| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 465,926 | $14.5M | $20.58M | $6.08M | 41.92% |
Alex Nunnamaker Schechter Investment Advisors LLC | 24,166 | $424,481.65 | $1.06M | $640,030.65 | 150.78% |
Bert D. Barre Colonial Trust Co. / SC | 2,053 | $63,633.27 | $89,664.77 | $26,031.5 | 40.91% |
Victoria Latham Fiduciary Alliance LLC | 8,553 | $306,077.91 | $375,647.76 | $69,569.85 | 22.73% |
Loni Adams Daymark Wealth Partners LLC | 33,391 | $890,614.89 | $1.48M | $584,766.44 | 65.66% |
Sheryl Stephens Stephens Consulting LLC | 68 | $1,298 | $2,985.88 | $1,687.88 | 130.04% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 13,110 | $460,737.97 | $575,791.2 | $115,053.23 | 24.97% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4,498 | $182,007.66 | $197,282.28 | $15,274.62 | 8.39% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 268 | $10,857 | $11,797.36 | $940.36 | 8.66% |
Darren Tapley New England Capital Financial Advisors LLC | 6,752 | $144,645.18 | $296,833.45 | $152,188.27 | 105.21% |
Ira Ravitz Beverly Hills Private Wealth LLC | 6,610 | $128,314.96 | $292,261.15 | $163,946.19 | 127.77% |
Vickie Chrisman LMG Wealth Partners LLC | 67,405 | $1.81M | $2.99M | $1.18M | 65.39% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 980 | $33,751 | $43,355.2 | $9,604.2 | 28.46% |
Jeffrey Steele Silverlake Wealth Management LLC | 8,398 | $279,057.3 | $369,973.89 | $90,916.59 | 32.58% |
Kevin Kroskey True Wealth Design LLC | 429 | $15,564.38 | $18,815.94 | $3,251.56 | 20.89% |
Beth Zilka Baron Wealth Management LLC | 12,432 | $262,258.93 | $548,810.64 | $286,551.71 | 109.26% |
Dana Isaacs ClearAlpha Technologies LP | 7,291 | $253,141.34 | $318,215.69 | $65,074.35 | 25.71% |
| JC Jared Calvert Buck Wealth Strategies LLC | 59 | $2,374 | $2,574.76 | $200.76 | 8.46% |
| DD Damir Durkovic Entropy Technologies, LP | 39,650 | $1.61M | $1.73M | $120,139 | 7.48% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 201 | $8,143 | $8,799.78 | $656.78 | 8.07% |