| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samuel Miller Kraft, Davis & Associates LLC | 137,555 | $9.57M | $14.11M | $4.54M | 47.48% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,339 | $220,610.94 | $238,601.39 | $17,990.45 | 8.15% |
Mark Astrinos Libra Wealth LLC | 2,525 | $202,278 | $256,439 | $54,161 | 26.78% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,179 | $818,619.42 | $936,258 | $117,638.58 | 14.37% |
Timothy Gerlach Novem Group | 17,395 | $1.3M | $1.77M | $473,780.76 | 36.5% |
Daniel Ronan Catalyst Financial Partners LLC | 3,965 | $389,363 | $404,311.05 | $14,948.05 | 3.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 52,175 | $3.5M | $5.31M | $1.81M | 51.61% |
Jeffrey Gilbert Balboa Wealth Partners | 5,083 | $407,369.71 | $517,551.06 | $110,181.35 | 27.05% |
Edward Lowndes Angeles Wealth Management LLC | 44,000 | $3.88M | $4.49M | $608,965.06 | 15.71% |
Lori Fernicola Castle Wealth Management LLC | 4,161 | $266,461.57 | $426,668.94 | $160,207.37 | 60.12% |
Rodrigo Diaz Plan Group Financial LLC | 5,002 | $409,548.57 | $511,054.34 | $101,505.77 | 24.78% |
Rachel Faulk Cape Investment Advisory Inc. | 3,273 | $296,584.09 | $333,027.75 | $36,443.66 | 12.29% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 5,600 | $549,920 | $571,844 | $21,924 | 3.99% |
Mariana Coli Dunhill Financial LLC | 1,342 | $121,920.55 | $136,548.5 | $14,627.95 | 12% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 130 | $13,147 | $13,247 | $100 | 0.76% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 5,264 | $461,020.77 | $540,060.08 | $79,039.31 | 17.14% |
Brian Dechow SWAN Capital LLC | 283,514 | $19.05M | $28.89M | $9.84M | 51.66% |
Bert D. Barre Colonial Trust Co. / SC | 1,494 | $103,591.24 | $151,902.45 | $48,311.21 | 46.64% |
Victoria Latham Fiduciary Alliance LLC | 2,192 | $215,266.57 | $223,101.76 | $7,835.19 | 3.64% |
Loni Adams Daymark Wealth Partners LLC | 8,612 | $655,245.55 | $877,983.07 | $222,737.52 | 33.99% |