| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 802 | $47,882.73 | $59,516.42 | $11,633.69 | 24.3% |
Alexandra Stickelman Root Financial Partners, LLC | 6,453 | $416,658.1 | $478,877.13 | $62,219.03 | 14.93% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 100 | $5,104 | $7,421 | $2,317 | 45.4% |
Benjamin J. Jones National Wealth Management Group, LLC | 7,505 | $433,981.66 | $556,946.05 | $122,964.39 | 28.33% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 10,142 | $479,521.07 | $757,201.72 | $277,680.65 | 57.91% |
Eugene Donato KENNEDY INVESTMENT GROUP | 12,098 | $633,254.39 | $897,792.58 | $264,538.19 | 41.77% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 73,310 | $3.5M | $5.44M | $1.94M | 55.34% |
Staci Compagno Portside Wealth Group, LLC | 9,956 | $625,056.43 | $738,834.76 | $113,778.33 | 18.2% |
Courtney Holt Compound Planning, Inc. | 28,074 | $1.75M | $2.08M | $334,903.93 | 19.15% |
Katherine Stoner Empower Advisory Group, LLC | 6,195 | $310,331.48 | $459,730.95 | $149,399.47 | 48.14% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 4,099 | $205,843.16 | $304,186.79 | $98,343.63 | 47.78% |
Nemes Rush Group LLC Nemes Rush Group LLC | 7,202 | $398,126.3 | $534,460.42 | $136,334.12 | 34.24% |
Scott Kapusta First County Bank /CT/ | 5,493 | $316,726.38 | $407,635.53 | $90,909.15 | 28.7% |
Chad Tobin Slagle Financial, LLC | 89,729 | $4.15M | $6.66M | $2.51M | 60.34% |
John Shanley Aspect Partners, LLC | 139 | $6,151.76 | $10,315.19 | $4,163.43 | 67.68% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,831 | $83,401.9 | $135,878.51 | $52,476.61 | 62.92% |
Driton Bilali Ilex Capital Partners (UK) LLP | 1.14M | $75.14M | $84.5M | $9.36M | 12.46% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 18,497 | $841,386.38 | $1.37M | $531,275.99 | 63.14% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 34,515 | $2.13M | $2.56M | $429,328.93 | 20.14% |
Bradley H. Owens LJI Wealth Management, LLC | 4,308 | $189,682.02 | $319,696.68 | $130,014.66 | 68.54% |