| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 471 | $221,198 | $333,312.57 | $112,114.57 | 50.69% |
Staci Compagno Portside Wealth Group, LLC | 2,579 | $1.23M | $1.8M | $567,565.69 | 46.08% |
Courtney Holt Compound Planning, Inc. | 29,854 | $14.64M | $21.13M | $6.49M | 44.31% |
Katherine Stoner Empower Advisory Group, LLC | 19,132 | $7.69M | $13.54M | $5.85M | 75.99% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,423 | $724,707.43 | $1.01M | $282,306.98 | 38.95% |
Andrew Nall PMV Capital Advisers, LLC | 4,036 | $2.02M | $2.86M | $840,425.86 | 41.69% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,636 | $1.33M | $1.87M | $535,800.53 | 40.3% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,992 | $987,468.28 | $1.41M | $422,210.36 | 42.76% |
Scott Kapusta First County Bank /CT/ | 489 | $273,761.78 | $346,050.63 | $72,288.85 | 26.41% |
Megan J. Lottier Rockwood Wealth Management, LLC | 3,019 | $1.53M | $2.13M | $607,750.6 | 39.83% |
Shawn Scholz Impact Partnership Wealth, LLC | 114,592 | $59.07M | $81.09M | $22.03M | 37.29% |
Chad Tobin Slagle Financial, LLC | 2,095 | $970,533.61 | $1.48M | $512,035.04 | 52.76% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 5,711 | $2.78M | $4.04M | $1.26M | 45.53% |
John Shanley Aspect Partners, LLC | 3,657 | $1.97M | $2.58M | $615,659.25 | 31.32% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 582 | $243,536.93 | $412,015.26 | $168,478.33 | 69.18% |
| DT Derek Tinnin Altiora Financial Group, LLC | 581 | $335,404 | $411,156.27 | $75,752.27 | 22.59% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 3,193 | $1.53M | $2.26M | $728,411.74 | 47.57% |
| MRC Martin R. Curiel MYECFO, LLC | 712 | $392,818.36 | $503,861.04 | $111,042.68 | 28.27% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,353 | $772,671.22 | $957,477.51 | $184,806.29 | 23.92% |
Nancy Smetek Arcataur Capital Management LLC | 16,322 | $6.19M | $11.55M | $5.36M | 86.48% |