| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 4,064 | $248,971.89 | $234,248.96 | -$14,722.93 | -5.91% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 64,394 | $2.8M | $3.68M | $878,388.75 | 31.32% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 40 | $2,450 | $2,287.6 | -$162.4 | -6.63% |
Staci Compagno Portside Wealth Group, LLC | 5,855 | $358,677 | $337,482.2 | -$21,194.8 | -5.91% |
Courtney Holt Compound Planning, Inc. | 28,319 | $1.54M | $1.62M | $80,613.47 | 5.24% |
Katherine Stoner Empower Advisory Group, LLC | 13,921 | $603,362.29 | $796,141.99 | $192,779.7 | 31.95% |
Jishnu Guha PICKERING ENERGY PARTNERS LP | 5,000 | $306,300 | $285,950 | -$20,350 | -6.64% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,351 | $58,030.26 | $77,263.69 | $19,233.43 | 33.14% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 4,744 | $212,660.31 | $271,309.36 | $58,649.05 | 27.58% |
Megan J. Lottier Rockwood Wealth Management, LLC | 5,530 | $255,322.9 | $315,984.2 | $60,661.3 | 23.76% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,282 | $201,047 | $187,697.58 | -$13,349.42 | -6.64% |
John Shanley Aspect Partners, LLC | 102 | $4,286.04 | $5,763 | $1,476.96 | 34.46% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 212 | $10,223.33 | $12,110.5 | $1,887.17 | 18.46% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 22,102 | $907,319.84 | $1.26M | $356,693.54 | 39.31% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 157,920 | $7.75M | $9.02M | $1.27M | 16.39% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 15,668 | $959,801 | $896,052.92 | -$63,748.08 | -6.64% |
Bradley H. Owens LJI Wealth Management, LLC | 8,302 | $373,991.11 | $474,251.75 | $100,260.64 | 26.81% |
Annmarie Young KPP Advisory Services LLC | 5,310 | $244,275.23 | $303,333.75 | $59,058.52 | 24.18% |
Keith Henderson CULTIVAR CAPITAL, INC. | 4,430 | $271,382 | $253,351.7 | -$18,030.3 | -6.64% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 8,744 | $408,563.4 | $499,501 | $90,937.6 | 22.26% |