| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eric Dahm Range Financial Group LLC | 43,725 | $1.67M | $2.61M | $934,871.62 | 55.96% |
Gary M. Coon Finer Wealth Management Inc. | 16,650 | $669,050.57 | $962,869.5 | $293,818.93 | 43.92% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 28 | $1,326 | $1,616.44 | $290.44 | 21.9% |
Nolan Baker Retirement Guys Formula LLC | 21,910 | $1.29M | $1.31M | $21,280.56 | 1.65% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 59,610 | $2.53M | $3.45M | $920,263.94 | 36.39% |
| JG John Ginter Callan Family Office LLC | 66,659 | $3.48M | $3.86M | $376,426.51 | 10.82% |
Rodrigo Diaz Plan Group Financial LLC | 17,000 | $723,680 | $1.01M | $290,710 | 40.17% |
Anu Prabhu Altrius Capital Management Inc. | 174,404 | $6.35M | $10.09M | $3.74M | 58.83% |
| DCM Douglas C. McCoy Montchanin Asset Management LLC | 3,870 | $226,278.9 | $224,034.3 | -$2,244.6 | -0.99% |
Amna Ali Khan GDS Wealth Management | 3,441 | $212,516.16 | $204,773.91 | -$7,742.25 | -3.64% |
Samuel Pressley Ridgepath Capital Management LLC | 7,103 | $280,853.48 | $411,299.21 | $130,445.73 | 46.45% |
Rachel Faulk Cape Investment Advisory Inc. | 3,538 | $215,819.86 | $205,204 | -$10,615.86 | -4.92% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 465 | $19,939.53 | $27,807 | $7,867.47 | 39.46% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 29 | $1,642 | $1,735.21 | $93.21 | 5.68% |
Lukas Lindgren Abound Wealth Management | 48 | $2,807 | $2,771.28 | -$35.72 | -1.27% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,377 | $200,253.15 | $200,999.04 | $745.89 | 0.37% |
Alex Nunnamaker Schechter Investment Advisors LLC | 7,537 | $238,697.64 | $449,205.2 | $210,507.56 | 88.19% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,216 | $264,200.79 | $310,873.6 | $46,672.81 | 17.67% |
Bert D. Barre Colonial Trust Co. / SC | 848 | $38,084.64 | $48,916.88 | $10,832.24 | 28.44% |
Loni Adams Daymark Wealth Partners LLC | 5,527 | $301,108.8 | $330,708.04 | $29,599.24 | 9.83% |