| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 465 | $259,242.97 | $319,138.8 | $59,895.83 | 23.1% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 897 | $429,105.96 | $615,629.05 | $186,523.09 | 43.47% |
Staci Compagno Portside Wealth Group, LLC | 1,263 | $888,318 | $866,822.17 | -$21,495.83 | -2.42% |
Courtney Holt Compound Planning, Inc. | 1,553 | $851,156.42 | $1.07M | $214,698.56 | 25.22% |
Katherine Stoner Empower Advisory Group, LLC | 836 | $549,363.33 | $594,997.92 | $45,634.59 | 8.31% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,003 | $484,883.91 | $719,060.7 | $234,176.79 | 48.3% |
Scott Kapusta First County Bank /CT/ | 355 | $249,685 | $243,643.6 | -$6,041.4 | -2.42% |
Megan J. Lottier Rockwood Wealth Management, LLC | 400 | $202,952 | $274,528 | $71,576 | 35.27% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 44 | $21,072.09 | $30,198.08 | $9,125.99 | 43.31% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,525 | $1.49M | $1.73M | $239,681.22 | 16.05% |
Bradley H. Owens LJI Wealth Management, LLC | 300 | $211,002 | $205,896 | -$5,106 | -2.42% |
Lars Phillips RAM Investment Partners, LLC | 310 | $218,351 | $212,759.2 | -$5,591.8 | -2.56% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 813 | $412,499.81 | $557,978.17 | $145,478.36 | 35.27% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 343 | $241,246 | $235,407.76 | -$5,838.24 | -2.42% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 604 | $343,813 | $414,537.29 | $70,724.29 | 20.57% |
Norden Group LLC NORDEN GROUP LLC | 576 | $320,009 | $395,320.33 | $75,311.33 | 23.53% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 994 | $440,914.14 | $682,202.09 | $241,287.95 | 54.72% |
Denise Reinert CGC Financial Services, LLC | 25 | $14,901 | $17,158 | $2,257 | 15.15% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,621 | $2.1M | $2.49M | $380,381.51 | 18.07% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 10,644 | $5.53M | $7.31M | $1.77M | 32.05% |