| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 3,915 | $998,004.62 | $1.12M | $118,905.73 | 11.91% |
Scott Kapusta First County Bank /CT/ | 2,182 | $440,906.21 | $626,975.88 | $186,069.67 | 42.2% |
Megan J. Lottier Rockwood Wealth Management, LLC | 6,049 | $1.31M | $1.75M | $438,084.44 | 33.51% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,416 | $321,851.99 | $402,929.88 | $81,077.89 | 25.19% |
John Shanley Aspect Partners, LLC | 1,402 | $307,770.4 | $399,037.24 | $91,266.84 | 29.65% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 51,237 | $10.9M | $14.75M | $3.85M | 35.36% |
| DT Derek Tinnin Altiora Financial Group, LLC | 1,603 | $341,973.66 | $461,487.67 | $119,514.01 | 34.95% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 48,951 | $12.36M | $14.01M | $1.65M | 13.35% |
Bradley H. Owens LJI Wealth Management, LLC | 1,757 | $364,566.75 | $503,819.75 | $139,253 | 38.2% |
Annmarie Young KPP Advisory Services LLC | 1,478 | $330,261.65 | $421,584.72 | $91,323.07 | 27.65% |
Thomas Healy PFW Advisors LLC | 1,714 | $280,145.67 | $494,823.23 | $214,677.56 | 76.63% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 40,272 | $8.84M | $11.54M | $2.7M | 30.48% |
Thomas Dobbins New Republic Capital, LLC | 1,282 | $325,394.06 | $365,677.68 | $40,283.62 | 12.38% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,626 | $567,774 | $755,132.56 | $187,358.56 | 33% |
John Hayes LongView Wealth Management | 14,873 | $3.31M | $4.25M | $947,616.36 | 28.66% |
Andrew Halac Talon Private Wealth, LLC | 4,927 | $1.49M | $1.41M | -$84,508.27 | -5.66% |
Norden Group LLC NORDEN GROUP LLC | 783 | $205,042.6 | $222,074.46 | $17,031.86 | 8.31% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1,110 | $204,253.5 | $319,613.4 | $115,359.9 | 56.48% |
John M Roach Waterway Wealth Management, LLC | 666 | $174,363.27 | $191,015.46 | $16,652.19 | 9.55% |
Timothy Monaco Dechtman Wealth Management, LLC | 56,008 | $13.12M | $16.02M | $2.9M | 22.09% |