| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 4,775 | $866,310.46 | $1.14M | $270,330.51 | 31.2% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,565 | $1.04M | $1.56M | $526,129.55 | 50.76% |
Jill Grimes Centurion Wealth Management LLC | 1,874 | $233,343.97 | $446,086.95 | $212,742.98 | 91.17% |
Brian Dechow SWAN Capital LLC | 35 | $6,991 | $8,857.8 | $1,866.8 | 26.7% |
Bert D. Barre Colonial Trust Co. / SC | 1,920 | $140,870.4 | $484,569.6 | $343,699.2 | 243.98% |
Daniel Guy Ethos Financial Group LLC | 26,094 | $3.66M | $6.21M | $2.55M | 69.49% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,350 | $360,389.04 | $797,433.98 | $437,044.94 | 121.27% |
Victoria Latham Fiduciary Alliance LLC | 1,652 | $416,787 | $393,242.07 | -$23,544.93 | -5.65% |
Loni Adams Daymark Wealth Partners LLC | 3,438 | $519,112.68 | $818,381.5 | $299,268.82 | 57.65% |
Jessica Thayer Unique Wealth LLC | 7,741 | $1.27M | $1.84M | $576,373.37 | 45.52% |
Erik Brenner Hilltop Partners LLC | 3,694 | $280,610.19 | $879,319.73 | $598,709.54 | 213.36% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 1,732 | $190,125.09 | $412,285.27 | $222,160.18 | 116.85% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,367 | $232,314.72 | $325,400.67 | $93,085.95 | 40.07% |
Holly Skipper Verum Partners LLC | 1,352 | $235,235.78 | $321,830.07 | $86,594.29 | 36.81% |
Jeffrey D. Munjack JDM Financial Group LLC | 151 | $11,247.99 | $38,473.29 | $27,225.3 | 242.05% |
| BP Brett Pohl Kingdom Financial Group LLC | 160 | $31,943 | $40,643.2 | $8,700.2 | 27.24% |
Joseph Gentili Riverview Capital Advisers LLC | 9,834 | $1.13M | $2.49M | $1.36M | 120.41% |
Amy Ardeel Icon Wealth Advisors LLC | 15,600 | $2.28M | $3.71M | $1.44M | 62.99% |
| TT Thaddeus Toal RCS Financial Planning LLC | 1,274 | $190,054.54 | $303,262.95 | $113,208.41 | 59.57% |
Joseph A. Feste KM Capital Management Ltd. | 5,206 | $1.31M | $1.33M | $17,024 | 1.3% |