| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 18,560 | $8.97M | $13.02M | $4.05M | 45.17% |
MATTHEW HALL Hill Investment Group Partners, LLC | 2,575 | $1.53M | $1.82M | $295,862.9 | 19.39% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 821 | $464,273.36 | $576,021.81 | $111,748.45 | 24.07% |
Kathleen Pitcher Tobey Call To Action Foundation | 842,980 | $370.85M | $593.04M | $222.19M | 59.91% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,684 | $940,903.98 | $1.19M | $251,216.46 | 26.7% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 13,322 | $8.43M | $9.39M | $968,077.82 | 11.49% |
Scott Kapusta First County Bank /CT/ | 4,172 | $2.44M | $2.96M | $518,797.03 | 21.24% |
Megan J. Lottier Rockwood Wealth Management, LLC | 18,813 | $8.95M | $13.35M | $4.4M | 49.2% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,826 | $1.13M | $1.28M | $151,709.44 | 13.4% |
Chad Tobin Slagle Financial, LLC | 3,727 | $1.74M | $2.65M | $910,878.18 | 52.48% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 79,181 | $42.68M | $55.56M | $12.89M | 30.2% |
John Shanley Aspect Partners, LLC | 280 | $143,890.66 | $196,982.8 | $53,092.14 | 36.9% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 6,526 | $3.38M | $4.63M | $1.25M | 37.08% |
| DT Derek Tinnin Altiora Financial Group, LLC | 367 | $219,016.45 | $260,647.07 | $41,630.62 | 19.01% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,267 | $649,816.47 | $897,891.21 | $248,074.74 | 38.18% |
| MRC Martin R. Curiel MYECFO, LLC | 4,635 | $1.93M | $3.28M | $1.35M | 70.05% |
Kure Advisory LLC Kure Advisory, LLC | 731 | $388,650.73 | $517,160.57 | $128,509.84 | 33.07% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,372 | $749,194.12 | $973,852.46 | $224,658.34 | 29.99% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 566 | $291,170.66 | $401,537.37 | $110,366.71 | 37.9% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 53,321 | $30.03M | $37.77M | $7.74M | 25.76% |