| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 953 | $369,115.97 | $407,969.77 | $38,853.8 | 10.53% |
Bert D. Barre Colonial Trust Co. / SC | 305 | $129,643.12 | $130,889.22 | $1,246.1 | 0.96% |
Victoria Latham Fiduciary Alliance LLC | 3,248 | $1.2M | $1.39M | $192,209.24 | 16.04% |
Loni Adams Daymark Wealth Partners LLC | 2,375 | $847,623.5 | $1.02M | $171,679 | 20.25% |
Brian Matter Creative Capital Management Investments LLC | 17 | $6,584.44 | $7,283.31 | $698.87 | 10.61% |
Erik Brenner Hilltop Partners LLC | 907 | $449,311.84 | $388,277.63 | -$61,034.21 | -13.58% |
Holly Skipper Verum Partners LLC | 1,499 | $440,865.24 | $641,706.9 | $200,841.66 | 45.56% |
| YG Youse Guia DoubleLine ETF Adviser LP | 2,579 | $755,002.69 | $1.1M | $341,768.61 | 45.27% |
Sheryl Stephens Stephens Consulting LLC | 165 | $76,073.24 | $70,634.85 | -$5,438.39 | -7.15% |
Dennis Wallace Fortune Financial Advisors LLC | 558 | $215,795 | $237,300.65 | $21,505.65 | 9.97% |
| BP Brett Pohl Kingdom Financial Group LLC | 71 | $26,088.42 | $30,530 | $4,441.58 | 17.03% |
Stephen Smith Kestra Investment Management LLC | 2,144 | $829,097 | $917,824.95 | $88,727.95 | 10.7% |
Scott Register Register Financial Advisors LLC | 61 | $23,591 | $26,113.49 | $2,522.49 | 10.69% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,627 | $821,445.01 | $696,502.42 | -$124,942.59 | -15.21% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,174 | $797,426.47 | $931,406.82 | $133,980.35 | 16.8% |
Dean Pelos Commonwealth Retirement Investments LLC | 417 | $161,266 | $178,513.53 | $17,247.53 | 10.7% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 874 | $255,863.5 | $371,685.97 | $115,822.47 | 45.27% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1 | $293 | $428.09 | $135.09 | 46.11% |
Darren Tapley New England Capital Financial Advisors LLC | 548 | $275,834.56 | $234,593.32 | -$41,241.24 | -14.95% |
Moises Valladares Insigneo Advisory Services LLC | 919 | $390,096.32 | $395,133.24 | $5,036.92 | 1.29% |