| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 216 | $26,333.96 | $27,092.88 | $758.92 | 2.88% |
Drew Phillips Fortitude Family Office LLC | 1,348 | $155,909.49 | $169,079.64 | $13,170.15 | 8.45% |
Sherri Cooke Dakota Community Bank & Trust NA | 1,026 | $97,294.36 | $128,691.18 | $31,396.82 | 32.27% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 86,700 | $10.43M | $10.87M | $446,410.9 | 4.28% |
Jill Grimes Centurion Wealth Management LLC | 2,759 | $266,837.09 | $346,061.37 | $79,224.28 | 29.69% |
Alex Nunnamaker Schechter Investment Advisors LLC | 10,848 | $1.1M | $1.36M | $257,214.86 | 23.31% |
Brian Dechow SWAN Capital LLC | 148 | $16,056.27 | $18,276.52 | $2,220.25 | 13.83% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,369 | $383,722.19 | $422,573.67 | $38,851.48 | 10.12% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 16,196 | $1.55M | $2.02M | $473,635.38 | 30.58% |
Bert D. Barre Colonial Trust Co. / SC | 57,913 | $5.7M | $7.13M | $1.44M | 25.26% |
Daniel Guy Ethos Financial Group LLC | 14,534 | $1.77M | $1.82M | $53,996.41 | 3.05% |
Victoria Latham Fiduciary Alliance LLC | 27,451 | $3.18M | $3.44M | $260,100.5 | 8.17% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 36,411 | $3.97M | $4.5M | $525,893.3 | 13.25% |
Loni Adams Daymark Wealth Partners LLC | 44,305 | $4.46M | $5.56M | $1.09M | 24.49% |
Brian Matter Creative Capital Management Investments LLC | 16 | $2,025.28 | $2,006.88 | -$18.4 | -0.91% |
Michael Snyder Beaumont Financial Advisors LLC | 2,023 | $246,477.44 | $253,744.89 | $7,267.45 | 2.95% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 10,834 | $1.3M | $1.36M | $55,767.16 | 4.28% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 5,136 | $500,888.15 | $644,208.48 | $143,320.33 | 28.61% |
Holly Skipper Verum Partners LLC | 4,182 | $414,933.32 | $524,548.26 | $109,614.94 | 26.42% |
Belena Vincetti Fortis Capital Advisors LLC | 2,424 | $286,287.03 | $304,042.32 | $17,755.29 | 6.2% |