| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GPB Greg P. Benner Vertex Planning Partners LLC | 74,258 | $5.82M | $5.84M | $14,993.9 | 0.26% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 26,070 | $1.75M | $2.05M | $301,422 | 17.24% |
David Hunter Horizons Wealth Management | 3,826 | $213,525.98 | $300,876.64 | $87,350.66 | 40.91% |
Rachel Faulk Cape Investment Advisory Inc. | 6,519 | $425,624.37 | $509,068.71 | $83,444.34 | 19.61% |
| FIL FWG Investments LLC FWG Investments LLC | 56,294 | $3.06M | $4.39M | $1.34M | 43.79% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 834 | $56,061.48 | $64,947.75 | $8,886.27 | 15.85% |
Masakazu Kita Japan Science & Technology Agency | 6.27M | $449.86M | $481.48M | $31.62M | 7.03% |
Peter Joers Avos Capital Management LLC | 12,024 | $773,787.52 | $928,373.04 | $154,585.52 | 19.98% |
Mariana Coli Dunhill Financial LLC | 6,705 | $409,508.95 | $523,593.45 | $114,084.5 | 27.86% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 77,652 | $3.94M | $6.23M | $2.29M | 58.2% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 341 | $22,920 | $26,519.57 | $3,599.57 | 15.7% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 8,742 | $521,268.27 | $701,283.24 | $180,014.97 | 34.53% |
Lukas Lindgren Abound Wealth Management | 340,858 | $17.98M | $26.6M | $8.62M | 47.92% |
Drew Phillips Fortitude Family Office LLC | 242,495 | $16.37M | $18.94M | $2.57M | 15.67% |
Matthew Zienty Cardinal Point Capital Management ULC | 2,653 | $185,028.87 | $212,823.66 | $27,794.79 | 15.02% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 26,276 | $1.55M | $2.07M | $519,415.01 | 33.58% |
Scott Crane Crane Advisory LLC | 105,234 | $5.8M | $8.18M | $2.38M | 40.96% |
Jill Grimes Centurion Wealth Management LLC | 54,628 | $3.43M | $4.38M | $948,547.98 | 27.62% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 13,557 | $924,690.1 | $1.05M | $129,705.57 | 14.03% |
| RR Roberto Roman MGO Private Wealth LLC | 5,534 | $258,437.8 | $429,189.37 | $170,751.57 | 66.07% |