| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 3,250 | $507,644.68 | $683,865 | $176,220.32 | 34.71% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,771 | $165,516.53 | $372,653.82 | $207,137.29 | 125.15% |
Eugene Donato KENNEDY INVESTMENT GROUP | 1,715 | $242,999.19 | $360,870.3 | $117,871.11 | 48.51% |
Jorge Paganin Abacus Wealth Partners, LLC | 8,086 | $1.44M | $1.7M | $265,948.38 | 18.53% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 4,633 | $968,482 | $974,875.86 | $6,393.86 | 0.66% |
Staci Compagno Portside Wealth Group, LLC | 10,479 | $1.07M | $2.2M | $1.13M | 105.2% |
Courtney Holt Compound Planning, Inc. | 23,037 | $2.7M | $4.85M | $2.15M | 79.5% |
William P Fox Hudson Canyon Capital Management | 17,694 | $1.23M | $3.72M | $2.49M | 202.34% |
Katherine Stoner Empower Advisory Group, LLC | 6,815 | $885,456.38 | $1.48M | $597,760.22 | 67.51% |
Nemes Rush Group LLC Nemes Rush Group LLC | 110 | $17,636.63 | $23,909.6 | $6,272.97 | 35.57% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,014 | $211,890 | $220,686.96 | $8,796.96 | 4.15% |
Scott Kapusta First County Bank /CT/ | 3,139 | $336,448.87 | $660,508.38 | $324,059.51 | 96.32% |
Ian Wang Plato Investment Management Ltd | 48,226 | $6.09M | $10.43M | $4.34M | 71.29% |
John Shanley Aspect Partners, LLC | 138 | $18,247.53 | $29,037.96 | $10,790.43 | 59.13% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 78 | $9,100.55 | $16,412.76 | $7,312.21 | 80.35% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 4,619 | $449,442.55 | $971,929.98 | $522,487.43 | 116.25% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,757 | $283,215.17 | $369,707.94 | $86,492.77 | 30.54% |
Nancy Smetek Arcataur Capital Management LLC | 4,594 | $398,298.1 | $966,669.48 | $568,371.38 | 142.7% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,405 | $1.47M | $2.19M | $723,142.25 | 49.32% |
Bradley H. Owens LJI Wealth Management, LLC | 1,537 | $206,650.26 | $323,415.54 | $116,765.28 | 56.5% |