| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Megan J. Lottier Rockwood Wealth Management, LLC | 4,756 | $254,987 | $270,806.64 | $15,819.64 | 6.2% |
Shawn Scholz Impact Partnership Wealth, LLC | 314,580 | $16.26M | $17.91M | $1.65M | 10.16% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,745 | $84,256.12 | $99,360.3 | $15,104.18 | 17.93% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 4,417 | $200,218.73 | $251,503.98 | $51,285.25 | 25.61% |
| MRC Martin R. Curiel MYECFO, LLC | 3,820 | $204,790 | $220,108.4 | $15,318.4 | 7.48% |
Nancy Smetek Arcataur Capital Management LLC | 5,031 | $171,034.44 | $286,465.14 | $115,430.7 | 67.49% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 165,841 | $8.66M | $9.44M | $780,557 | 9.01% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 87,574 | $4.7M | $5.07M | $370,928.1 | 7.89% |
Bradley H. Owens LJI Wealth Management, LLC | 33,006 | $1.37M | $1.88M | $510,074.59 | 37.25% |
Thomas Dobbins New Republic Capital, LLC | 1,614 | $88,399 | $93,757.26 | $5,358.26 | 6.06% |
John Hayes LongView Wealth Management | 11,859 | $559,783.28 | $675,251.46 | $115,468.18 | 20.63% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 13,265 | $660,730 | $755,309.1 | $94,579.1 | 14.31% |
Bradley Harsch Strategic Advocates LLC | 12 | $646.34 | $695.04 | $48.7 | 7.53% |
Elliot Kallen Prosperity Wealth Management, Inc. | 4,236 | $232,031 | $241,197.84 | $9,166.84 | 3.95% |
Peter Sigismondi Ramirez Asset Management, Inc. | 300 | $16,083 | $17,376 | $1,293 | 8.04% |
John M Roach Waterway Wealth Management, LLC | 6,789 | $289,329.75 | $386,565.66 | $97,235.91 | 33.61% |
Denise Reinert CGC Financial Services, LLC | 1,280 | $43,149 | $72,883.2 | $29,734.2 | 68.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 983,664 | $51.57M | $56.01M | $4.44M | 8.6% |
Peter David N Soliman Second Line Capital, LLC | 5,787 | $218,892.62 | $335,183.04 | $116,290.42 | 53.13% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 69,225 | $3.61M | $3.94M | $335,393.12 | 9.3% |