| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 41,112 | $1.86M | $2.03M | $165,943.58 | 8.91% |
CJ Harrison DecisionPoint Financial LLC | 36 | $1,434.5 | $1,772.64 | $338.14 | 23.57% |
| JG John Ginter Callan Family Office LLC | 45,243 | $1.71M | $2.24M | $528,697.1 | 30.95% |
Anu Prabhu Altrius Capital Management Inc. | 143,410 | $4.76M | $7.08M | $2.32M | 48.77% |
Albert Moore First National Advisers LLC | 7,016 | $348,959.12 | $350,168.56 | $1,209.44 | 0.35% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 5,781 | $238,870.92 | $290,755.39 | $51,884.47 | 21.72% |
Anita Woodhouse V-Square Quantitative Management LLC | 10,768 | $450,219.44 | $530,216.32 | $79,996.88 | 17.77% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 309,012 | $14.09M | $15.65M | $1.56M | 11.11% |
Rachel Faulk Cape Investment Advisory Inc. | 2,453 | $111,344.1 | $120,785.72 | $9,441.62 | 8.48% |
Mariana Coli Dunhill Financial LLC | 31 | $1,203.66 | $1,526.44 | $322.78 | 26.82% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,188 | $44,741.98 | $60,118.74 | $15,376.76 | 34.37% |
Lukas Lindgren Abound Wealth Management | 32 | $1,484.67 | $1,568.32 | $83.65 | 5.63% |
Drew Phillips Fortitude Family Office LLC | 1,656 | $69,686.58 | $81,541.44 | $11,854.86 | 17.01% |
Brian Dechow SWAN Capital LLC | 280 | $11,508.32 | $14,190.4 | $2,682.08 | 23.31% |
Bert D. Barre Colonial Trust Co. / SC | 1,331 | $54,885.25 | $65,897.81 | $11,012.56 | 20.06% |
Loni Adams Daymark Wealth Partners LLC | 24,970 | $1.02M | $1.26M | $242,793.11 | 23.76% |
Brian Matter Creative Capital Management Investments LLC | 168 | $6,941.76 | $8,272.32 | $1,330.56 | 19.17% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 6,584 | $315,520.65 | $328,014.88 | $12,494.23 | 3.96% |
| QS Quentin Stoker Gallacher Capital Management LLC | 14,424 | $725,808.32 | $720,118.2 | -$5,690.12 | -0.78% |
Sheryl Stephens Stephens Consulting LLC | 3,000 | $112,166.46 | $151,590 | $39,423.54 | 35.15% |