| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 511 | $222,844.25 | $292,854.09 | $70,009.84 | 31.42% |
David Silver INSTRUMENTAL WEALTH, LLC | 488 | $243,673.05 | $279,672.79 | $35,999.74 | 14.77% |
| DD Damir Durkovic Entropy Technologies, LP | 35,209 | $19.41M | $20.18M | $772,985.07 | 3.98% |
| MN Mark Neitzel M1 Capital Management LLC | 865 | $460,922.1 | $495,731.48 | $34,809.38 | 7.55% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 310 | $140,858.03 | $177,660.99 | $36,802.96 | 26.13% |
Gregory Bosch Strategies Wealth Advisors, LLC | 496 | $271,936.54 | $284,257.59 | $12,321.05 | 4.53% |
Brett Pohl Invera Wealth Advisors, LLC | 1,127 | $578,827.18 | $645,883.67 | $67,056.49 | 11.58% |
Alexandra Stickelman Root Financial Partners, LLC | 1,789 | $960,342.99 | $1.03M | $64,932.87 | 6.76% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 28,909 | $16.3M | $16.57M | $263,273.92 | 1.61% |
Able Financial Group LLC ABLE Financial Group, LLC | 561 | $239,621.93 | $321,509.09 | $81,887.16 | 34.17% |
Benjamin J. Jones National Wealth Management Group, LLC | 490 | $278,232.7 | $280,818.99 | $2,586.29 | 0.93% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 515 | $244,911.45 | $295,146.49 | $50,235.04 | 20.51% |
Eugene Donato KENNEDY INVESTMENT GROUP | 10,721 | $3.82M | $6.14M | $2.32M | 60.73% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,064 | $607,416.32 | $609,778.37 | $2,362.05 | 0.39% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 6,192 | $3.37M | $3.55M | $178,226.62 | 5.29% |
Staci Compagno Portside Wealth Group, LLC | 7,423 | $2.92M | $4.25M | $1.33M | 45.71% |
Courtney Holt Compound Planning, Inc. | 15,620 | $7.84M | $8.95M | $1.11M | 14.2% |
Katherine Stoner Empower Advisory Group, LLC | 404,083 | $157.4M | $231.58M | $74.18M | 47.13% |
Nemes Rush Group LLC Nemes Rush Group LLC | 930 | $497,464.71 | $532,982.98 | $35,518.27 | 7.14% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 737 | $346,895.95 | $422,374.68 | $75,478.73 | 21.76% |