| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 785 | $182,573.92 | $241,913.46 | $59,339.54 | 32.5% |
| EM Erin Mccann Simplicity Wealth LLC | 3,621 | $753,767.32 | $1.13M | $372,291.3 | 49.39% |
Patricia A. Thompson Leeward Investments LLC - MA | 135,566 | $15.2M | $42.42M | $27.22M | 179.13% |
Sean Murray Quantum Financial Advisors LLC | 686 | $204,942.5 | $214,635.68 | $9,693.18 | 4.73% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 642 | $91,994.91 | $200,868.96 | $108,874.05 | 118.35% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 1,810 | $420,318.2 | $566,312.8 | $145,994.6 | 34.73% |
Keith Williams 4D Advisors LLC | 35,000 | $10.46M | $11.27M | $813,050.35 | 7.78% |
CJ Harrison DecisionPoint Financial LLC | 467 | $77,041.57 | $145,227.66 | $68,186.09 | 88.51% |
| JG John Ginter Callan Family Office LLC | 3,058 | $732,464.2 | $947,980 | $215,515.8 | 29.42% |
Burke Montgomery GCM Grosvenor Holdings LLC | 53,804 | $12.49M | $17.32M | $4.83M | 38.65% |
Albert Moore First National Advisers LLC | 900 | $208,062 | $281,592 | $73,530 | 35.34% |
Anita Woodhouse V-Square Quantitative Management LLC | 143 | $33,531 | $44,741.84 | $11,210.84 | 33.43% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 4 | $938 | $1,251.52 | $313.52 | 33.42% |
Drew Phillips Fortitude Family Office LLC | 45 | $12,139.44 | $14,079.6 | $1,940.16 | 15.98% |
Bert D. Barre Colonial Trust Co. / SC | 600 | $106,060.14 | $186,000 | $79,939.86 | 75.37% |
Victoria Latham Fiduciary Alliance LLC | 2,356 | $542,355.22 | $737,145.28 | $194,790.06 | 35.92% |
Nolan Hoffmeyer Thematics Asset Management | 192,300 | $23.43M | $60.17M | $36.74M | 156.82% |
Brian Matter Creative Capital Management Investments LLC | 15 | $4,481.25 | $4,693.2 | $211.95 | 4.73% |
Amy Ardeel Icon Wealth Advisors LLC | 1,025 | $241,424.53 | $318,754.51 | $77,329.98 | 32.03% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 12 | $3,585 | $3,731.76 | $146.76 | 4.09% |