| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC Dominic Corabi Wedmont Private Capital | 16,928 | $878,224.64 | $937,303.36 | $59,078.72 | 6.73% |
Candace Cavalier Congress Wealth Management LLC / DE / | 5,368 | $213,948.68 | $297,226.16 | $83,277.48 | 38.92% |
Barry Oliver Capital Performance Advisors LLP | 10,516 | $454,606.68 | $582,270.92 | $127,664.24 | 28.08% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 24,329 | $1.09M | $1.35M | $254,198.62 | 23.26% |
Ana-Maria Ignat Covestor Ltd | 56 | $2,278.12 | $3,100.72 | $822.6 | 36.11% |
| WTM W. Travis McKinney HB Wealth Management LLC | 13,408 | $752,352.2 | $742,400.96 | -$9,951.24 | -1.32% |
| LF Lukas Feh LGT Group Foundation | 6,532 | $345,934.72 | $361,676.84 | $15,742.12 | 4.55% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 27,752 | $1.47M | $1.54M | $66,882.32 | 4.55% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 19,100 | $814,424 | $1.06M | $243,143 | 29.85% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 5,000 | $200,150 | $276,850 | $76,700 | 38.32% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,713 | $237,080.87 | $260,958.81 | $23,877.94 | 10.07% |
Jeffrey Gilbert Balboa Wealth Partners | 9,668 | $389,802.08 | $535,317.16 | $145,515.08 | 37.33% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,203 | $47,623.86 | $66,610.11 | $18,986.25 | 39.87% |
| RD Rodrigo Diaz Plan Group Financial LLC | 3,949 | $192,883 | $218,656.13 | $25,773.13 | 13.36% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 8,583 | $458,906.84 | $475,240.71 | $16,333.87 | 3.56% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 6,638 | $376,166.23 | $367,546.06 | -$8,620.17 | -2.29% |
Lukas Lindgren Abound Wealth Management | 20 | $1,064 | $1,107.4 | $43.4 | 4.08% |
Brian Dechow SWAN Capital LLC | 20 | $1,207.67 | $1,107.4 | -$100.27 | -8.3% |
Bert D. Barre Colonial Trust Co. / SC | 2,415 | $101,312.45 | $133,718.55 | $32,406.1 | 31.99% |
Belena Vincetti Fortis Capital Advisors LLC | 15,095 | $634,309.2 | $835,810.15 | $201,500.95 | 31.77% |