| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Albert Moore First National Advisers LLC | 10,171 | $795,677.33 | $946,004.73 | $150,327.4 | 18.89% |
Junaid Subhan Sagard Holdings Management Inc. | 127 | $11,071 | $12,141.83 | $1,070.83 | 9.67% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 5,153 | $454,923.32 | $485,567.19 | $30,643.87 | 6.74% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,901 | $703,691.32 | $754,150.45 | $50,459.13 | 7.17% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 304,895 | $26.58M | $29.15M | $2.57M | 9.68% |
Rachel Faulk Cape Investment Advisory Inc. | 4,869 | $403,911.34 | $464,746.05 | $60,834.71 | 15.06% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 59,948 | $5.15M | $5.74M | $588,026.18 | 11.41% |
Mariana Coli Dunhill Financial LLC | 556 | $46,689.94 | $53,070.2 | $6,380.26 | 13.67% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 291 | $27,866.94 | $27,821.05 | -$45.89 | -0.16% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 10,127 | $836,864.81 | $941,912.29 | $105,047.48 | 12.55% |
Lukas Lindgren Abound Wealth Management | 165 | $15,810.88 | $15,794.62 | -$16.26 | -0.1% |
Drew Phillips Fortitude Family Office LLC | 490 | $44,392.21 | $46,770.5 | $2,378.29 | 5.36% |
Sherri Cooke Dakota Community Bank & Trust NA | 3,451 | $284,206.01 | $330,536.78 | $46,330.77 | 16.3% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,341 | $575,805.16 | $691,742.43 | $115,937.27 | 20.13% |
Jill Grimes Centurion Wealth Management LLC | 3,193 | $262,972.41 | $296,980.94 | $34,008.53 | 12.93% |
Alex Nunnamaker Schechter Investment Advisors LLC | 11,024 | $925,815.56 | $1.04M | $112,975.96 | 12.2% |
Brian Dechow SWAN Capital LLC | 29 | $2,762.06 | $2,732.67 | -$29.39 | -1.06% |
Bert D. Barre Colonial Trust Co. / SC | 5,897 | $473,085.44 | $564,519.81 | $91,434.37 | 19.33% |
Victoria Latham Fiduciary Alliance LLC | 27,510 | $2.35M | $2.59M | $246,912.45 | 10.53% |
Nolan Hoffmeyer Thematics Asset Management | 184,899 | $14.92M | $17.43M | $2.5M | 16.78% |