| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 1,309 | $162,892.56 | $294,420.28 | $131,527.72 | 80.75% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,209 | $551,810.95 | $501,321.5 | -$50,489.45 | -9.15% |
Lansing A. Davis Davis Asset Management LP | 740,000 | $151.04M | $165.79M | $14.75M | 9.77% |
Mariana Coli Dunhill Financial LLC | 23 | $7,772.52 | $5,173.16 | -$2,599.36 | -33.44% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 337 | $103,887.51 | $76,379.36 | -$27,508.15 | -26.48% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 3,750 | $1.07M | $852,262.5 | -$214,110.01 | -20.08% |
Lukas Lindgren Abound Wealth Management | 4 | $988.87 | $900.88 | -$87.99 | -8.9% |
Drew Phillips Fortitude Family Office LLC | 231 | $51,692.24 | $51,956.52 | $264.28 | 0.51% |
Sherri Cooke Dakota Community Bank & Trust NA | 623 | $77,526.12 | $139,751.36 | $62,225.24 | 80.26% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,349 | $1.13M | $751,716.54 | -$380,327.4 | -33.6% |
Jill Grimes Centurion Wealth Management LLC | 2,947 | $708,578.1 | $670,339.35 | -$38,238.75 | -5.4% |
Alex Nunnamaker Schechter Investment Advisors LLC | 8,680 | $3.25M | $1.96M | -$1.3M | -39.86% |
Bert D. Barre Colonial Trust Co. / SC | 17,651 | $4.9M | $3.99M | -$911,969.55 | -18.61% |
Daniel Guy Ethos Financial Group LLC | 1,280 | $392,407.43 | $287,539.2 | -$104,868.23 | -26.72% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,876 | $238,222.96 | $421,949.92 | $183,726.96 | 77.12% |
Victoria Latham Fiduciary Alliance LLC | 1,846 | $338,504 | $414,786.97 | $76,282.97 | 22.54% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 24,777 | $6.3M | $5.59M | -$716,748.32 | -11.37% |
Loni Adams Daymark Wealth Partners LLC | 5,253 | $1.57M | $1.19M | -$380,938.87 | -24.24% |
Jessica Thayer Unique Wealth LLC | 7,336 | $1.46M | $1.67M | $203,162.6 | 13.88% |
Brian Matter Creative Capital Management Investments LLC | 102 | $30,700.78 | $22,941.84 | -$7,758.94 | -25.27% |