| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 8,837 | $621,959.95 | $752,912.4 | $130,952.45 | 21.05% |
| FIL FWG Investments LLC FWG Investments LLC | 194,010 | $14.93M | $16.53M | $1.6M | 10.7% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 5,307 | $246,865.8 | $471,633.09 | $224,767.29 | 91.05% |
Vyoma Patel Strata Wealth Advisors LLC | 592,408 | $24.14M | $50.47M | $26.34M | 109.1% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 5,292 | $430,292.52 | $450,878.4 | $20,585.88 | 4.78% |
Masakazu Kita Japan Science & Technology Agency | 2.11M | $168.32M | $179.41M | $11.09M | 6.59% |
Mariana Coli Dunhill Financial LLC | 9,147 | $586,211.53 | $817,650.33 | $231,438.8 | 39.48% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 4,358 | $278,433.76 | $386,380.28 | $107,946.52 | 38.77% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,530 | $124,441.02 | $130,356 | $5,914.98 | 4.75% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 2,745 | $236,460 | $233,874 | -$2,586 | -1.09% |
Lukas Lindgren Abound Wealth Management | 10,456 | $705,392.48 | $890,851.2 | $185,458.72 | 26.29% |
Matthew Zienty Cardinal Point Capital Management ULC | 25,788 | $1.88M | $2.2M | $319,822.78 | 17.04% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 234,304 | $10.23M | $19.96M | $9.73M | 95.08% |
Scott Crane Crane Advisory LLC | 1.11M | $52.72M | $94.89M | $42.16M | 79.97% |
Alex Nunnamaker Schechter Investment Advisors LLC | 494,334 | $24.09M | $42.12M | $18.03M | 74.87% |
Brian Dechow SWAN Capital LLC | 1,110 | $95,615 | $98,645.7 | $3,030.7 | 3.17% |
Anne Hudick Fee-Only Financial Planning, L.C. | 629,499 | $22.49M | $53.63M | $31.14M | 138.48% |
Bert D. Barre Colonial Trust Co. / SC | 21,056 | $1.27M | $1.88M | $610,993.98 | 48.23% |
Daniel Guy Ethos Financial Group LLC | 22,296 | $1.78M | $1.9M | $115,827.72 | 6.49% |
Bridget Davis Cedar Point Capital Partners LLC | 2,520 | $217,073 | $214,704 | -$2,369 | -1.09% |