| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 8,445 | $667,702.84 | $730,070.25 | $62,367.41 | 9.34% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 7,424 | $528,371.68 | $641,804.8 | $113,433.12 | 21.47% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 5,456 | $321,468.91 | $471,671.2 | $150,202.29 | 46.72% |
Eugene Donato KENNEDY INVESTMENT GROUP | 18,806 | $860,089.86 | $1.63M | $765,688.84 | 89.02% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 50,751 | $4.19M | $4.39M | $193,374.95 | 4.61% |
Staci Compagno Portside Wealth Group, LLC | 49,762 | $2.27M | $4.3M | $2.03M | 89.44% |
Courtney Holt Compound Planning, Inc. | 45,287 | $2.95M | $3.92M | $960,496.05 | 32.51% |
Katherine Stoner Empower Advisory Group, LLC | 116,989 | $7.56M | $10.11M | $2.56M | 33.82% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 20,719 | $821,278.19 | $1.79M | $969,879.36 | 118.09% |
Nemes Rush Group LLC Nemes Rush Group LLC | 316 | $29,451.4 | $27,318.2 | -$2,133.2 | -7.24% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 4,004 | $369,705.16 | $346,145.8 | -$23,559.36 | -6.37% |
John Derrick Eldred Rock Partners, LLC | 136,226 | $8.3M | $11.78M | $3.47M | 41.84% |
Ian Wang Plato Investment Management Ltd | 74,817 | $4.61M | $6.53M | $1.92M | 41.54% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,639 | $218,124 | $228,141.55 | $10,017.55 | 4.59% |
Chad Tobin Slagle Financial, LLC | 44,044 | $3.56M | $3.81M | $250,376.55 | 7.04% |
John Shanley Aspect Partners, LLC | 169 | $13,147.99 | $14,610.05 | $1,462.06 | 11.12% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,579 | $159,064.28 | $309,404.55 | $150,340.27 | 94.52% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 18,523 | $826,752.35 | $1.6M | $774,561 | 93.69% |
Kure Advisory LLC Kure Advisory, LLC | 4,002 | $372,511.37 | $345,972.9 | -$26,538.47 | -7.12% |
Nancy Smetek Arcataur Capital Management LLC | 5,406 | $233,313.62 | $467,348.7 | $234,035.08 | 100.31% |