| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Cauley Carr Financial Group Corp. | 2,014 | $203,676 | $436,735.9 | $233,059.9 | 114.43% |
| TL Tradewinds LLC Tradewinds LLC | 8,485 | $1.25M | $1.84M | $589,962.24 | 47.2% |
| JG John Ginter Callan Family Office LLC | 4,528 | $638,188.51 | $983,164.64 | $344,976.13 | 54.06% |
Craig Middaugh Coleford Investment Management Ltd. | 200,339 | $24.26M | $43.44M | $19.18M | 79.06% |
Anu Prabhu Altrius Capital Management Inc. | 62,099 | $6.08M | $13.48M | $7.4M | 121.86% |
Junaid Subhan Sagard Holdings Management Inc. | 2,752 | $362,657 | $597,431.68 | $234,774.68 | 64.74% |
Mariana Coli Dunhill Financial LLC | 4 | $593 | $871 | $278 | 46.88% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 86 | $14,662 | $18,673.18 | $4,011.18 | 27.36% |
Matthew Zienty Cardinal Point Capital Management ULC | 196,519 | $23.6M | $42.29M | $18.69M | 79.19% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,167 | $441,128.61 | $907,364.25 | $466,235.64 | 105.69% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,627 | $422,729.05 | $789,779.25 | $367,050.2 | 86.83% |
Bert D. Barre Colonial Trust Co. / SC | 3,997 | $450,680.24 | $868,508.09 | $417,827.85 | 92.71% |
Loni Adams Daymark Wealth Partners LLC | 1,500 | $220,980 | $325,934.98 | $104,954.98 | 47.5% |
| HS Holly Skipper Verum Partners LLC | 16,328 | $1.98M | $3.55M | $1.57M | 79.54% |
Belena Vincetti Fortis Capital Advisors LLC | 1,511 | $223,757.22 | $328,325.17 | $104,567.95 | 46.73% |
| PDH Patrick D. Hayes Canopy Partners LLC | 2,921 | $303,567.47 | $634,704.06 | $331,136.59 | 109.08% |
| SS Sheryl Stephens Stephens Consulting LLC | 26 | $4,433 | $5,649.54 | $1,216.54 | 27.44% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 3,800 | $614,764 | $825,701.96 | $210,937.96 | 34.31% |
Amy Hart Phillips Wealth Planners LLC | 2,367 | $234,303.31 | $514,325.41 | $280,022.1 | 119.51% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 12 | $1,941 | $2,611.68 | $670.68 | 34.55% |