| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 309 | $33,900.8 | $32,784.9 | -$1,115.9 | -3.29% |
Drew Phillips Fortitude Family Office LLC | 403 | $42,863.76 | $42,758.3 | -$105.46 | -0.25% |
Matthew Zienty Cardinal Point Capital Management ULC | 31,552 | $3.14M | $3.35M | $206,684.36 | 6.58% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,520 | $695,485.7 | $798,022.4 | $102,536.7 | 14.74% |
Scott Crane Crane Advisory LLC | 2,964 | $308,279.77 | $313,917.24 | $5,637.47 | 1.83% |
Jill Grimes Centurion Wealth Management LLC | 3,727 | $362,679.59 | $395,695.59 | $33,016 | 9.1% |
Alex Nunnamaker Schechter Investment Advisors LLC | 16,966 | $1.71M | $1.8M | $94,189.88 | 5.52% |
Brian Dechow SWAN Capital LLC | 91 | $8,989.42 | $9,661.47 | $672.05 | 7.48% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,641 | $350,594.29 | $386,564.97 | $35,970.68 | 10.26% |
Bert D. Barre Colonial Trust Co. / SC | 25,380 | $2.45M | $2.69M | $239,461.27 | 9.76% |
Daniel Guy Ethos Financial Group LLC | 2,855 | $329,696.04 | $303,115.35 | -$26,580.69 | -8.06% |
Victoria Latham Fiduciary Alliance LLC | 4,965 | $543,050.95 | $527,134.05 | -$15,916.9 | -2.93% |
Nolan Hoffmeyer Thematics Asset Management | 33,564 | $3.08M | $3.45M | $375,159.36 | 12.19% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,593 | $403,212.82 | $382,259.27 | -$20,953.55 | -5.2% |
Loni Adams Daymark Wealth Partners LLC | 55,769 | $4.93M | $5.92M | $984,953.48 | 19.97% |
Jessica Thayer Unique Wealth LLC | 2,526 | $254,144.79 | $261,668.34 | $7,523.55 | 2.96% |
Brian Matter Creative Capital Management Investments LLC | 934 | $85,130.25 | $99,116.08 | $13,985.83 | 16.43% |
Michael Snyder Beaumont Financial Advisors LLC | 12,739 | $1.27M | $1.35M | $85,292.65 | 6.73% |
Belena Vincetti Fortis Capital Advisors LLC | 3,477 | $344,853.81 | $369,153.09 | $24,299.28 | 7.05% |
| YG Youse Guia DoubleLine ETF Adviser LP | 27,326 | $2.63M | $2.83M | $203,752.04 | 7.76% |