| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hajime Yamamoto Resona Asset Management Co. Ltd. | 114,351 | $9.65M | $32.28M | $22.63M | 234.46% |
Rachel Faulk Cape Investment Advisory Inc. | 8 | $2,151 | $2,305.6 | $154.6 | 7.19% |
Mariana Coli Dunhill Financial LLC | 66 | $7,244.22 | $18,604.08 | $11,359.86 | 156.81% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 23 | $4,659 | $6,491.98 | $1,832.98 | 39.34% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 3,015 | $575,573.3 | $851,013.93 | $275,440.63 | 47.86% |
Lukas Lindgren Abound Wealth Management | 226 | $46,168.92 | $63,790.76 | $17,621.84 | 38.17% |
Drew Phillips Fortitude Family Office LLC | 190 | $28,669.42 | $53,629.4 | $24,959.98 | 87.06% |
Brian Dechow SWAN Capital LLC | 7 | $1,882 | $1,971.41 | $89.41 | 4.75% |
Bert D. Barre Colonial Trust Co. / SC | 346 | $32,194.19 | $98,163.66 | $65,969.47 | 204.91% |
Richard S. Levenson Western Financial Corp./CA | 6,028 | $790,220.8 | $1.7M | $911,242.54 | 115.31% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,192 | $320,481 | $335,702.96 | $15,221.96 | 4.75% |
Loni Adams Daymark Wealth Partners LLC | 5,053 | $429,029.38 | $1.43M | $997,230.45 | 232.44% |
Brian Matter Creative Capital Management Investments LLC | 11 | $2,957.46 | $3,104.86 | $147.4 | 4.98% |
Michael Snyder Beaumont Financial Advisors LLC | 1,301 | $246,371.22 | $367,220.27 | $120,849.05 | 49.05% |
| TA Thomas Anderman Whitford Management LLC | 4,285 | $992,810.85 | $1.24M | $246,325.41 | 24.81% |
Marc White Clarendon Private LLC | 2,851 | $584,580.79 | $804,723.29 | $220,142.5 | 37.66% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,489 | $313,103.7 | $419,719.32 | $106,615.62 | 34.05% |
Stephen Smith Kestra Investment Management LLC | 1,716 | $357,942.63 | $494,551.22 | $136,608.59 | 38.16% |
Sue Oleari Trifecta Capital Advisors LLC | 60 | $11,774 | $16,935.6 | $5,161.6 | 43.84% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,789 | $331,667.28 | $503,836.07 | $172,168.79 | 51.91% |