| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 4,452 | $237,086.2 | $249,712.68 | $12,626.48 | 5.33% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 10,066 | $500,680.13 | $563,796.66 | $63,116.53 | 12.61% |
Courtney Holt Compound Planning, Inc. | 20,874 | $1.13M | $1.17M | $36,417.53 | 3.22% |
Katherine Stoner Empower Advisory Group, LLC | 10,373 | $468,494.57 | $577,776.1 | $109,281.53 | 23.33% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 4,370 | $227,961.14 | $243,212.35 | $15,251.21 | 6.69% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,619 | $158,429.59 | $201,343.06 | $42,913.47 | 27.09% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 12,619 | $463,758.21 | $705,843.76 | $242,085.55 | 52.2% |
Scott Kapusta First County Bank /CT/ | 6,336 | $287,147.73 | $355,069.44 | $67,921.71 | 23.65% |
Megan J. Lottier Rockwood Wealth Management, LLC | 4,756 | $254,987 | $266,692.7 | $11,705.7 | 4.59% |
Shawn Scholz Impact Partnership Wealth, LLC | 314,580 | $16.26M | $17.62M | $1.36M | 8.38% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,500 | $74,055.3 | $84,082.5 | $10,027.2 | 13.54% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 4,417 | $200,218.73 | $247,594.93 | $47,376.2 | 23.66% |
| MRC Martin R. Curiel MYECFO, LLC | 3,820 | $204,790 | $214,244.7 | $9,454.7 | 4.62% |
Nancy Smetek Arcataur Capital Management LLC | 5,031 | $171,034.44 | $281,408.98 | $110,374.54 | 64.53% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 165,841 | $8.66M | $9.23M | $564,134.49 | 6.51% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 87,574 | $4.7M | $4.9M | $203,223.89 | 4.32% |
Bradley H. Owens LJI Wealth Management, LLC | 33,006 | $1.37M | $1.85M | $480,204.16 | 35.07% |
Thomas Dobbins New Republic Capital, LLC | 1,614 | $88,399 | $90,375.93 | $1,976.93 | 2.24% |
John Hayes LongView Wealth Management | 11,859 | $559,783.28 | $665,171.31 | $105,388.03 | 18.83% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 13,265 | $660,730 | $743,635.9 | $82,905.9 | 12.55% |