| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 7,225 | $1.34M | $1.99M | $652,732.13 | 48.73% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 216 | $45,024.96 | $59,559.84 | $14,534.88 | 32.28% |
Gregory Bosch Strategies Wealth Advisors, LLC | 1,268 | $227,966.14 | $349,638.31 | $121,672.17 | 53.37% |
Brett Pohl Invera Wealth Advisors, LLC | 740 | $220,571.81 | $204,047.59 | -$16,524.22 | -7.49% |
Alexandra Stickelman Root Financial Partners, LLC | 1,458 | $327,041.57 | $402,028.91 | $74,987.34 | 22.93% |
Able Financial Group LLC ABLE Financial Group, LLC | 2,015 | $410,224.42 | $555,616.08 | $145,391.66 | 35.44% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,490 | $334,915.23 | $410,852.59 | $75,937.36 | 22.67% |
Jorge Paganin Abacus Wealth Partners, LLC | 881 | $262,516 | $242,926.93 | -$19,589.07 | -7.46% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 4,110 | $748,614.25 | $1.13M | $384,677.11 | 51.39% |
Staci Compagno Portside Wealth Group, LLC | 5,663 | $1.06M | $1.56M | $499,960.4 | 47.1% |
Courtney Holt Compound Planning, Inc. | 7,303 | $1.35M | $2.01M | $668,449.59 | 49.69% |
Katherine Stoner Empower Advisory Group, LLC | 6,540 | $1.22M | $1.8M | $583,110.5 | 47.79% |
Andrew Nall PMV Capital Advisers, LLC | 204 | $38,220.76 | $56,250.96 | $18,030.2 | 47.17% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,434 | $445,523.47 | $671,151.14 | $225,627.67 | 50.64% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,595 | $494,532.42 | $715,545.27 | $221,012.85 | 44.69% |
John Derrick Eldred Rock Partners, LLC | 65,899 | $12.03M | $18.17M | $6.14M | 51.09% |
Ian Wang Plato Investment Management Ltd | 26,712 | $6.23M | $7.64M | $1.41M | 22.58% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,889 | $547,470.48 | $796,612.83 | $249,142.35 | 45.51% |
John Shanley Aspect Partners, LLC | 160 | $29,558.81 | $44,118.4 | $14,559.59 | 49.26% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 60 | $10,059.97 | $16,544.4 | $6,484.43 | 64.46% |