| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason Matthews Kfg Wealth Management LLC | 30,311 | $2.46M | $3.05M | $597,473.94 | 24.33% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 137,555 | $9.57M | $13.86M | $4.29M | 44.84% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,325 | $219,195.12 | $234,441.37 | $15,246.25 | 6.96% |
Mark Astrinos Libra Wealth LLC | 2,525 | $202,278 | $254,608.37 | $52,330.37 | 25.87% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,666 | $768,227.99 | $876,825.88 | $108,597.89 | 14.14% |
| TG Timothy Gerlach Novem Group | 15,288 | $1.09M | $1.54M | $450,392.17 | 41.27% |
Amanda Hawley Atria Wealth Solutions Inc. | 52,175 | $3.5M | $5.27M | $1.77M | 50.46% |
Jeffrey Gilbert Balboa Wealth Partners | 5,079 | $406,976.91 | $512,623.47 | $105,646.56 | 25.96% |
| EL Edward Lowndes Angeles Wealth Management LLC | 44,000 | $3.88M | $4.44M | $564,525.06 | 14.56% |
Lori Fernicola Castle Wealth Management LLC | 4,161 | $266,461.57 | $419,969.73 | $153,508.16 | 57.61% |
| RD Rodrigo Diaz Plan Group Financial LLC | 23,815 | $1.92M | $2.41M | $488,416.45 | 25.48% |
Mariana Coli Dunhill Financial LLC | 1,442 | $130,920.55 | $145,613.16 | $14,692.61 | 11.22% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 5,158 | $450,611.38 | $520,905.9 | $70,294.52 | 15.6% |
Brian Dechow SWAN Capital LLC | 282,677 | $18.97M | $28.54M | $9.58M | 50.5% |
Bert D. Barre Colonial Trust Co. / SC | 1,494 | $103,591.24 | $150,886.53 | $47,295.29 | 45.66% |
| VL Victoria Latham Fiduciary Alliance LLC | 3,757 | $338,111.35 | $379,381.86 | $41,270.51 | 12.21% |
Loni Adams Daymark Wealth Partners LLC | 8,612 | $655,245.55 | $869,768.94 | $214,523.39 | 32.74% |
Brian Matter Creative Capital Management Investments LLC | 2,252 | $165,341.84 | $227,406.96 | $62,065.12 | 37.54% |
Belena Vincetti Fortis Capital Advisors LLC | 9,029 | $740,252.22 | $911,883.85 | $171,631.63 | 23.19% |
| SS Sheryl Stephens Stephens Consulting LLC | 1,703 | $111,534.13 | $171,994.48 | $60,460.35 | 54.21% |