| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 1,224 | $259,202.21 | $305,033.04 | $45,830.83 | 17.68% |
Janelle Anderson Grand Wealth Management LLC | 1,951 | $355,813.7 | $486,208.71 | $130,395.01 | 36.65% |
Brook Hart Presilium Private Wealth LLC | 80,770 | $13.93M | $19.76M | $5.83M | 41.89% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 1,425 | $208,918.87 | $355,979.25 | $147,060.38 | 70.39% |
Mark Mowrey Signature Resources Capital Management LLC | 182 | $37,369 | $44,522.66 | $7,153.66 | 19.14% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,876 | $554,264.35 | $703,555.88 | $149,291.53 | 26.94% |
Rachel Faulk Cape Investment Advisory Inc. | 484 | $117,562 | $119,901.32 | $2,339.32 | 1.99% |
| FIL FWG Investments LLC FWG Investments LLC | 2,803 | $553,459.37 | $685,697.89 | $132,238.52 | 23.89% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 15 | $2,247.3 | $3,750.6 | $1,503.3 | 66.89% |
Mariana Coli Dunhill Financial LLC | 439 | $94,450.08 | $109,666.59 | $15,216.51 | 16.11% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,355 | $379,893.4 | $576,103.65 | $196,210.25 | 51.65% |
Lukas Lindgren Abound Wealth Management | 987 | $189,263.46 | $241,449.81 | $52,186.35 | 27.57% |
Drew Phillips Fortitude Family Office LLC | 10,000 | $2.09M | $2.45M | $359,200 | 17.21% |
Matthew Zienty Cardinal Point Capital Management ULC | 7,612 | $1.66M | $1.86M | $205,404.73 | 12.4% |
Jill Grimes Centurion Wealth Management LLC | 2,847 | $572,395.89 | $696,461.61 | $124,065.72 | 21.67% |
Alex Nunnamaker Schechter Investment Advisors LLC | 6,765 | $1.12M | $1.65M | $535,867.74 | 47.89% |
Brian Dechow SWAN Capital LLC | 27,930 | $5.43M | $6.98M | $1.55M | 28.59% |
Anne Hudick Fee-Only Financial Planning, L.C. | 51,858 | $8.24M | $12.69M | $4.44M | 53.87% |
Bert D. Barre Colonial Trust Co. / SC | 1,253 | $233,466.03 | $312,260.13 | $78,794.1 | 33.75% |
Daniel Guy Ethos Financial Group LLC | 1,735 | $376,760 | $424,433.05 | $47,673.05 | 12.65% |