| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Able Financial Group LLC ABLE Financial Group, LLC | 3,324 | $206,857.15 | $269,077.8 | $62,220.65 | 30.08% |
Benjamin J. Jones National Wealth Management Group, LLC | 12,731 | $931,595.68 | $1.03M | $98,978.77 | 10.62% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 148,068 | $9.76M | $11.99M | $2.22M | 22.75% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 17,472 | $1.13M | $1.41M | $284,706.24 | 25.2% |
Staci Compagno Portside Wealth Group, LLC | 7,492 | $603,631 | $606,477.4 | $2,846.4 | 0.47% |
Courtney Holt Compound Planning, Inc. | 168,140 | $11.14M | $13.61M | $2.47M | 22.14% |
Katherine Stoner Empower Advisory Group, LLC | 57,594 | $3.81M | $4.81M | $1.01M | 26.46% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,731 | $120,688.61 | $146,200.26 | $25,511.65 | 21.14% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 11,047 | $823,133.86 | $923,197.79 | $100,063.93 | 12.16% |
Scott Kapusta First County Bank /CT/ | 23,745 | $1.46M | $1.92M | $457,298.49 | 31.22% |
Megan J. Lottier Rockwood Wealth Management, LLC | 25,786 | $1.58M | $2.09M | $509,529.1 | 32.29% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,015 | $242,932 | $244,064.25 | $1,132.25 | 0.47% |
John Shanley Aspect Partners, LLC | 868 | $60,725.28 | $70,264.6 | $9,539.32 | 15.71% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,996 | $111,905.93 | $161,576.2 | $49,670.27 | 44.39% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,509 | $202,176 | $203,103.55 | $927.55 | 0.46% |
| MRC Martin R. Curiel MYECFO, LLC | 6,440 | $417,343.96 | $532,523.6 | $115,179.64 | 27.6% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 107,900 | $7.52M | $8.73M | $1.21M | 16.15% |
Bradley H. Owens LJI Wealth Management, LLC | 18,317 | $1.2M | $1.48M | $285,372.95 | 23.83% |
Carrie Miller Trellis Wealth Advisors LLC | 2,932 | $210,502.94 | $237,345.4 | $26,842.46 | 12.75% |
Annmarie Young KPP Advisory Services LLC | 16,184 | $1.01M | $1.31M | $299,775.38 | 29.67% |