| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 20,613 | $2.1M | $2.67M | $569,259.13 | 27.13% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 9,770 | $1.43M | $1.27M | -$163,550.3 | -11.42% |
Staci Compagno Portside Wealth Group, LLC | 36,778 | $6.07M | $4.72M | -$1.35M | -22.27% |
Courtney Holt Compound Planning, Inc. | 43,573 | $6.45M | $5.84M | -$611,531.35 | -9.48% |
William P Fox Hudson Canyon Capital Management | 14,750 | $2.16M | $1.97M | -$193,668 | -8.96% |
Katherine Stoner Empower Advisory Group, LLC | 79,403 | $15.06M | $10.19M | -$4.87M | -32.33% |
Nemes Rush Group LLC Nemes Rush Group LLC | 55,485 | $10.6M | $7.37M | -$3.23M | -30.45% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 6,070 | $841,878.09 | $785,791.85 | -$56,086.24 | -6.66% |
Scott Kapusta First County Bank /CT/ | 9,288 | $1.3M | $1.22M | -$74,814.84 | -5.76% |
Ian Wang Plato Investment Management Ltd | 34,233 | $4.83M | $4.39M | -$438,305.28 | -9.07% |
Shawn Scholz Impact Partnership Wealth, LLC | 8,091 | $1.32M | $1.05M | -$268,946.26 | -20.44% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 2,644 | $388,959 | $339,026.9 | -$49,932.1 | -12.84% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 928 | $202,889 | $124,236 | -$78,653 | -38.77% |
John Shanley Aspect Partners, LLC | 206 | $44,515.05 | $26,656.4 | -$17,858.65 | -40.12% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 327 | $36,286.03 | $43,971.69 | $7,685.66 | 21.18% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 6,951 | $1.05M | $906,410.4 | -$148,379.85 | -14.07% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,824 | $383,136.42 | $242,573.76 | -$140,562.66 | -36.69% |
Nancy Smetek Arcataur Capital Management LLC | 5,187 | $619,810.46 | $695,213.61 | $75,403.15 | 12.17% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 29,634 | $5.02M | $3.96M | -$1.05M | -20.96% |
Bradley H. Owens LJI Wealth Management, LLC | 6,288 | $996,387.64 | $815,050.56 | -$181,337.08 | -18.2% |