| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| IW Ian Wang FIRETRAIL INVESTMENTS PTY Ltd. | 43,465 | $3.61M | $3.62M | $15,357.73 | 0.43% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 881,847 | $52.76M | $73.53M | $20.77M | 39.37% |
Rachel Faulk Cape Investment Advisory Inc. | 9,065 | $456,465.98 | $750,128.75 | $293,662.77 | 64.33% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 4,232 | $349,756 | $354,789.72 | $5,033.72 | 1.44% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 263 | $10,462.85 | $21,936.83 | $11,473.98 | 109.66% |
Lansing A. Davis Davis Asset Management LP | 337,969 | $26.91M | $28M | $1.1M | 4.07% |
Mariana Coli Dunhill Financial LLC | 365 | $24,852.28 | $30,203.75 | $5,351.47 | 21.53% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,338 | $124,633.32 | $111,535.68 | -$13,097.64 | -10.51% |
Lukas Lindgren Abound Wealth Management | 2,041 | $111,437.82 | $168,790.7 | $57,352.88 | 51.47% |
Drew Phillips Fortitude Family Office LLC | 3,401 | $241,514.42 | $281,432.75 | $39,918.33 | 16.53% |
Matthew Zienty Cardinal Point Capital Management ULC | 4,650 | $371,145.13 | $390,228 | $19,082.87 | 5.14% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 14,362 | $748,501.14 | $1.2M | $447,494.41 | 59.79% |
Jill Grimes Centurion Wealth Management LLC | 3,667 | $216,117.54 | $307,679.63 | $91,562.09 | 42.37% |
Alex Nunnamaker Schechter Investment Advisors LLC | 20,910 | $921,379.8 | $1.75M | $826,278 | 89.68% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 4,175 | $329,053.3 | $345,773.5 | $16,720.2 | 5.08% |
Brian Dechow SWAN Capital LLC | 150 | $8,909 | $12,547.5 | $3,638.5 | 40.84% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 22,128 | $1.03M | $1.84M | $807,670.06 | 78.1% |
Bert D. Barre Colonial Trust Co. / SC | 6,133 | $357,816.06 | $508,855.01 | $151,038.95 | 42.21% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 4,524 | $319,146.39 | $374,451.48 | $55,305.09 | 17.33% |
Daniel Guy Ethos Financial Group LLC | 3,569 | $268,590.63 | $297,208.47 | $28,617.84 | 10.65% |