| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CJ Harrison DecisionPoint Financial LLC | 26 | $1,174.23 | $1,309.88 | $135.65 | 11.55% |
| JG John Ginter Callan Family Office LLC | 30,395 | $1.26M | $1.53M | $277,100.05 | 22.04% |
Amna Ali Khan GDS Wealth Management | 14,780 | $497,087.06 | $748,163.6 | $251,076.54 | 50.51% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 426,187 | $10.73M | $21.64M | $10.9M | 101.57% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 6,353 | $271,196.75 | $322,319.45 | $51,122.7 | 18.85% |
Anita Woodhouse V-Square Quantitative Management LLC | 14,879 | $612,382.73 | $749,604.02 | $137,221.29 | 22.41% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 441,839 | $17.14M | $22.45M | $5.31M | 30.99% |
Rachel Faulk Cape Investment Advisory Inc. | 22 | $1,079.18 | $1,108.36 | $29.18 | 2.7% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 546 | $14,085.84 | $27,739.53 | $13,653.69 | 96.93% |
Mariana Coli Dunhill Financial LLC | 293 | $11,338.33 | $14,761.34 | $3,423.01 | 30.19% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,714 | $108,913 | $137,911.91 | $28,998.91 | 26.63% |
Lukas Lindgren Abound Wealth Management | 362 | $10,959.67 | $18,230.32 | $7,270.65 | 66.34% |
Drew Phillips Fortitude Family Office LLC | 1,897 | $76,174.1 | $95,570.86 | $19,396.76 | 25.46% |
Alex Nunnamaker Schechter Investment Advisors LLC | 14,392 | $421,940.8 | $729,238.32 | $307,297.52 | 72.83% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 9,012 | $293,711.5 | $456,232.5 | $162,521 | 55.33% |
Bert D. Barre Colonial Trust Co. / SC | 3,575 | $127,919.75 | $180,197.87 | $52,278.12 | 40.87% |
Victoria Latham Fiduciary Alliance LLC | 15,982 | $730,982.33 | $808,209.74 | $77,227.41 | 10.56% |
Brian Matter Creative Capital Management Investments LLC | 80 | $3,842.4 | $4,030.4 | $188 | 4.89% |
Michael Snyder Beaumont Financial Advisors LLC | 18,977 | $762,071.06 | $961,374.82 | $199,303.76 | 26.15% |
Cornell P. Abod Beacon Investment Advisors LLC | 35,203 | $950,276.3 | $1.79M | $840,500.31 | 88.45% |