| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 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 | $83,543.46 | $26,834.06 | 47.32% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 236,130 | $13.43M | $19.45M | $6.03M | 44.89% |
Mariana Coli Dunhill Financial LLC | 728,621 | $48.39M | $60.03M | $11.64M | 24.06% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 9,215 | $580,726.91 | $759,223.85 | $178,496.94 | 30.74% |
Lukas Lindgren Abound Wealth Management | 495 | $28,452.01 | $41,042.92 | $12,590.91 | 44.25% |
| TPM Thomas P. Mullooly Mullooly Asset Management Inc. | 430,756 | $26.38M | $35.49M | $9.11M | 34.52% |
Matthew Zienty Cardinal Point Capital Management ULC | 904,871 | $53.94M | $73.81M | $19.87M | 36.84% |
Brian Dechow SWAN Capital LLC | 1,312 | $77,050.61 | $108,089.12 | $31,038.51 | 40.28% |
Anne Hudick Fee-Only Financial Planning, L.C. | 100,181 | $5.06M | $8.25M | $3.19M | 63.11% |
Bert D. Barre Colonial Trust Co. / SC | 350 | $16,826.5 | $28,839.37 | $12,012.87 | 71.39% |
Loni Adams Daymark Wealth Partners LLC | 50,971 | $3.14M | $4.2M | $1.06M | 33.8% |
Brian Matter Creative Capital Management Investments LLC | 93 | $5,339.13 | $7,661.8 | $2,322.67 | 43.5% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 11,271 | $567,131.43 | $928,710.11 | $361,578.68 | 63.76% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 7,587 | $393,538 | $625,054.99 | $231,516.99 | 58.83% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 3,635 | $193,777.83 | $299,517.46 | $105,739.63 | 54.57% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 4,392 | $267,631.75 | $361,892.89 | $94,261.14 | 35.22% |
Jeffrey D. Munjack JDM Financial Group LLC | 203 | $10,595.47 | $16,726.83 | $6,131.36 | 57.87% |
Marc White Clarendon Private LLC | 9,394 | $564,067.62 | $774,048.69 | $209,981.07 | 37.23% |
| SS Sheryl Stephens Stephens Consulting LLC | 372 | $21,423.42 | $30,652.13 | $9,228.71 | 43.08% |