| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 220 | $2,657.49 | $2,713.7 | $56.21 | 2.12% |
Drew Phillips Fortitude Family Office LLC | 5,638 | $66,948.27 | $69,403.78 | $2,455.51 | 3.67% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 11,896 | $122,714.51 | $143,346.8 | $20,632.29 | 16.81% |
Alex Nunnamaker Schechter Investment Advisors LLC | 11,402 | $114,362.06 | $137,394.1 | $23,032.04 | 20.14% |
Brian Dechow SWAN Capital LLC | 523 | $6,487.41 | $6,302.15 | -$185.26 | -2.86% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 11,376 | $158,126.4 | $137,080.8 | -$21,045.6 | -13.31% |
Bert D. Barre Colonial Trust Co. / SC | 4,739 | $64,037.54 | $58,431.87 | -$5,605.67 | -8.75% |
Victoria Latham Fiduciary Alliance LLC | 47,176 | $589,330.89 | $568,470.8 | -$20,860.09 | -3.54% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 11,926 | $121,910.19 | $143,708.3 | $21,798.11 | 17.88% |
Loni Adams Daymark Wealth Partners LLC | 29,576 | $381,993.31 | $361,862.36 | -$20,130.95 | -5.27% |
Brian Matter Creative Capital Management Investments LLC | 1,756 | $23,995.4 | $21,616.36 | -$2,379.04 | -9.91% |
Erik Brenner Hilltop Partners LLC | 20,875 | $254,478.79 | $251,543.75 | -$2,935.04 | -1.15% |
Jade Franke Retirement Investment Advisors Inc. | 19,973 | $250,262.03 | $245,068.71 | -$5,193.32 | -2.08% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 10,676 | $112,394.04 | $128,645.8 | $16,251.76 | 14.46% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 16,217 | $241,718.75 | $196,225.7 | -$45,493.05 | -18.82% |
Jeffrey D. Munjack JDM Financial Group LLC | 80 | $844.8 | $964 | $119.2 | 14.11% |
Sheryl Stephens Stephens Consulting LLC | 14,068 | $281,272.01 | $169,519.4 | -$111,752.61 | -39.73% |
Sue Oleari Trifecta Capital Advisors LLC | 26 | $300.04 | $313.3 | $13.26 | 4.42% |
Scott Register Register Financial Advisors LLC | 11,147 | $140,717.73 | $134,321.35 | -$6,396.38 | -4.55% |
Bree Pate Olisti Co. Wealth LLC | 2,000 | $26,240 | $24,100 | -$2,140 | -8.16% |