| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 642 | $91,994.91 | $198,942.96 | $106,948.05 | 116.25% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 1,810 | $420,318.2 | $560,728.97 | $140,410.77 | 33.41% |
CJ Harrison DecisionPoint Financial LLC | 465 | $76,460.09 | $144,424.35 | $67,964.26 | 88.89% |
| JG John Ginter Callan Family Office LLC | 2,818 | $660,764.16 | $875,242.62 | $214,478.46 | 32.46% |
Burke Montgomery GCM Grosvenor Holdings LLC | 53,804 | $12.49M | $16.67M | $4.17M | 33.41% |
Albert Moore First National Advisers LLC | 900 | $208,062 | $279,531 | $71,469 | 34.35% |
Anita Woodhouse V-Square Quantitative Management LLC | 143 | $33,531 | $44,414.37 | $10,883.37 | 32.46% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 4 | $938 | $1,242.36 | $304.36 | 32.45% |
| DP Drew Phillips Fortitude Family Office LLC | 44 | $11,840.69 | $13,666.18 | $1,825.49 | 15.42% |
Bert D. Barre Colonial Trust Co. / SC | 600 | $106,060.14 | $186,357 | $80,296.86 | 75.71% |
| VL Victoria Latham Fiduciary Alliance LLC | 2,356 | $542,355.22 | $730,725.18 | $188,369.96 | 34.73% |
| NH Nolan Hoffmeyer Thematics Asset Management | 192,300 | $23.43M | $59.64M | $36.22M | 154.59% |
Amy Ardeel Icon Wealth Advisors LLC | 1,122 | $264,870.4 | $348,190.26 | $83,319.86 | 31.46% |
Kevin Kroskey True Wealth Design LLC | 177 | $42,606.12 | $53,696.49 | $11,090.37 | 26.03% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 2,336 | $669,801 | $725,234.54 | $55,433.54 | 8.28% |
| DD Damir Durkovic Entropy Technologies, LP | 11,072 | $3.17M | $3.44M | $264,952.52 | 8.35% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 34 | $8,688.71 | $10,562.44 | $1,873.73 | 21.57% |
Alexandra Stickelman Root Financial Partners, LLC | 241 | $62,506.1 | $74,869.06 | $12,362.96 | 19.78% |
Courtney Holt Compound Planning, Inc. | 1,335 | $322,377.55 | $414,731.1 | $92,353.55 | 28.65% |
Tony Macafee UniSuper Management Pty Ltd | 27,954 | $6.47M | $8.65M | $2.18M | 33.69% |