| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edward Lowndes Angeles Wealth Management LLC | 780 | $221,520 | $289,122.61 | $67,602.61 | 30.52% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 2,181 | $623,460.66 | $850,742.69 | $227,282.03 | 36.45% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 1,260 | $322,245 | $467,044.21 | $144,799.21 | 44.93% |
Kevin Zemann WealthPlan Investment Management LLC | 2,546 | $799,521.31 | $943,725.85 | $144,204.54 | 18.04% |
David W. Chenet Presidio Capital Management LLC | 612 | $241,103.51 | $226,850.05 | -$14,253.46 | -5.91% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,368 | $427,603.86 | $507,076.57 | $79,472.71 | 18.59% |
Brad Saenz Coastwise Capital Group LLC | 1,345 | $294,246.44 | $498,551.16 | $204,304.72 | 69.43% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 2,200 | $499,004 | $815,474.02 | $316,470.02 | 63.42% |
Lori Fernicola Castle Wealth Management LLC | 1,672 | $344,950.32 | $619,760.26 | $274,809.94 | 79.67% |
| JG John Ginter Callan Family Office LLC | 1,452 | $478,375.52 | $563,405.04 | $85,029.52 | 17.77% |
Mark Mowrey Signature Resources Capital Management LLC | 50 | $16,002 | $18,533.5 | $2,531.5 | 15.82% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,799 | $404,577.93 | $666,835.35 | $262,257.42 | 64.82% |
Rachel Faulk Cape Investment Advisory Inc. | 53 | $20,880 | $20,496.69 | -$383.31 | -1.84% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 259 | $62,303.49 | $101,616.06 | $39,312.57 | 63.1% |
Mariana Coli Dunhill Financial LLC | 313 | $113,240.65 | $122,091.91 | $8,851.26 | 7.82% |
Lukas Lindgren Abound Wealth Management | 75 | $22,217.61 | $27,800.25 | $5,582.64 | 25.13% |
Drew Phillips Fortitude Family Office LLC | 3,995 | $1.28M | $1.48M | $200,351.23 | 15.65% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,664 | $763,975.34 | $987,464.91 | $223,489.57 | 29.25% |
Bert D. Barre Colonial Trust Co. / SC | 1,927 | $414,745.63 | $747,714.54 | $332,968.91 | 80.28% |
Daniel Guy Ethos Financial Group LLC | 1,287 | $344,313.16 | $477,052.3 | $132,739.14 | 38.55% |