| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amna Ali Khan GDS Wealth Management | 3,317 | $259,364.58 | $381,687.19 | $122,322.61 | 47.16% |
Mark Mowrey Signature Resources Capital Management LLC | 7,210 | $522,832.48 | $793,172.1 | $270,339.62 | 51.71% |
Albert Moore First National Advisers LLC | 18,246 | $953,717.22 | $2.1M | $1.15M | 120.15% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 3,106 | $191,049.92 | $352,965.84 | $161,915.92 | 84.75% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 15,866 | $901,483.91 | $1.8M | $901,528.33 | 100% |
| TC Trent Curry bLong Financial LLC | 17,515 | $1.04M | $1.91M | $872,422.15 | 84.14% |
Anita Woodhouse V-Square Quantitative Management LLC | 18,455 | $997,873.52 | $2.03M | $1.03M | 103.16% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 1.26M | $65.3M | $136.78M | $71.48M | 109.47% |
Rachel Faulk Cape Investment Advisory Inc. | 7,250 | $579,581.02 | $796,412.5 | $216,831.48 | 37.41% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 54,397 | $2.54M | $6.26M | $3.72M | 146.67% |
| FIL FWG Investments LLC FWG Investments LLC | 2,260 | $265,417 | $248,261 | -$17,156 | -6.46% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,668 | $77,810.74 | $181,628.52 | $103,817.78 | 133.42% |
Lansing A. Davis Davis Asset Management LP | 1,000 | $77,590 | $108,940 | $31,350 | 40.4% |
Vyoma Patel Strata Wealth Advisors LLC | 1,818 | $213,542 | $198,889.2 | -$14,652.8 | -6.86% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 3,932 | $217,459.92 | $430,829.24 | $213,369.32 | 98.12% |
Mariana Coli Dunhill Financial LLC | 3,859 | $267,945.69 | $423,911.15 | $155,965.46 | 58.21% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 4,229 | $229,099.51 | $486,631.03 | $257,531.52 | 112.41% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 35,603 | $1.77M | $3.87M | $2.1M | 118.42% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 3,584 | $207,617.4 | $412,410.88 | $204,793.48 | 98.64% |
Lukas Lindgren Abound Wealth Management | 2,936 | $142,225.07 | $321,903.04 | $179,677.97 | 126.33% |