| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brendan Corcoran Valence8 US LP | 53,133 | $15.98M | $30.75M | $14.77M | 92.48% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 825 | $230,076 | $477,361.5 | $247,285.5 | 107.48% |
Mariana Coli Dunhill Financial LLC | 116 | $32,767.59 | $66,756.84 | $33,989.25 | 103.73% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 1,124 | $404,786.12 | $650,368.88 | $245,582.76 | 60.67% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 12 | $4,353 | $6,943.44 | $2,590.44 | 59.51% |
Lukas Lindgren Abound Wealth Management | 814 | $202,548.62 | $476,712.34 | $274,163.72 | 135.36% |
| DP Drew Phillips Fortitude Family Office LLC | 3 | $736 | $1,726.95 | $990.95 | 134.64% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,517 | $319,693.72 | $1.45M | $1.13M | 353.09% |
| GAQ G. Andrew Quinn AJ Advisors LLC | 23,972 | $6.69M | $13.8M | $7.11M | 106.23% |
| SM Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 3,100 | $1.08M | $1.78M | $704,222.13 | 65.2% |
Brian Dechow SWAN Capital LLC | 237 | $85,230.76 | $136,391.13 | $51,160.37 | 60.03% |
Bert D. Barre Colonial Trust Co. / SC | 25 | $9,585 | $14,391.25 | $4,806.25 | 50.14% |
| VL Victoria Latham Fiduciary Alliance LLC | 2,713 | $764,255.92 | $1.56M | $797,048.45 | 104.29% |
Mark Meredith Meredith Wealth Planning | 1,496 | $362,616.39 | $860,933.04 | $498,316.65 | 137.42% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,821 | $443,145.5 | $1.05M | $604,821.79 | 136.48% |
Jessica Thayer Unique Wealth LLC | 4,272 | $1.22M | $2.46M | $1.24M | 102.27% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 6,630 | $1.82M | $3.82M | $2M | 110.26% |
| PJ Parker Johnson Cooper Capital Advisors LLC | 19,736 | $6.46M | $11.36M | $4.89M | 75.71% |
| BG Becki Goebel TCP Asset Management LLC | 38,195 | $7.21M | $22.93M | $15.72M | 217.97% |
Lucas Mosher SP Asset Management LLC | 552 | $211,641 | $317,758.8 | $106,117.8 | 50.14% |