| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 5,225 | $932,058.16 | $1.18M | $248,426.04 | 26.65% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,099 | $924,983.22 | $1.15M | $227,033.8 | 24.54% |
Jill Grimes Centurion Wealth Management LLC | 12,251 | $2.23M | $2.78M | $556,295.46 | 24.99% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,804 | $205,583.84 | $407,577.7 | $201,993.86 | 98.25% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,203 | $402,752.46 | $497,723.77 | $94,971.31 | 23.58% |
Bert D. Barre Colonial Trust Co. / SC | 570 | $68,083.2 | $129,418.5 | $61,335.3 | 90.09% |
Daniel Guy Ethos Financial Group LLC | 17,787 | $2.92M | $4.02M | $1.1M | 37.47% |
Victoria Latham Fiduciary Alliance LLC | 3,610 | $573,560.15 | $815,607.26 | $242,047.11 | 42.2% |
Gary Dempsey Leslie Global Wealth LLC | 28,176 | $4.93M | $6.38M | $1.46M | 29.55% |
| RDL Rodrigo De La Garza Summa Corp. | 28,300 | $5.43M | $6.41M | $984,274 | 18.13% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 6,494 | $741,690.58 | $1.47M | $725,498.78 | 97.82% |
Michael Snyder Beaumont Financial Advisors LLC | 2,862 | $413,825.96 | $646,611.63 | $232,785.67 | 56.25% |
Holly Skipper Verum Partners LLC | 1,305 | $225,433.02 | $296,352.44 | $70,919.42 | 31.46% |
Jeffrey D. Munjack JDM Financial Group LLC | 2,234 | $398,230.88 | $504,727.6 | $106,496.72 | 26.74% |
Marc White Clarendon Private LLC | 17,651 | $3.29M | $3.99M | $700,691.15 | 21.32% |
Dennis Wallace Fortune Financial Advisors LLC | 2,343 | $316,305.3 | $532,071.86 | $215,766.56 | 68.21% |
| BP Brett Pohl Kingdom Financial Group LLC | 255 | $50,659.1 | $57,831.45 | $7,172.35 | 14.16% |
Stephen Smith Kestra Investment Management LLC | 593,900 | $107.15M | $134.18M | $27.03M | 25.22% |
Scott Register Register Financial Advisors LLC | 14 | $2,781 | $3,163.02 | $382.02 | 13.74% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 35,280 | $5.03M | $7.97M | $2.94M | 58.36% |