| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 567 | $190,744.11 | $548,203.95 | $357,459.84 | 187.4% |
Jenna Laws Evexia Wealth LLC | 13,549 | $4.67M | $13.1M | $8.43M | 180.74% |
| DD Damir Durkovic Entropy Technologies, LP | 17,603 | $15.73M | $16.98M | $1.26M | 7.98% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 10 | $9,020.9 | $9,648.6 | $627.7 | 6.96% |
Gregory Bosch Strategies Wealth Advisors, LLC | 501 | $305,649.32 | $484,391.85 | $178,742.53 | 58.48% |
Alexandra Stickelman Root Financial Partners, LLC | 158 | $121,496.77 | $152,447.88 | $30,951.11 | 25.47% |
Able Financial Group LLC ABLE Financial Group, LLC | 254 | $193,173.96 | $245,579.9 | $52,405.94 | 27.13% |
Benjamin J. Jones National Wealth Management Group, LLC | 266 | $201,576.25 | $254,075.22 | $52,498.97 | 26.04% |
Jorge Paganin Abacus Wealth Partners, LLC | 382 | $235,204.74 | $368,576.52 | $133,371.78 | 56.7% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 225 | $201,429 | $217,093.5 | $15,664.5 | 7.78% |
Staci Compagno Portside Wealth Group, LLC | 656 | $295,155.81 | $626,591.52 | $331,435.71 | 112.29% |
Courtney Holt Compound Planning, Inc. | 2,690 | $1.89M | $2.6M | $702,963.96 | 37.14% |
Katherine Stoner Empower Advisory Group, LLC | 1,417 | $980,016.62 | $1.37M | $387,189.99 | 39.51% |
Nemes Rush Group LLC Nemes Rush Group LLC | 45 | $33,508.69 | $43,418.7 | $9,910.01 | 29.57% |
Scott Kapusta First County Bank /CT/ | 295 | $86,109.79 | $284,633.7 | $198,523.91 | 230.55% |
Ian Wang Plato Investment Management Ltd | 3,555 | $2.07M | $3.43M | $1.36M | 65.61% |
John Shanley Aspect Partners, LLC | 4 | $2,998 | $3,811.8 | $813.8 | 27.14% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 80 | $41,180.09 | $76,976 | $35,795.91 | 86.93% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,913 | $3.76M | $7.61M | $3.85M | 102.37% |
Annmarie Young KPP Advisory Services LLC | 2,933 | $1.43M | $2.82M | $1.39M | 97.34% |