| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 1,363 | $157,619.64 | $162,033.44 | $4,413.8 | 2.8% |
Sherri Cooke Dakota Community Bank & Trust NA | 1,026 | $97,294.36 | $122,340.24 | $25,045.88 | 25.74% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 86,700 | $10.43M | $10.48M | $48,457.9 | 0.46% |
Jill Grimes Centurion Wealth Management LLC | 2,852 | $277,440.95 | $344,607.16 | $67,166.21 | 24.21% |
Alex Nunnamaker Schechter Investment Advisors LLC | 10,848 | $1.1M | $1.31M | $209,429.42 | 18.98% |
Brian Dechow SWAN Capital LLC | 148 | $16,056.27 | $17,905.78 | $1,849.51 | 11.52% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,369 | $383,722.19 | $407,295.25 | $23,573.06 | 6.14% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 16,196 | $1.55M | $1.97M | $418,326.04 | 27.01% |
Bert D. Barre Colonial Trust Co. / SC | 57,913 | $5.7M | $6.92M | $1.23M | 21.53% |
Daniel Guy Ethos Financial Group LLC | 14,534 | $1.77M | $1.76M | -$10,679.89 | -0.6% |
Victoria Latham Fiduciary Alliance LLC | 26,169 | $3.04M | $3.17M | $130,391.01 | 4.3% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 36,411 | $3.97M | $4.4M | $431,588.81 | 10.87% |
Loni Adams Daymark Wealth Partners LLC | 44,305 | $4.46M | $5.38M | $913,218.36 | 20.46% |
Brian Matter Creative Capital Management Investments LLC | 16 | $2,025.28 | $1,902.08 | -$123.2 | -6.08% |
Michael Snyder Beaumont Financial Advisors LLC | 2,043 | $249,009.05 | $247,162.14 | -$1,846.91 | -0.74% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 10,615 | $1.28M | $1.26M | -$14,130.78 | -1.11% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 5,136 | $500,888.15 | $615,600.96 | $114,712.81 | 22.9% |
Holly Skipper Verum Partners LLC | 4,182 | $414,933.32 | $504,955.59 | $90,022.27 | 21.7% |
Belena Vincetti Fortis Capital Advisors LLC | 2,424 | $286,287.03 | $293,061.6 | $6,774.57 | 2.37% |
Jeffrey D. Munjack JDM Financial Group LLC | 46 | $5,541.58 | $5,555.88 | $14.3 | 0.26% |