| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 461 | $231,107 | $264,752.3 | $33,645.3 | 14.56% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 612 | $307,071 | $351,471.59 | $44,400.59 | 14.46% |
Jorge Paganin Abacus Wealth Partners, LLC | 488 | $282,883.44 | $280,258.4 | -$2,625.04 | -0.93% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,012 | $503,488.01 | $581,191.59 | $77,703.58 | 15.43% |
Staci Compagno Portside Wealth Group, LLC | 2,282 | $1.33M | $1.31M | -$16,848.4 | -1.27% |
Courtney Holt Compound Planning, Inc. | 11,065 | $6.24M | $6.35M | $111,643.89 | 1.79% |
Katherine Stoner Empower Advisory Group, LLC | 19,480 | $9.98M | $11.19M | $1.21M | 12.12% |
Nemes Rush Group LLC Nemes Rush Group LLC | 14 | $7,496.5 | $8,040.2 | $543.7 | 7.25% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,001 | $522,990.78 | $574,874.29 | $51,883.51 | 9.92% |
Scott Kapusta First County Bank /CT/ | 1,589 | $857,458.29 | $912,562.68 | $55,104.39 | 6.43% |
John Derrick Eldred Rock Partners, LLC | 30,420 | $14.97M | $17.47M | $2.5M | 16.7% |
Ian Wang Plato Investment Management Ltd | 9,440 | $5.24M | $5.61M | $369,064.59 | 7.05% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,146 | $655,793.13 | $658,147.79 | $2,354.66 | 0.36% |
John Shanley Aspect Partners, LLC | 302 | $160,347.49 | $173,438.6 | $13,091.11 | 8.16% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 12 | $6,636 | $6,891.6 | $255.6 | 3.85% |
Driton Bilali Ilex Capital Partners (UK) LLP | 92,014 | $45.23M | $52.84M | $7.62M | 16.84% |
Nancy Smetek Arcataur Capital Management LLC | 1,083 | $563,676.4 | $621,966.89 | $58,290.49 | 10.34% |
Alyssa Lorenz Corundum Trust Company, INC | 500 | $260,875 | $287,149.99 | $26,274.99 | 10.07% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,069 | $1.64M | $1.76M | $125,613.52 | 7.67% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 568 | $276,231.73 | $326,202.39 | $49,970.66 | 18.09% |