| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Cantus Pacific Sage Partners LLC | 3,290 | $234,807 | $278,235.3 | $43,428.3 | 18.5% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 51,817 | $3.12M | $4.38M | $1.27M | 40.65% |
CJ Harrison DecisionPoint Financial LLC | 30 | $2,159 | $2,537.1 | $378.1 | 17.51% |
| JG John Ginter Callan Family Office LLC | 4,189 | $308,130.77 | $355,352.87 | $47,222.1 | 15.33% |
Mark Mowrey Signature Resources Capital Management LLC | 331 | $27,721 | $27,423.35 | -$297.65 | -1.07% |
Albert Moore First National Advisers LLC | 3,627 | $263,880.96 | $300,496.95 | $36,615.99 | 13.88% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 4,365 | $234,865.12 | $361,640.25 | $126,775.13 | 53.98% |
David Hunter Horizons Wealth Management | 1,014 | $56,709.4 | $84,009.9 | $27,300.5 | 48.14% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 255,461 | $15.05M | $21.85M | $6.81M | 45.24% |
Mariana Coli Dunhill Financial LLC | 728,761 | $48.4M | $62.11M | $13.71M | 28.33% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 10,289 | $670,677.26 | $852,443.65 | $181,766.39 | 27.1% |
Lukas Lindgren Abound Wealth Management | 1,284 | $94,543.66 | $106,379.4 | $11,835.74 | 12.52% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 428,963 | $26.27M | $36.28M | $10M | 38.07% |
Matthew Zienty Cardinal Point Capital Management ULC | 918,218 | $55.05M | $76.07M | $21.02M | 38.18% |
Brian Dechow SWAN Capital LLC | 1,312 | $77,050.61 | $112,228.48 | $35,177.87 | 45.66% |
Anne Hudick Fee-Only Financial Planning, L.C. | 99,219 | $5.01M | $8.22M | $3.21M | 64.02% |
Bert D. Barre Colonial Trust Co. / SC | 350 | $16,826.5 | $29,690.5 | $12,864 | 76.45% |
Loni Adams Daymark Wealth Partners LLC | 54,981 | $3.47M | $4.56M | $1.08M | 31.09% |
Brian Matter Creative Capital Management Investments LLC | 93 | $5,339.13 | $7,705.05 | $2,365.92 | 44.31% |
Michael Snyder Beaumont Financial Advisors LLC | 11,271 | $567,131.43 | $933,802.35 | $366,670.92 | 64.65% |