| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 17,097 | $2.59M | $2.72M | $124,480.16 | 4.8% |
Staci Compagno Portside Wealth Group, LLC | 16,812 | $2.54M | $2.66M | $117,785.46 | 4.63% |
Courtney Holt Compound Planning, Inc. | 69,303 | $10.5M | $10.91M | $411,511.15 | 3.92% |
Katherine Stoner Empower Advisory Group, LLC | 1.15M | $172.41M | $181.57M | $9.16M | 5.31% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 4,981 | $722,987.67 | $795,141.93 | $72,154.26 | 9.98% |
Andrew Nall PMV Capital Advisers, LLC | 2,000 | $335,183.38 | $316,120 | -$19,063.38 | -5.69% |
Nemes Rush Group LLC Nemes Rush Group LLC | 7,849 | $1.21M | $1.24M | $34,609.31 | 2.87% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,610 | $431,618.01 | $414,781.2 | -$16,836.81 | -3.9% |
Scott Kapusta First County Bank /CT/ | 14,009 | $2.25M | $2.23M | -$17,643.37 | -0.79% |
Ian Wang Plato Investment Management Ltd | 68,665 | $11.01M | $10.87M | -$146,344.28 | -1.33% |
Shawn Scholz Impact Partnership Wealth, LLC | 10,201 | $1.52M | $1.62M | $99,756.47 | 6.58% |
Chad Tobin Slagle Financial, LLC | 42,223 | $6.25M | $6.67M | $426,134.33 | 6.82% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 2,328 | $353,872.08 | $367,404.96 | $13,532.88 | 3.82% |
John Shanley Aspect Partners, LLC | 315 | $49,028.96 | $49,938.52 | $909.56 | 1.86% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,324 | $502,027.31 | $522,133.93 | $20,106.62 | 4.01% |
Driton Bilali Ilex Capital Partners (UK) LLP | 3.73M | $544.54M | $595.27M | $50.73M | 9.32% |
| DT Derek Tinnin Altiora Financial Group, LLC | 2,563 | $397,017.08 | $402,724.19 | $5,707.11 | 1.44% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,377 | $363,893.96 | $379,214.69 | $15,320.73 | 4.21% |
| MRC Martin R. Curiel MYECFO, LLC | 1,473 | $239,074 | $234,354.3 | -$4,719.7 | -1.97% |
Andrew Wiener Samjo Management, LLC | 7,610 | $1.28M | $1.2M | -$77,246.14 | -6.03% |