| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Albert Moore First National Advisers LLC | 1,104 | $254,332.92 | $332,425.43 | $78,092.51 | 30.7% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 4,697 | $526,633.78 | $1.35M | $821,029.51 | 155.9% |
Samuel Pressley Ridgepath Capital Management LLC | 2,080 | $202,467 | $567,424 | $364,957 | 180.26% |
Anita Woodhouse V-Square Quantitative Management LLC | 38,575 | $3.03M | $10.41M | $7.38M | 243.2% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 386,710 | $29.37M | $105.07M | $75.69M | 257.72% |
Rachel Faulk Cape Investment Advisory Inc. | 1,628 | $289,330.62 | $451,704.88 | $162,374.26 | 56.12% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 2,089 | $905,226 | $629,018.77 | -$276,207.23 | -30.51% |
| AIA Acute Investment Advisory LLC Acute Investment Advisory LLC | 500 | $216,665 | $133,865 | -$82,800 | -38.22% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,683 | $122,177.98 | $457,759.17 | $335,581.19 | 274.67% |
Mariana Coli Dunhill Financial LLC | 2,619 | $544,564.51 | $726,667.74 | $182,103.23 | 33.44% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 3,383 | $275,231.07 | $920,852.6 | $645,621.53 | 234.57% |
Lukas Lindgren Abound Wealth Management | 780 | $66,106.92 | $217,301.76 | $151,194.84 | 228.71% |
Drew Phillips Fortitude Family Office LLC | 1,278 | $231,063.31 | $354,593.88 | $123,530.57 | 53.46% |
Sherri Cooke Dakota Community Bank & Trust NA | 99 | $32,522.49 | $27,465.57 | -$5,056.92 | -15.55% |
Matthew Zienty Cardinal Point Capital Management ULC | 518 | $224,645 | $155,974.97 | -$68,670.03 | -30.57% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 9,731 | $1.97M | $2.79M | $825,774.2 | 42% |
Alex Nunnamaker Schechter Investment Advisors LLC | 9,444 | $770,724.84 | $2.71M | $1.94M | 251.57% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,908 | $570,159.49 | $1.41M | $838,043.92 | 146.98% |
Bert D. Barre Colonial Trust Co. / SC | 1,628 | $138,742.46 | $445,933.62 | $307,191.16 | 221.41% |
Daniel Guy Ethos Financial Group LLC | 1,469 | $253,034.56 | $421,485.49 | $168,450.93 | 66.57% |