| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 631 | $289,165.64 | $290,840.52 | $1,674.88 | 0.58% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 626 | $266,518.29 | $288,273 | $21,754.71 | 8.16% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,033 | $430,553.46 | $476,099.37 | $45,545.91 | 10.58% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 949 | $322,713.17 | $437,821.15 | $115,107.98 | 35.67% |
Staci Compagno Portside Wealth Group, LLC | 1,130 | $503,940.64 | $520,218.1 | $16,277.46 | 3.23% |
Courtney Holt Compound Planning, Inc. | 2,396 | $748,787 | $1.09M | $336,936.44 | 45% |
Katherine Stoner Empower Advisory Group, LLC | 1,580 | $545,233.74 | $726,800 | $181,566.26 | 33.3% |
Nemes Rush Group LLC Nemes Rush Group LLC | 26,424 | $5.68M | $11.87M | $6.2M | 109.23% |
Ian Wang Plato Investment Management Ltd | 8,869 | $3.45M | $4.08M | $637,918.71 | 18.52% |
John Shanley Aspect Partners, LLC | 36 | $10,491.6 | $16,614.9 | $6,123.3 | 58.36% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,023 | $2.99M | $4.52M | $1.53M | 51.33% |
Annmarie Young KPP Advisory Services LLC | 3,323 | $1.48M | $1.53M | $50,330.32 | 3.4% |
Thomas Dobbins New Republic Capital, LLC | 624 | $306,747 | $287,274 | -$19,473 | -6.35% |
Norden Group LLC NORDEN GROUP LLC | 1,489 | $579,175.28 | $684,106.16 | $104,930.88 | 18.12% |
Robert Green LECAP ASSET MANAGEMENT LTD | 1,970 | $767,018.76 | $910,061.2 | $143,042.44 | 18.65% |
Peter Sigismondi Ramirez Asset Management, Inc. | 2,866 | $834,149.17 | $1.32M | $485,285.58 | 58.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,878 | $4.27M | $5.13M | $856,708.41 | 20.06% |
Peter David N Soliman Second Line Capital, LLC | 840 | $290,754.45 | $391,440 | $100,685.55 | 34.63% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 14,440 | $4.46M | $6.6M | $2.15M | 48.16% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.56M | $412.87M | $711.99M | $299.11M | 72.45% |