| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 8,547 | $483,418.32 | $558,204.57 | $74,786.25 | 15.47% |
Brian Dechow SWAN Capital LLC | 148 | $6,146.42 | $9,568.2 | $3,421.78 | 55.67% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 14,082 | $788,331.22 | $919,695.42 | $131,364.2 | 16.66% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 47,612 | $2.15M | $3.09M | $939,860.98 | 43.77% |
Bert D. Barre Colonial Trust Co. / SC | 7,794 | $493,731.29 | $505,362.96 | $11,631.67 | 2.36% |
Daniel Guy Ethos Financial Group LLC | 3,432 | $210,698 | $224,143.92 | $13,445.92 | 6.38% |
Victoria Latham Fiduciary Alliance LLC | 8,832 | $408,474.95 | $576,817.92 | $168,342.97 | 41.21% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 6,683 | $343,892.92 | $425,707.1 | $81,814.18 | 23.79% |
Loni Adams Daymark Wealth Partners LLC | 85,038 | $5.27M | $5.55M | $282,816.25 | 5.37% |
Brian Matter Creative Capital Management Investments LLC | 3,255 | $191,771.41 | $212,584.05 | $20,812.64 | 10.85% |
Michael Snyder Beaumont Financial Advisors LLC | 8,702 | $618,949.85 | $568,327.62 | -$50,622.23 | -8.18% |
Olga Maltseva Catalio Capital Management LP | 412,961 | $22.28M | $26.36M | $4.08M | 18.34% |
Belena Vincetti Fortis Capital Advisors LLC | 13,795 | $766,972.7 | $900,951.45 | $133,978.75 | 17.47% |
| YG Youse Guia DoubleLine ETF Adviser LP | 23,354 | $1.42M | $1.49M | $74,265.81 | 5.24% |
Patrick D. Hayes Canopy Partners LLC | 4,035 | $221,177.81 | $263,525.85 | $42,348.04 | 19.15% |
Cornell P. Abod Beacon Investment Advisors LLC | 10,447 | $435,335.92 | $675,398.55 | $240,062.63 | 55.14% |
| BP Brett Pohl Kingdom Financial Group LLC | 39 | $2,241.55 | $2,523.69 | $282.14 | 12.59% |
Stephen Smith Kestra Investment Management LLC | 32,429 | $1.82M | $2.06M | $241,686.44 | 13.27% |
Bree Pate Olisti Co. Wealth LLC | 1,200 | $64,728 | $78,372 | $13,644 | 21.08% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 27,994 | $1.56M | $1.81M | $252,659.92 | 16.23% |