| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kimberly Byrne Bill Few Associates Inc. | 7,495 | $832,072.95 | $1.17M | $342,843.18 | 41.2% |
Taro Kuriyama Axq Capita LLP | 5,271 | $801,350 | $823,382.91 | $22,032.91 | 2.75% |
David T. Morgan High Net Worth Advisory Group LLC | 14,009 | $1.45M | $2.2M | $754,502.95 | 52.13% |
Edward Lowndes Angeles Wealth Management LLC | 1,434 | $244,002.42 | $224,094.76 | -$19,907.66 | -8.16% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 81 | $13,980.6 | $12,683.79 | -$1,296.81 | -9.28% |
CJ Harrison DecisionPoint Financial LLC | 7 | $1,066.08 | $1,101.59 | $35.51 | 3.33% |
| JG John Ginter Callan Family Office LLC | 3,573 | $558,906.3 | $560,317.86 | $1,411.56 | 0.25% |
Rodrigo Diaz Plan Group Financial LLC | 2,082 | $305,506.68 | $327,103.02 | $21,596.34 | 7.07% |
Vincent Storm PhiloSmith Capital Corp. | 131,950 | $12.18M | $20.63M | $8.45M | 69.39% |
Anita Woodhouse V-Square Quantitative Management LLC | 5,337 | $822,412.53 | $839,883.69 | $17,471.16 | 2.12% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 51,940 | $6.79M | $8.13M | $1.34M | 19.68% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 60 | $9,031.2 | $9,387.6 | $356.4 | 3.95% |
Lansing A. Davis Davis Asset Management LP | 270,000 | $26.68M | $42.38M | $15.7M | 58.84% |
Mariana Coli Dunhill Financial LLC | 14 | $2,191.38 | $2,203.18 | $11.8 | 0.54% |
Drew Phillips Fortitude Family Office LLC | 193 | $25,166.2 | $30,372.41 | $5,206.21 | 20.69% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 8,429 | $1.09M | $1.32M | $226,871.99 | 20.73% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,606 | $167,911.32 | $250,973.63 | $83,062.31 | 49.47% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,348 | $247,709.75 | $366,393.66 | $118,683.91 | 47.91% |
Bert D. Barre Colonial Trust Co. / SC | 939 | $132,715.5 | $147,160.08 | $14,444.58 | 10.88% |
Brian Matter Creative Capital Management Investments LLC | 101 | $14,343.38 | $15,894.37 | $1,550.99 | 10.81% |