| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 89,819 | $7.05M | $9.99M | $2.94M | 41.7% |
Katherine Stoner Empower Advisory Group, LLC | 2.67M | $142.78M | $296.58M | $153.8M | 107.72% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 7,922 | $426,900.72 | $880,926.4 | $454,025.68 | 106.35% |
Andrew Nall PMV Capital Advisers, LLC | 300 | $27,350.22 | $33,360 | $6,009.78 | 21.97% |
Nemes Rush Group LLC Nemes Rush Group LLC | 210,975 | $11.74M | $23.46M | $11.73M | 99.91% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 29,597 | $3.1M | $3.29M | $195,727.54 | 6.32% |
Scott Kapusta First County Bank /CT/ | 5,672 | $312,845.84 | $630,726.4 | $317,880.56 | 101.61% |
Ian Wang Plato Investment Management Ltd | 96,939 | $5.99M | $10.84M | $4.85M | 80.99% |
Shawn Scholz Impact Partnership Wealth, LLC | 17,025 | $1.88M | $1.89M | $11,366.42 | 0.6% |
Chad Tobin Slagle Financial, LLC | 19,788 | $1.32M | $2.2M | $884,963.3 | 67.27% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 3,861 | $243,155.42 | $430,694.55 | $187,539.13 | 77.13% |
John Shanley Aspect Partners, LLC | 671 | $47,319.39 | $74,615.2 | $27,295.81 | 57.68% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,346 | $177,177.7 | $372,075.2 | $194,897.5 | 110% |
| DT Derek Tinnin Altiora Financial Group, LLC | 2,448 | $166,630.23 | $275,791.68 | $109,161.45 | 65.51% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 13,510 | $837,823 | $1.5M | $664,489 | 79.31% |
Andrew Wiener Samjo Management, LLC | 23,385 | $1.23M | $2.6M | $1.37M | 111.61% |
Kure Advisory LLC Kure Advisory, LLC | 2,343 | $266,052.65 | $260,541.6 | -$5,511.05 | -2.07% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 3,290 | $373,687.46 | $365,848 | -$7,839.46 | -2.1% |
Michael Ryan Michael S. Ryan, Inc. | 6,649 | $377,334.73 | $739,368.8 | $362,034.07 | 95.95% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 18,064 | $1.69M | $2.01M | $317,444.4 | 18.77% |