| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janelle Anderson Grand Wealth Management LLC | 1.87M | $55.98M | $84.32M | $28.35M | 50.64% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 2.29M | $61.47M | $103.29M | $41.82M | 68.04% |
Mark Mowrey Signature Resources Capital Management LLC | 615,188 | $19.57M | $27.55M | $7.98M | 40.75% |
Albert Moore First National Advisers LLC | 8,158 | $238,458.34 | $367,599.48 | $129,141.14 | 54.16% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 6,205 | $244,860.35 | $280,590.1 | $35,729.75 | 14.59% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 29,137 | $667,390.63 | $1.31M | $641,880.46 | 96.18% |
| TC Trent Curry bLong Financial LLC | 19,784 | $684,329 | $891,170.28 | $206,841.28 | 30.23% |
Elizabeth Barrett Sterling Wealth Advisors Inc. | 70,084 | $2.75M | $3.13M | $383,249.32 | 13.93% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 45,157 | $1.11M | $2.02M | $911,120.04 | 82.13% |
Rebecca Sierp WPWealth LLP | 137,866 | $3.76M | $6.23M | $2.47M | 65.83% |
Lukas Lindgren Abound Wealth Management | 3,490 | $130,198.03 | $157,643.3 | $27,445.27 | 21.08% |
Matthew Zienty Cardinal Point Capital Management ULC | 1.04M | $34.71M | $46.66M | $11.95M | 34.44% |
Bert D. Barre Colonial Trust Co. / SC | 17,949 | $459,699.27 | $809,948.62 | $350,249.35 | 76.19% |
Bridget Davis Cedar Point Capital Partners LLC | 32,274 | $1.16M | $1.46M | $299,501.88 | 25.89% |
Christopher D. Rich EnRich Financial Partners LLC | 14,409 | $446,450.87 | $649,197.49 | $202,746.62 | 45.41% |
Mark Meredith Meredith Wealth Planning | 24,396 | $877,482.18 | $1.1M | $222,045.54 | 25.3% |
Kellie Borror Daner Wealth Management LLC | 576,229 | $21.3M | $25.99M | $4.7M | 22.05% |
Stephen Cheifetz Kades & Cheifetz LLC | 28,565 | $988,069 | $1.29M | $302,212.05 | 30.59% |
Brian Matter Creative Capital Management Investments LLC | 1.76M | $52.74M | $79.52M | $26.77M | 50.76% |
Lyndsay Goody Onyx Financial Advisors LLC | 3.78M | $100.37M | $169.15M | $68.79M | 68.53% |