| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 22,122 | $6.32M | $8.1M | $1.78M | 28.23% |
William P Fox Hudson Canyon Capital Management | 7,120 | $1.55M | $2.61M | $1.05M | 67.66% |
Katherine Stoner Empower Advisory Group, LLC | 16,008 | $4.23M | $5.86M | $1.63M | 38.58% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,645 | $389,809.2 | $602,283.85 | $212,474.65 | 54.51% |
Nemes Rush Group LLC Nemes Rush Group LLC | 31,485 | $7.99M | $11.53M | $3.54M | 44.26% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,054 | $323,296.92 | $385,901.02 | $62,604.1 | 19.36% |
Scott Kapusta First County Bank /CT/ | 3,451 | $796,684.28 | $1.26M | $466,830.35 | 58.6% |
Ian Wang Plato Investment Management Ltd | 45,340 | $12.81M | $16.43M | $3.62M | 28.23% |
Shawn Scholz Impact Partnership Wealth, LLC | 668 | $229,912.02 | $244,574.84 | $14,662.82 | 6.38% |
Chad Tobin Slagle Financial, LLC | 734 | $226,744.26 | $268,739.42 | $41,995.16 | 18.52% |
John Shanley Aspect Partners, LLC | 244 | $70,578.02 | $89,335.72 | $18,757.7 | 26.58% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 300 | $75,195.95 | $109,839 | $34,643.05 | 46.07% |
James Aldige Clio Asset Management LLC | 33,250 | $9.71M | $12.17M | $2.46M | 25.33% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 4,871 | $1.23M | $1.78M | $551,057.7 | 44.72% |
Michael Ryan Michael S. Ryan, Inc. | 616 | $211,343 | $225,536.08 | $14,193.08 | 6.72% |
Nancy Smetek Arcataur Capital Management LLC | 3,630 | $961,434.9 | $1.33M | $367,617 | 38.24% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 18,319 | $5.8M | $6.71M | $905,608.72 | 15.61% |
Bradley H. Owens LJI Wealth Management, LLC | 1,647 | $459,318.1 | $603,016.11 | $143,698.01 | 31.29% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,050 | $502,245.04 | $750,566.5 | $248,321.46 | 49.44% |
Annmarie Young KPP Advisory Services LLC | 5,266 | $1.35M | $1.93M | $573,658.29 | 42.36% |