| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christoph Von Dem Bussche Financial Guidance Group Inc. | 1,260 | $322,245 | $434,416.49 | $112,171.49 | 34.81% |
Kevin Zemann WealthPlan Investment Management LLC | 2,546 | $799,521.31 | $885,116.87 | $85,595.56 | 10.71% |
David W. Chenet Presidio Capital Management LLC | 612 | $241,103.51 | $210,968.64 | -$30,134.87 | -12.5% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,366 | $434,275.86 | $470,901.18 | $36,625.32 | 8.43% |
Brad Saenz Coastwise Capital Group LLC | 1,345 | $294,246.44 | $465,154.8 | $170,908.36 | 58.08% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 2,200 | $499,004 | $757,284 | $258,280 | 51.76% |
Lori Fernicola Castle Wealth Management LLC | 1,672 | $344,950.32 | $578,244.48 | $233,294.16 | 67.63% |
| JG John Ginter Callan Family Office LLC | 1,452 | $478,375.52 | $500,577 | $22,201.48 | 4.64% |
Mark Mowrey Signature Resources Capital Management LLC | 50 | $16,002 | $16,941.5 | $939.5 | 5.87% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,799 | $404,577.93 | $612,712.41 | $208,134.48 | 51.44% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 259 | $62,303.49 | $87,935.68 | $25,632.19 | 41.14% |
Mariana Coli Dunhill Financial LLC | 313 | $113,240.65 | $108,814.45 | -$4,426.2 | -3.91% |
Lukas Lindgren Abound Wealth Management | 75 | $22,217.61 | $26,087.25 | $3,869.64 | 17.42% |
Drew Phillips Fortitude Family Office LLC | 3,995 | $1.28M | $1.39M | $108,386.29 | 8.46% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,664 | $763,975.34 | $905,267.16 | $141,291.82 | 18.49% |
Bert D. Barre Colonial Trust Co. / SC | 1,927 | $414,745.63 | $665,393.1 | $250,647.47 | 60.43% |
Daniel Guy Ethos Financial Group LLC | 1,287 | $344,313.16 | $436,389.52 | $92,076.36 | 26.74% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,838 | $468,104.04 | $638,980.68 | $170,876.64 | 36.5% |
Victoria Latham Fiduciary Alliance LLC | 2,892 | $791,657.64 | $980,604.9 | $188,947.26 | 23.87% |
| RDL Rodrigo De La Garza Summa Corp. | 1,585 | $490,058.41 | $546,167.22 | $56,108.81 | 11.45% |