| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 1,845 | $422,143.03 | $537,264.02 | $115,120.99 | 27.27% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,794 | $534,952.78 | $813,612.83 | $278,660.05 | 52.09% |
Alex Nunnamaker Schechter Investment Advisors LLC | 8,270 | $1.81M | $2.41M | $602,907.26 | 33.4% |
Bert D. Barre Colonial Trust Co. / SC | 1,906 | $338,319.08 | $555,027.22 | $216,708.14 | 64.05% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 3,349 | $750,272.38 | $975,228.83 | $224,956.45 | 29.98% |
Daniel Guy Ethos Financial Group LLC | 7,320 | $1.62M | $2.13M | $512,209.28 | 31.63% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,003 | $442,411.11 | $583,273.62 | $140,862.51 | 31.84% |
Victoria Latham Fiduciary Alliance LLC | 5,175 | $1.09M | $1.51M | $415,517.94 | 38.07% |
Gary Dempsey Leslie Global Wealth LLC | 10,872 | $2.39M | $3.17M | $777,310.41 | 32.54% |
Kellie Borror Daner Wealth Management LLC | 1,362 | $311,258.29 | $396,614.41 | $85,356.12 | 27.42% |
Loni Adams Daymark Wealth Partners LLC | 37,547 | $7.56M | $10.93M | $3.37M | 44.56% |
Jessica Thayer Unique Wealth LLC | 30,580 | $6.37M | $8.9M | $2.53M | 39.72% |
Stephen Cheifetz Kades & Cheifetz LLC | 1,584 | $280,642.97 | $461,260.82 | $180,617.85 | 64.36% |
Brian Matter Creative Capital Management Investments LLC | 906 | $202,095.24 | $263,827.21 | $61,731.97 | 30.55% |
Michael Snyder Beaumont Financial Advisors LLC | 1,062 | $218,740.39 | $309,254.41 | $90,514.02 | 41.38% |
Jade Franke Retirement Investment Advisors Inc. | 2,177 | $437,104.99 | $633,942.42 | $196,837.43 | 45.03% |
Holly Skipper Verum Partners LLC | 4,073 | $736,712.78 | $1.19M | $449,344.86 | 60.99% |
Belena Vincetti Fortis Capital Advisors LLC | 6,107 | $1.72M | $1.78M | $62,236.84 | 3.63% |
Jeffrey D. Munjack JDM Financial Group LLC | 3,103 | $541,630.38 | $903,593.63 | $361,963.25 | 66.83% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,099 | $270,775.11 | $320,028.81 | $49,253.7 | 18.19% |