| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 205,152 | $11.54M | $14.49M | $2.95M | 25.51% |
Sherri Cooke Dakota Community Bank & Trust NA | 1,161 | $56,585.99 | $81,989.82 | $25,403.83 | 44.89% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 3,342 | $207,602.48 | $236,012.04 | $28,409.56 | 13.68% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,983 | $238,933.41 | $281,279.46 | $42,346.05 | 17.72% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 38,535 | $1.76M | $2.72M | $959,807.59 | 54.49% |
Alex Nunnamaker Schechter Investment Advisors LLC | 38,504 | $1.84M | $2.72M | $877,891.2 | 47.68% |
Brian Dechow SWAN Capital LLC | 749 | $53,366 | $54,901.7 | $1,535.7 | 2.88% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 411,307 | $20.35M | $29.05M | $8.69M | 42.72% |
Anne Hudick Fee-Only Financial Planning, L.C. | 18,894 | $800,259.01 | $1.33M | $534,035.27 | 66.73% |
Bert D. Barre Colonial Trust Co. / SC | 62,586 | $3.63M | $4.54M | $907,575.83 | 25% |
Daniel Guy Ethos Financial Group LLC | 13,303 | $815,651.26 | $939,457.86 | $123,806.6 | 15.18% |
Bridget Davis Cedar Point Capital Partners LLC | 3,947 | $194,350.38 | $278,737.14 | $84,386.76 | 43.42% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 4,129 | $218,830.16 | $291,589.98 | $72,759.82 | 33.25% |
Victoria Latham Fiduciary Alliance LLC | 11,357 | $643,133.11 | $802,031.34 | $158,898.23 | 24.71% |
| RDL Rodrigo De La Garza Summa Corp. | 33,181 | $2.13M | $2.34M | $217,004.22 | 10.21% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,253 | $251,370.28 | $311,744.9 | $60,374.62 | 24.02% |
Loni Adams Daymark Wealth Partners LLC | 28,170 | $1.41M | $1.99M | $578,614.73 | 41.01% |
Jessica Thayer Unique Wealth LLC | 75,068 | $4.22M | $5.3M | $1.08M | 25.52% |
Stephen Cheifetz Kades & Cheifetz LLC | 18,253 | $872,880 | $1.29M | $416,146.86 | 47.68% |
Brian Matter Creative Capital Management Investments LLC | 2,384 | $121,831.58 | $168,358.08 | $46,526.5 | 38.19% |