| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 19,016 | $557,276.25 | $812,173.36 | $254,897.11 | 45.74% |
Allison Brooke Blake WorthPointe LLC | 256,848 | $9.68M | $10.96M | $1.29M | 13.28% |
Scott Williams Investmark Advisory Group LLC | 74,430 | $1.94M | $3.18M | $1.24M | 64.24% |
Amanda Hawley Atria Wealth Solutions Inc. | 29,596 | $801,422.84 | $1.26M | $462,622.32 | 57.73% |
Lincoln Bach Delap Wealth Advisory LLC | 8,237 | $275,638.74 | $351,102.12 | $75,463.38 | 27.38% |
Edward Lowndes Angeles Wealth Management LLC | 11,478 | $372,824.4 | $487,068.93 | $114,244.53 | 30.64% |
CJ Harrison DecisionPoint Financial LLC | 430 | $16,353 | $18,365.3 | $2,012.3 | 12.31% |
Mark Mowrey Signature Resources Capital Management LLC | 412 | $14,304.52 | $17,448.2 | $3,143.68 | 21.98% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 70,140 | $2.46M | $2.97M | $507,546.01 | 20.63% |
Rebecca Sierp WPWealth LLP | 695,197 | $25.28M | $29.71M | $4.43M | 17.52% |
Lukas Lindgren Abound Wealth Management | 45 | $1,716 | $1,922.62 | $206.62 | 12.04% |
Bert D. Barre Colonial Trust Co. / SC | 4,208 | $175,599.84 | $179,660.56 | $4,060.72 | 2.31% |
Christopher D. Rich EnRich Financial Partners LLC | 15,138 | $433,712.24 | $645,408.63 | $211,696.39 | 48.81% |
Kellie Borror Daner Wealth Management LLC | 72,240 | $2.65M | $3.08M | $436,539.86 | 16.5% |
Belena Vincetti Fortis Capital Advisors LLC | 9,700 | $368,890.81 | $412,347 | $43,456.19 | 11.78% |
| JS Jeffrey Starkey Kooman & Associates | 162,967 | $5.72M | $6.95M | $1.23M | 21.52% |
| BG Becki Goebel TCP Asset Management LLC | 411,800 | $11.56M | $17.56M | $6M | 51.92% |
Nelson J. Lam LAM GROUP Inc. | 35 | $1,286.25 | $1,496.6 | $210.35 | 16.35% |
Stephen Smith Kestra Investment Management LLC | 128,485 | $4.75M | $5.44M | $692,533 | 14.57% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 5,700 | $202,692 | $243,304.5 | $40,612.5 | 20.04% |