| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 2,350 | $382,722.99 | $455,336 | $72,613.01 | 18.97% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 180 | $34,160.02 | $34,345.8 | $185.78 | 0.54% |
Mariana Coli Dunhill Financial LLC | 7 | $1,204.62 | $1,356.32 | $151.7 | 12.59% |
Lukas Lindgren Abound Wealth Management | 54 | $9,674.95 | $10,484.1 | $809.15 | 8.36% |
Drew Phillips Fortitude Family Office LLC | 110 | $19,100.69 | $21,313.6 | $2,212.91 | 11.59% |
Brian Dechow SWAN Capital LLC | 14 | $1,896.23 | $2,672.32 | $776.09 | 40.93% |
Bert D. Barre Colonial Trust Co. / SC | 282 | $50,296.67 | $54,499.32 | $4,202.65 | 8.36% |
Loni Adams Daymark Wealth Partners LLC | 2,368 | $403,099.58 | $451,482.88 | $48,383.3 | 12% |
Brian Matter Creative Capital Management Investments LLC | 26 | $3,934.58 | $5,037.76 | $1,103.18 | 28.04% |
Erik Brenner Hilltop Partners LLC | 2,045 | $312,007.69 | $396,096.05 | $84,088.36 | 26.95% |
| YG Youse Guia DoubleLine ETF Adviser LP | 3,561 | $559,895.8 | $687,273 | $127,377.2 | 22.75% |
| BP Brett Pohl Kingdom Financial Group LLC | 6 | $949.5 | $1,143.96 | $194.46 | 20.48% |
Sue Oleari Trifecta Capital Advisors LLC | 105 | $19,292.49 | $20,068.65 | $776.16 | 4.02% |
Amy Hart Phillips Wealth Planners LLC | 1,671 | $296,000.26 | $322,218.93 | $26,218.67 | 8.86% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 2,457 | $445,608.9 | $477,026.55 | $31,417.65 | 7.05% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,779 | $269,216 | $339,628.89 | $70,412.89 | 26.15% |
Dean Pelos Commonwealth Retirement Investments LLC | 50 | $7,567 | $9,574.5 | $2,007.5 | 26.53% |
Jeffrey Hanson Breakwater Capital Group | 1,593 | $307,512.3 | $305,171.01 | -$2,341.29 | -0.76% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 50 | $9,826.25 | $9,539.75 | -$286.5 | -2.92% |
Darren Tapley New England Capital Financial Advisors LLC | 147 | $29,325.53 | $28,124.77 | -$1,200.76 | -4.09% |