,479 | $238,477.34 | $379,141.66 | $140,664.32 | 58.98% |
Scott Kapusta First County Bank /CT/ | 6,398 | $1.12M | $1.64M | $521,320.37 | 46.6% |
Ian Wang Plato Investment Management Ltd | 72,416 | $11.83M | $18.77M | $6.94M | 58.71% |
Shawn Scholz Impact Partnership Wealth, LLC | 5,105 | $1.05M | $1.31M | $258,720.42 | 24.64% |
Chad Tobin Slagle Financial, LLC | 16,066 | $2.63M | $4.12M | $1.49M | 56.67% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 4,811 | $796,310.87 | $1.23M | $436,989.03 | 54.88% |
John Shanley Aspect Partners, LLC | 570 | $88,151.24 | $146,119.51 | $57,968.27 | 65.76% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 975 | $160,199.41 | $249,941.26 | $89,741.85 | 56.02% |
| DT Derek Tinnin Altiora Financial Group, LLC | 1,593 | $249,067.59 | $412,953.41 | $163,885.82 | 65.8% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 6,179 | $1.02M | $1.58M | $567,208.69 | 55.78% |
Andrew Wiener Samjo Management, LLC | 13,970 | $2.18M | $3.58M | $1.4M | 63.95% |
Kure Advisory LLC Kure Advisory, LLC | 943 | $196,564.33 | $241,738.06 | $45,173.73 | 22.98% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,075 | $232,630.93 | $275,576.26 | $42,945.33 | 18.46% |
Nancy Smetek Arcataur Capital Management LLC | 4,630 | $823,136.03 | $1.19M | $363,764.52 | 44.19% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 36,864 | $7.23M | $9.45M | $2.22M | 30.71% |
Bradley H. Owens LJI Wealth Management, LLC | 5,826 | $1.02M | $1.49M | $471,914.89 | 46.19% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,548 | $286,236.54 | $396,829.82 | $110,593.28 | 38.64% |