| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 9,956 | $625,056.43 | $728,082.28 | $103,025.85 | 16.48% |
Courtney Holt Compound Planning, Inc. | 35,245 | $2.26M | $2.6M | $338,769.51 | 14.96% |
Katherine Stoner Empower Advisory Group, LLC | 6,721 | $348,178.12 | $491,506.73 | $143,328.61 | 41.17% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 4,142 | $208,937.01 | $296,401.52 | $87,464.51 | 41.86% |
Nemes Rush Group LLC Nemes Rush Group LLC | 7,213 | $398,917.7 | $532,824.31 | $133,906.61 | 33.57% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 3,191 | $229,567 | $228,347.96 | -$1,219.04 | -0.53% |
Scott Kapusta First County Bank /CT/ | 5,755 | $334,369.47 | $411,827.8 | $77,458.33 | 23.17% |
Chad Tobin Slagle Financial, LLC | 68,322 | $3.29M | $5M | $1.71M | 51.95% |
John Shanley Aspect Partners, LLC | 139 | $6,151.76 | $10,387.47 | $4,235.71 | 68.85% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,831 | $83,401.9 | $135,201.04 | $51,799.14 | 62.11% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 18,389 | $836,494.02 | $1.32M | $479,422.82 | 57.31% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 39,280 | $2.47M | $2.89M | $419,473.89 | 16.95% |
Bradley H. Owens LJI Wealth Management, LLC | 4,308 | $189,682.02 | $308,280.48 | $118,598.46 | 62.52% |
Annmarie Young KPP Advisory Services LLC | 62,196 | $2.7M | $4.55M | $1.85M | 68.28% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 4,598 | $241,050.91 | $339,148.48 | $98,097.57 | 40.7% |
Alisha Arvold Christopher J. Hasenberg, Inc | 276 | $13,297.5 | $20,183.88 | $6,886.38 | 51.79% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 47,710 | $3.07M | $3.41M | $340,529.24 | 11.08% |
Thomas Dobbins New Republic Capital, LLC | 3,167 | $231,218 | $231,602.71 | $384.71 | 0.17% |
Invesco LLC INVESCO, LLC | 3,590 | $215,333.01 | $262,626.45 | $47,293.44 | 21.96% |
John Hayes LongView Wealth Management | 4,444 | $208,288.83 | $324,989.72 | $116,700.89 | 56.03% |