| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samuel Pressley Ridgepath Capital Management LLC | 1,871 | $295,702.64 | $384,976.96 | $89,274.32 | 30.19% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,084 | $1.08M | $1.39M | $314,706.4 | 29.15% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 563,134 | $89.04M | $110.84M | $21.81M | 24.49% |
Rachel Faulk Cape Investment Advisory Inc. | 18,937 | $2.89M | $3.61M | $719,470.51 | 24.93% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 23,561 | $4.38M | $4.64M | $259,406.37 | 5.93% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,772 | $297,452.69 | $348,375.2 | $50,922.51 | 17.12% |
Vyoma Patel Strata Wealth Advisors LLC | 20,180 | $3.14M | $3.84M | $706,260.39 | 22.52% |
Mariana Coli Dunhill Financial LLC | 2,085 | $324,538.43 | $388,956.75 | $64,418.32 | 19.85% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 2,078 | $313,947.7 | $391,703 | $77,755.3 | 24.77% |
Rebecca Sierp WPWealth LLP | 2,860 | $417,886.63 | $533,533 | $115,646.37 | 27.67% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 10,420 | $1.69M | $2.05M | $365,908.16 | 21.71% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 6,577 | $973,790.81 | $1.29M | $320,760.1 | 32.94% |
Lukas Lindgren Abound Wealth Management | 1,211 | $207,723.44 | $238,361.13 | $30,637.69 | 14.75% |
Drew Phillips Fortitude Family Office LLC | 25,522 | $3.89M | $5.02M | $1.13M | 29.15% |
Sherri Cooke Dakota Community Bank & Trust NA | 1,480 | $216,746.18 | $291,308.4 | $74,562.22 | 34.4% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 3,565 | $569,874.45 | $701,698.95 | $131,824.5 | 23.13% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,800 | $554,779 | $747,954 | $193,175 | 34.82% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 69,911 | $13.92M | $13.76M | -$156,504.12 | -1.12% |
Scott Crane Crane Advisory LLC | 2,588 | $434,576.61 | $509,396.04 | $74,819.43 | 17.22% |
Jill Grimes Centurion Wealth Management LLC | 1,902 | $304,689.71 | $374,370.66 | $69,680.95 | 22.87% |