| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 7,126 | $451,637.22 | $642,123.86 | $190,486.64 | 42.18% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 11,040 | $684,214.29 | $1.02M | $332,514.51 | 48.6% |
David Silver INSTRUMENTAL WEALTH, LLC | 6,921 | $463,715.87 | $638,427.64 | $174,711.77 | 37.68% |
| MN Mark Neitzel M1 Capital Management LLC | 4,036 | $255,253.93 | $371,251.46 | $115,997.53 | 45.44% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,354 | $105,226.54 | $124,554.46 | $19,327.92 | 18.37% |
Gregory Bosch Strategies Wealth Advisors, LLC | 13,702 | $981,055.84 | $1.23M | $253,631.38 | 25.85% |
Alexandra Stickelman Root Financial Partners, LLC | 11,377 | $779,273.43 | $1.04M | $264,907.63 | 33.99% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 205,229 | $15.23M | $18.49M | $3.26M | 21.42% |
Able Financial Group LLC ABLE Financial Group, LLC | 2,912 | $204,638.61 | $262,400.32 | $57,761.71 | 28.23% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 8,407 | $604,329.39 | $771,594.46 | $167,265.07 | 27.68% |
Eugene Donato KENNEDY INVESTMENT GROUP | 18,765 | $1.19M | $1.72M | $531,714.11 | 44.66% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 21,763 | $1.59M | $1.96M | $371,441.54 | 23.37% |
Staci Compagno Portside Wealth Group, LLC | 27,720 | $1.78M | $2.54M | $767,126.21 | 43.17% |
Courtney Holt Compound Planning, Inc. | 69,440 | $4.73M | $6.41M | $1.68M | 35.44% |
William P Fox Hudson Canyon Capital Management | 27,722 | $1.96M | $2.57M | $608,159.36 | 31.07% |
Katherine Stoner Empower Advisory Group, LLC | 1.48M | $97.68M | $136.19M | $38.51M | 39.43% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 2,449 | $199,030.23 | $220,679.39 | $21,649.16 | 10.88% |
Nemes Rush Group LLC Nemes Rush Group LLC | 9,454 | $585,654.39 | $875,913.1 | $290,258.71 | 49.56% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 7,393 | $483,150.78 | $666,183.23 | $183,032.45 | 37.88% |
Scott Kapusta First County Bank /CT/ | 8,337 | $504,683.31 | $751,247.07 | $246,563.76 | 48.86% |