| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beth Zilka Baron Wealth Management LLC | 1,668 | $281,431.71 | $421,770.48 | $140,338.77 | 49.87% |
Lison Couture iA Global Asset Management Inc. | 6,163 | $1.15M | $1.56M | $405,296.39 | 35.15% |
Amber Anderson Aspen Wealth Strategies LLC | 10,013 | $2.08M | $2.53M | $448,282.18 | 21.51% |
| PIL PFG Investments LLC PFG Investments LLC | 4,974 | $860,280.66 | $1.26M | $397,444.98 | 46.2% |
| AW Ariel Weisbard Values Added Financial LLC | 1,102 | $221,448.19 | $278,651.72 | $57,203.53 | 25.83% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 1,000 | $192,850 | $252,860 | $60,010 | 31.12% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 4,900 | $680,004.45 | $1.24M | $559,009.55 | 82.21% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 90 | $22,160 | $22,757.4 | $597.4 | 2.7% |
Alexandra Stickelman Root Financial Partners, LLC | 1,721 | $349,236.89 | $435,172.06 | $85,935.17 | 24.61% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,156 | $386,517.5 | $545,166.16 | $158,648.66 | 41.05% |
Staci Compagno Portside Wealth Group, LLC | 2,220 | $414,373.9 | $561,349.2 | $146,975.3 | 35.47% |
Courtney Holt Compound Planning, Inc. | 7,972 | $1.45M | $2.02M | $567,397.68 | 39.17% |
Katherine Stoner Empower Advisory Group, LLC | 987 | $205,388 | $249,572.82 | $44,184.82 | 21.51% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,323 | $312,387.01 | $587,393.78 | $275,006.77 | 88.03% |
Scott Kapusta First County Bank /CT/ | 4,101 | $531,811.08 | $1.04M | $505,167.78 | 94.99% |
Ian Wang Plato Investment Management Ltd | 8,338 | $1.45M | $2.11M | $659,138.07 | 45.48% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,679 | $349,314 | $424,551.94 | $75,237.94 | 21.54% |
John Shanley Aspect Partners, LLC | 1,539 | $240,520.36 | $389,151.54 | $148,631.18 | 61.8% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 91 | $18,995 | $23,010.26 | $4,015.26 | 21.14% |
Michael Ryan Michael S. Ryan, Inc. | 2,999 | $465,713.06 | $758,327.14 | $292,614.08 | 62.83% |