| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 168,853 | $41.47M | $65.63M | $24.16M | 58.25% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 1,625 | $464,222.06 | $637,861.25 | $173,639.19 | 37.4% |
Eugene Donato KENNEDY INVESTMENT GROUP | 2,271 | $573,724.68 | $891,435.63 | $317,710.95 | 55.38% |
Jorge Paganin Abacus Wealth Partners, LLC | 6,843 | $2.77M | $2.66M | -$109,639.61 | -3.96% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 8,113 | $3.22M | $3.15M | -$67,927.41 | -2.11% |
Staci Compagno Portside Wealth Group, LLC | 25,097 | $7.5M | $9.58M | $2.08M | 27.74% |
Courtney Holt Compound Planning, Inc. | 43,124 | $14.12M | $16.76M | $2.64M | 18.67% |
William P Fox Hudson Canyon Capital Management | 6,921 | $1.58M | $2.72M | $1.14M | 72.15% |
Katherine Stoner Empower Advisory Group, LLC | 661,557 | $150.8M | $257.13M | $106.34M | 70.52% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 3,135 | $754,889.25 | $1.22M | $463,622.55 | 61.42% |
Andrew Nall PMV Capital Advisers, LLC | 207 | $83,077.93 | $80,456.76 | -$2,621.17 | -3.16% |
Nemes Rush Group LLC Nemes Rush Group LLC | 37,235 | $13.43M | $14.47M | $1.05M | 7.79% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,174 | $765,919.54 | $844,990.32 | $79,070.78 | 10.32% |
Scott Kapusta First County Bank /CT/ | 1,872 | $463,434.64 | $727,608.96 | $264,174.32 | 57% |
Ian Wang Plato Investment Management Ltd | 63,353 | $12.56M | $24.62M | $12.06M | 96.06% |
Shawn Scholz Impact Partnership Wealth, LLC | 8,779 | $2.89M | $3.41M | $520,159.83 | 17.99% |
Chad Tobin Slagle Financial, LLC | 1,211 | $416,375.42 | $470,691.48 | $54,316.06 | 13.04% |
John Shanley Aspect Partners, LLC | 218 | $55,121.19 | $85,251.08 | $30,129.89 | 54.66% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,212 | $542,357.3 | $471,261.96 | -$71,095.34 | -13.11% |
| DT Derek Tinnin Altiora Financial Group, LLC | 5,077 | $1.51M | $1.97M | $459,294.58 | 30.34% |