| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 16,452 | $712,638.78 | $770,118.12 | $57,479.34 | 8.07% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 9,294 | $376,374.23 | $435,052.14 | $58,677.91 | 15.59% |
Staci Compagno Portside Wealth Group, LLC | 126,025 | $5.09M | $5.9M | $808,412.2 | 15.88% |
Courtney Holt Compound Planning, Inc. | 58,409 | $2.39M | $2.73M | $347,984.41 | 14.58% |
Katherine Stoner Empower Advisory Group, LLC | 2.29M | $89.46M | $107.41M | $17.95M | 20.07% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 32,640 | $1.29M | $1.54M | $243,833.77 | 18.88% |
Nemes Rush Group LLC Nemes Rush Group LLC | 7,127 | $302,816.64 | $345,516.96 | $42,700.32 | 14.1% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 7,922 | $320,578.85 | $372,175.56 | $51,596.71 | 16.09% |
Scott Kapusta First County Bank /CT/ | 27,925 | $1.11M | $1.31M | $200,566.8 | 18.12% |
Ian Wang Plato Investment Management Ltd | 201,623 | $8.72M | $9.49M | $767,607.1 | 8.8% |
Shawn Scholz Impact Partnership Wealth, LLC | 22,241 | $895,770.83 | $1.04M | $145,330.38 | 16.22% |
John Shanley Aspect Partners, LLC | 3,184 | $127,783.7 | $149,043.04 | $21,259.34 | 16.64% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 904 | $37,223.94 | $42,316.24 | $5,092.3 | 13.68% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 107,139 | $4.28M | $5.02M | $738,659.64 | 17.27% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 111,752 | $4.91M | $5.23M | $321,001.83 | 6.54% |
Bradley H. Owens LJI Wealth Management, LLC | 7,428 | $311,742.68 | $347,704.68 | $35,962 | 11.54% |
Tony Macafee UniSuper Management Pty Ltd | 455,012 | $18.53M | $22.06M | $3.53M | 19.07% |
Alisha Arvold Christopher J. Hasenberg, Inc | 611 | $25,737.4 | $28,600.91 | $2,863.51 | 11.13% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 8,840 | $371,507.46 | $413,800.4 | $42,292.94 | 11.38% |
Thomas Dobbins New Republic Capital, LLC | 19,501 | $855,646.88 | $976,610.12 | $120,963.24 | 14.14% |