| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 25,986 | $1.21M | $1.49M | $279,047.17 | 23.01% |
Katherine Stoner Empower Advisory Group, LLC | 5,437 | $282,783.81 | $305,885.62 | $23,101.81 | 8.17% |
Nemes Rush Group LLC Nemes Rush Group LLC | 415 | $18,160.12 | $23,752.52 | $5,592.4 | 30.79% |
Scott Kapusta First County Bank /CT/ | 6,658 | $267,604.22 | $378,773.62 | $111,169.4 | 41.54% |
Ian Wang Plato Investment Management Ltd | 53,421 | $2.82M | $3.01M | $189,352.86 | 6.72% |
Shawn Scholz Impact Partnership Wealth, LLC | 17,231 | $756,292.02 | $969,416.06 | $213,124.04 | 28.18% |
Chad Tobin Slagle Financial, LLC | 75,291 | $3.47M | $4.24M | $761,102.35 | 21.9% |
John Shanley Aspect Partners, LLC | 24 | $1,095.2 | $1,352.88 | $257.68 | 23.53% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,122 | $136,190.97 | $231,903.72 | $95,712.75 | 70.28% |
Kure Advisory LLC Kure Advisory, LLC | 5,669 | $263,217.61 | $324,947.08 | $61,729.47 | 23.45% |
Nancy Smetek Arcataur Capital Management LLC | 9,953 | $350,778.45 | $572,446.79 | $221,668.34 | 63.19% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,171 | $627,176.02 | $813,344.54 | $186,168.52 | 29.68% |
Annmarie Young KPP Advisory Services LLC | 34,567 | $1.21M | $1.94M | $733,367.24 | 60.54% |
Keith Henderson CULTIVAR CAPITAL, INC. | 8,715 | $398,452.68 | $495,796.35 | $97,343.67 | 24.43% |
Alisha Arvold Christopher J. Hasenberg, Inc | 602 | $23,899 | $34,247.78 | $10,348.78 | 43.3% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 58,836 | $3.03M | $3.35M | $321,170.46 | 10.61% |
Thomas Dobbins New Republic Capital, LLC | 11,957 | $669,835.61 | $672,700.82 | $2,865.21 | 0.43% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 4,812 | $217,746 | $276,208.8 | $58,462.8 | 26.85% |
Andrew Halac Talon Private Wealth, LLC | 61 | $3,687 | $3,470.29 | -$216.71 | -5.88% |
Norden Group LLC NORDEN GROUP LLC | 25,286 | $1.17M | $1.44M | $270,066.4 | 23.02% |