| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amna Ali Khan GDS Wealth Management | 1,166 | $451,482.93 | $634,199.06 | $182,716.13 | 40.47% |
Mark Mowrey Signature Resources Capital Management LLC | 1,009 | $506,076.76 | $557,058.81 | $50,982.05 | 10.07% |
Albert Moore First National Advisers LLC | 1,334 | $676,867.24 | $724,708.84 | $47,841.6 | 7.07% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 17,114 | $8.45M | $9.34M | $885,543.69 | 10.48% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 822 | $386,918.9 | $448,154.4 | $61,235.5 | 15.83% |
| TC Trent Curry bLong Financial LLC | 505 | $245,398.98 | $268,331.75 | $22,932.77 | 9.35% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,385 | $674,499.65 | $737,706.41 | $63,206.76 | 9.37% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 66,275 | $30.3M | $36.41M | $6.11M | 20.17% |
Rachel Faulk Cape Investment Advisory Inc. | 112 | $56,816.36 | $59,655.68 | $2,839.32 | 5% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 277 | $123,642.22 | $152,316.76 | $28,674.54 | 23.19% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 903 | $348,888.45 | $491,114.61 | $142,226.16 | 40.77% |
Mariana Coli Dunhill Financial LLC | 637 | $320,362.95 | $339,291.68 | $18,928.73 | 5.91% |
Rebecca Sierp WPWealth LLP | 882 | $460,000.58 | $469,140.21 | $9,139.63 | 1.99% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 308 | $148,730.22 | $169,092 | $20,361.78 | 13.69% |
Lukas Lindgren Abound Wealth Management | 81 | $45,670.33 | $43,159.23 | -$2,511.1 | -5.5% |
Drew Phillips Fortitude Family Office LLC | 261 | $127,975.36 | $139,019.04 | $11,043.68 | 8.63% |
Sherri Cooke Dakota Community Bank & Trust NA | 623 | $250,934.68 | $331,376.81 | $80,442.13 | 32.06% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 1,233 | $615,583 | $655,154.55 | $39,571.55 | 6.43% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,827 | $3.32M | $3.77M | $446,102.69 | 13.42% |
Jill Grimes Centurion Wealth Management LLC | 722 | $361,700.86 | $393,316.72 | $31,615.86 | 8.74% |