| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Jones Cypress Financial Planning LLC | 61,000 | $3.45M | $4.73M | $1.28M | 37.25% |
CJ Harrison DecisionPoint Financial LLC | 35 | $2,527.5 | $2,798.6 | $271.1 | 10.73% |
| JG John Ginter Callan Family Office LLC | 111,780 | $6.32M | $8.68M | $2.35M | 37.24% |
| JB Jodi Burnett Invictus Private Wealth LLC | 3,625 | $300,295 | $281,336.25 | -$18,958.75 | -6.31% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 3,730 | $231,953.38 | $289,485.3 | $57,531.92 | 24.8% |
Janelle Anderson Grand Wealth Management LLC | 65,048 | $3.87M | $5.05M | $1.18M | 30.51% |
Brook Hart Presilium Private Wealth LLC | 3,304 | $182,293.78 | $256,423.44 | $74,129.66 | 40.66% |
Rodrigo Diaz Plan Group Financial LLC | 4,898 | $341,636 | $380,133.78 | $38,497.78 | 11.27% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 5,633 | $417,366.96 | $450,696.34 | $33,329.38 | 7.99% |
Amna Ali Khan GDS Wealth Management | 4,783 | $212,203.37 | $371,208.63 | $159,005.26 | 74.93% |
Mark Mowrey Signature Resources Capital Management LLC | 1,749 | $97,196.71 | $135,739.89 | $38,543.18 | 39.65% |
Albert Moore First National Advisers LLC | 3,760 | $225,712.8 | $291,813.6 | $66,100.8 | 29.29% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 6,054 | $324,566.23 | $469,850.94 | $145,284.71 | 44.76% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 14,331 | $860,285.36 | $1.11M | $251,943.55 | 29.29% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 26,070 | $1.75M | $2.02M | $274,569.9 | 15.7% |
David Hunter Horizons Wealth Management | 4,207 | $231,714.44 | $326,505.27 | $94,790.83 | 40.91% |
Rachel Faulk Cape Investment Advisory Inc. | 7,633 | $490,342.46 | $610,334.68 | $119,992.22 | 24.47% |
| FIL FWG Investments LLC FWG Investments LLC | 56,294 | $3.06M | $4.37M | $1.31M | 42.96% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 834 | $56,061.48 | $64,726.74 | $8,665.26 | 15.46% |
Masakazu Kita Japan Science & Technology Agency | 6.27M | $449.86M | $486.69M | $36.83M | 8.19% |