| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 26,094 | $6.36M | $10.21M | $3.86M | 60.67% |
Courtney Holt Compound Planning, Inc. | 25,346 | $7.61M | $10.2M | $2.59M | 34.01% |
William P Fox Hudson Canyon Capital Management | 7,120 | $1.55M | $2.84M | $1.29M | 82.83% |
Katherine Stoner Empower Advisory Group, LLC | 17,593 | $4.77M | $6.89M | $2.11M | 44.27% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,641 | $388,896.51 | $649,934.46 | $261,037.95 | 67.12% |
Nemes Rush Group LLC Nemes Rush Group LLC | 32,101 | $8.2M | $12.83M | $4.62M | 56.38% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,574 | $844,853.56 | $1.01M | $162,687.23 | 19.26% |
Scott Kapusta First County Bank /CT/ | 3,591 | $846,990.48 | $1.42M | $575,260.97 | 67.92% |
Ian Wang Plato Investment Management Ltd | 45,340 | $12.81M | $17.75M | $4.93M | 38.5% |
Shawn Scholz Impact Partnership Wealth, LLC | 668 | $229,912.02 | $261,475.23 | $31,563.21 | 13.73% |
Chad Tobin Slagle Financial, LLC | 734 | $226,744.26 | $295,581.8 | $68,837.54 | 30.36% |
John Shanley Aspect Partners, LLC | 244 | $70,578.02 | $97,258.4 | $26,680.38 | 37.8% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 302 | $75,913.42 | $120,724.5 | $44,811.08 | 59.03% |
James Aldige Clio Asset Management LLC | 35,080 | $10.37M | $13.96M | $3.58M | 34.56% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 4,871 | $1.23M | $1.91M | $674,293.95 | 54.72% |
Michael Ryan Michael S. Ryan, Inc. | 788 | $273,147.75 | $315,097.56 | $41,949.81 | 15.36% |
Nancy Smetek Arcataur Capital Management LLC | 3,630 | $961,434.9 | $1.46M | $500,946.86 | 52.1% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 18,319 | $5.8M | $7.33M | $1.52M | 26.27% |
Bradley H. Owens LJI Wealth Management, LLC | 1,647 | $459,318.1 | $644,685.19 | $185,367.09 | 40.36% |
Jeremy Sorci Premier Financial Group | 153 | $52,493 | $59,888.79 | $7,395.79 | 14.09% |