| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 5,711 | $456,127.37 | $538,147.53 | $82,020.16 | 17.98% |
Staci Compagno Portside Wealth Group, LLC | 38,323 | $3.37M | $3.61M | $243,767.8 | 7.24% |
Courtney Holt Compound Planning, Inc. | 8,150 | $762,580.65 | $779,792 | $17,211.35 | 2.26% |
Katherine Stoner Empower Advisory Group, LLC | 4,090 | $358,288.85 | $385,400.7 | $27,111.85 | 7.57% |
Nemes Rush Group LLC Nemes Rush Group LLC | 6,322 | $527,276.02 | $602,802.7 | $75,526.68 | 14.32% |
Scott Kapusta First County Bank /CT/ | 5,781 | $507,190.4 | $537,690.82 | $30,500.42 | 6.01% |
Ian Wang Plato Investment Management Ltd | 46,948 | $4.24M | $4.42M | $180,516.65 | 4.25% |
Shawn Scholz Impact Partnership Wealth, LLC | 9,436 | $833,793.03 | $889,154.28 | $55,361.25 | 6.64% |
John Shanley Aspect Partners, LLC | 18 | $1,711.38 | $1,706.49 | -$4.89 | -0.29% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 5,588 | $458,400.51 | $533,374.6 | $74,974.09 | 16.36% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,688 | $794,896.59 | $827,618.88 | $32,722.29 | 4.12% |
Annmarie Young KPP Advisory Services LLC | 6,168 | $531,099.17 | $581,210.64 | $50,111.47 | 9.44% |
Norden Group LLC NORDEN GROUP LLC | 27,328 | $2.45M | $2.59M | $143,204.77 | 5.84% |
Robert Green LECAP ASSET MANAGEMENT LTD | 14,453 | $1.13M | $1.34M | $213,615.56 | 18.89% |
Peter Sigismondi Ramirez Asset Management, Inc. | 400 | $31,784.5 | $37,692 | $5,907.5 | 18.59% |
John M Roach Waterway Wealth Management, LLC | 15,759 | $1.23M | $1.51M | $273,613.81 | 22.19% |
Denise Reinert CGC Financial Services, LLC | 93 | $7,661.31 | $8,763.39 | $1,102.08 | 14.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 56,909 | $4.75M | $5.36M | $617,083.73 | 13% |
David Skalicky INSPIRE TRUST CO, N.A. | 75,000 | $6.35M | $7.18M | $827,085.07 | 13.03% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 13,177 | $1.09M | $1.26M | $169,629.65 | 15.54% |