| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anita Woodhouse V-Square Quantitative Management LLC | 2,481 | $162,307 | $196,916.97 | $34,609.97 | 21.32% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 94 | $6,149.48 | $7,433.52 | $1,284.04 | 20.88% |
Mariana Coli Dunhill Financial LLC | 967 | $63,261.16 | $76,470.36 | $13,209.2 | 20.88% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 490 | $32,056 | $38,891.3 | $6,835.3 | 21.32% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 3,300 | $215,886 | $261,904.5 | $46,018.5 | 21.32% |
Lukas Lindgren Abound Wealth Management | 10 | $654.44 | $807.65 | $153.21 | 23.41% |
Matthew Zienty Cardinal Point Capital Management ULC | 2,323 | $213,622 | $188,221.07 | -$25,400.93 | -11.89% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 34,682 | $3.16M | $2.74M | -$412,715.44 | -13.08% |
Alex Nunnamaker Schechter Investment Advisors LLC | 19,915 | $1.09M | $1.57M | $486,772.35 | 44.74% |
Brian Dechow SWAN Capital LLC | 21 | $1,373.9 | $1,660.68 | $286.78 | 20.87% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,183 | $339,071.86 | $409,871.64 | $70,799.78 | 20.88% |
Bert D. Barre Colonial Trust Co. / SC | 345 | $22,569.9 | $27,334.35 | $4,764.45 | 21.11% |
| VL Victoria Latham Fiduciary Alliance LLC | 3,355 | $219,484.04 | $265,313.4 | $45,829.36 | 20.88% |
Loni Adams Daymark Wealth Partners LLC | 11,570 | $1.05M | $916,691.1 | -$135,947.9 | -12.91% |
| JF Jade Franke Retirement Investment Advisors Inc. | 2,516 | $203,693 | $203,569.56 | -$123.44 | -0.06% |
| QS Quentin Stoker Gallacher Capital Management LLC | 5,313 | $374,465.19 | $432,425.07 | $57,959.88 | 15.48% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 3,145 | $286,132 | $249,178.35 | -$36,953.65 | -12.91% |
| JS Jeffrey Starkey Kooman & Associates | 2,414 | $219,626 | $191,261.22 | -$28,364.78 | -12.92% |
| BP Brett Pohl Kingdom Financial Group LLC | 27 | $1,766 | $2,139.21 | $373.21 | 21.13% |
Amy Hart Phillips Wealth Planners LLC | 12,476 | $844,875.03 | $988,473.48 | $143,598.45 | 17% |