| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TG Timothy Gerlach Novem Group | 1,048 | $216,690 | $265,426.96 | $48,736.96 | 22.49% |
Daniel Ronan Catalyst Financial Partners LLC | 1,039 | $209,510.76 | $261,838.39 | $52,327.63 | 24.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,980 | $1.51M | $2.52M | $1.01M | 66.95% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,492 | $277,100.83 | $375,998.92 | $98,898.09 | 35.69% |
Craig Johnsen Fortitude Advisory Group LLC | 1,464 | $224,396.33 | $368,942.64 | $144,546.31 | 64.42% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,011 | $291,703.04 | $506,792.11 | $215,089.07 | 73.74% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,418 | $190,387.39 | $359,413.37 | $169,025.98 | 88.78% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 46 | $9,090.52 | $11,464.12 | $2,373.6 | 26.11% |
CJ Harrison DecisionPoint Financial LLC | 4 | $790 | $1,009.8 | $219.8 | 27.82% |
| JG John Ginter Callan Family Office LLC | 2,029 | $397,636.31 | $513,337 | $115,700.69 | 29.1% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,891 | $381,428.06 | $478,423 | $96,994.94 | 25.43% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 46,353 | $6.92M | $11.72M | $4.8M | 69.41% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 44 | $6,975.81 | $11,129.36 | $4,153.55 | 59.54% |
Lansing A. Davis Davis Asset Management LP | 410,000 | $57.95M | $103.5M | $45.55M | 78.6% |
Mariana Coli Dunhill Financial LLC | 17 | $3,054.36 | $4,299.98 | $1,245.62 | 40.78% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,829 | $392,588.05 | $715,737 | $323,148.95 | 82.31% |
Lukas Lindgren Abound Wealth Management | 42 | $7,853.17 | $10,383.66 | $2,530.49 | 32.22% |
| DP Drew Phillips Fortitude Family Office LLC | 90 | $15,061.95 | $22,802.4 | $7,740.45 | 51.39% |
Bert D. Barre Colonial Trust Co. / SC | 24 | $4,554.1 | $6,080.64 | $1,526.54 | 33.52% |
| VL Victoria Latham Fiduciary Alliance LLC | 15,295 | $2.39M | $3.87M | $1.48M | 62.15% |