| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 3,360 | $463,539.49 | $413,481.59 | -$50,057.9 | -10.8% |
Staci Compagno Portside Wealth Group, LLC | 11,791 | $841,510.69 | $1.45M | $609,489.75 | 72.43% |
Courtney Holt Compound Planning, Inc. | 85,317 | $7.94M | $10.5M | $2.56M | 32.17% |
Katherine Stoner Empower Advisory Group, LLC | 15,187 | $1.25M | $1.87M | $617,280.33 | 49.32% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 5,788 | $153,051.69 | $712,271.27 | $559,219.58 | 365.38% |
Nemes Rush Group LLC Nemes Rush Group LLC | 27,279 | $2.65M | $3.36M | $705,490.66 | 26.61% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 5,966 | $1.09M | $734,175.95 | -$354,141.78 | -32.54% |
Scott Kapusta First County Bank /CT/ | 2,160 | $252,007 | $265,809.6 | $13,802.6 | 5.48% |
Ian Wang Plato Investment Management Ltd | 52,991 | $1.98M | $9.11M | $7.13M | 359.81% |
Shawn Scholz Impact Partnership Wealth, LLC | 10,566 | $1.04M | $1.3M | $257,454.47 | 24.69% |
John Shanley Aspect Partners, LLC | 1,019 | $83,838.46 | $125,398.14 | $41,559.68 | 49.57% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 3,477 | $319,370.76 | $427,879.61 | $108,508.85 | 33.98% |
Kure Advisory LLC Kure Advisory, LLC | 3,456 | $326,105.6 | $425,295.35 | $99,189.75 | 30.42% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,719 | $304,570.79 | $211,540.14 | -$93,030.65 | -30.54% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 66,572 | $5.27M | $8.19M | $2.93M | 55.58% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 96,574 | $10.88M | $11.88M | $1M | 9.21% |
Bradley H. Owens LJI Wealth Management, LLC | 38,498 | $1.07M | $4.74M | $3.67M | 344.29% |
Carrie Miller Trellis Wealth Advisors LLC | 4,245 | $321,049.72 | $522,389.69 | $201,339.97 | 62.71% |
Annmarie Young KPP Advisory Services LLC | 4,656 | $848,758.32 | $572,967.35 | -$275,790.97 | -32.49% |
Tony Macafee UniSuper Management Pty Ltd | 366,202 | $41.42M | $45.06M | $3.64M | 8.8% |