| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 192,782 | $23.19M | $40.39M | $17.2M | 74.21% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,167 | $441,128.61 | $873,028.13 | $431,899.52 | 97.91% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,647 | $426,868.45 | $764,082.93 | $337,214.48 | 79% |
Bert D. Barre Colonial Trust Co. / SC | 4,000 | $451,301.15 | $843,159.96 | $391,858.81 | 86.83% |
Loni Adams Daymark Wealth Partners LLC | 1,500 | $220,980 | $314,264.98 | $93,284.98 | 42.21% |
Holly Skipper Verum Partners LLC | 16,329 | $1.98M | $3.42M | $1.44M | 73.1% |
Belena Vincetti Fortis Capital Advisors LLC | 1,878 | $299,716.26 | $393,459.76 | $93,743.5 | 31.28% |
Patrick D. Hayes Canopy Partners LLC | 2,885 | $299,926.79 | $604,436.32 | $304,509.53 | 101.53% |
Sheryl Stephens Stephens Consulting LLC | 26 | $4,433 | $5,447.26 | $1,014.26 | 22.88% |
Dennis Wallace Fortune Financial Advisors LLC | 3,800 | $614,764 | $796,137.96 | $181,373.96 | 29.5% |
Amy Hart Phillips Wealth Planners LLC | 2,382 | $237,439.36 | $502,840.22 | $265,400.86 | 111.78% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,096 | $433,266.36 | $437,099.82 | $3,833.46 | 0.88% |
Jonathan Seed Seed Wealth Management Inc. | 1,250 | $213,113 | $261,887.49 | $48,774.49 | 22.89% |
Kyle Kelley Family Capital Management Inc. | 2,168 | $385,964.01 | $454,217.66 | $68,253.65 | 17.68% |
| LK Lenny Kisin Applied Capital LLC/FL | 16,214 | $1.53M | $3.4M | $1.87M | 121.89% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 25,048 | $2.85M | $5.25M | $2.4M | 84.2% |
Paul B. Ordonio Park Place Capital Corp. | 344 | $32,342.88 | $74,496.64 | $42,153.76 | 130.33% |
Jeffrey Steele Silverlake Wealth Management LLC | 1,114 | $230,609 | $232,313.55 | $1,704.55 | 0.74% |
Kevin Kroskey True Wealth Design LLC | 375 | $57,806.12 | $78,566.25 | $20,760.13 | 35.91% |
Jill Batley Gateway Wealth Partners LLC | 3,563 | $576,417 | $746,484.09 | $170,067.09 | 29.5% |