| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Mowrey Signature Resources Capital Management LLC | 615,188 | $19.57M | $27.19M | $7.61M | 38.89% |
Albert Moore First National Advisers LLC | 8,158 | $238,458.34 | $360,502.02 | $122,043.68 | 51.18% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 6,205 | $244,860.35 | $274,198.95 | $29,338.6 | 11.98% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 29,137 | $667,390.63 | $1.29M | $620,173.4 | 92.93% |
| TC Trent Curry bLong Financial LLC | 19,784 | $684,329 | $874,254.96 | $189,925.96 | 27.75% |
| EB Elizabeth Barrett Sterling Wealth Advisors Inc. | 62,838 | $2.43M | $2.78M | $346,986.49 | 14.28% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 45,427 | $1.12M | $2.01M | $891,698.21 | 79.92% |
| RS Rebecca Sierp WPWealth LLP | 133,719 | $3.57M | $5.91M | $2.34M | 65.46% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 6,705 | $231,925.95 | $296,293.95 | $64,368 | 27.75% |
Lukas Lindgren Abound Wealth Management | 3,490 | $130,198.03 | $154,223.1 | $24,025.07 | 18.45% |
| DP Drew Phillips Fortitude Family Office LLC | 3,333 | $117,016.82 | $147,285.27 | $30,268.45 | 25.87% |
Matthew Zienty Cardinal Point Capital Management ULC | 1.04M | $34.71M | $45.84M | $11.14M | 32.09% |
Bert D. Barre Colonial Trust Co. / SC | 17,949 | $459,699.27 | $793,166.31 | $333,467.04 | 72.54% |
Bridget Davis Cedar Point Capital Partners LLC | 32,274 | $1.16M | $1.43M | $269,487.06 | 23.3% |
| VL Victoria Latham Fiduciary Alliance LLC | 13,043 | $333,777.05 | $576,370.17 | $242,593.12 | 72.68% |
Christopher D. Rich EnRich Financial Partners LLC | 14,265 | $440,063.03 | $630,370.35 | $190,307.32 | 43.25% |
Mark Meredith Meredith Wealth Planning | 24,306 | $873,485.4 | $1.07M | $200,596.74 | 22.97% |
Kellie Borror Daner Wealth Management LLC | 543,945 | $19.8M | $24.04M | $4.23M | 21.38% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 28,565 | $988,069 | $1.26M | $274,218.35 | 27.75% |
Brian Matter Creative Capital Management Investments LLC | 1.62M | $46.73M | $71.76M | $25.03M | 53.57% |