| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 226 | $46,168.92 | $49,808.14 | $3,639.22 | 7.88% |
Drew Phillips Fortitude Family Office LLC | 195 | $29,800.32 | $42,851.25 | $13,050.93 | 43.79% |
Brian Dechow SWAN Capital LLC | 7 | $1,882 | $1,550.71 | -$331.29 | -17.6% |
Bert D. Barre Colonial Trust Co. / SC | 346 | $32,194.19 | $75,389.94 | $43,195.75 | 134.17% |
Richard S. Levenson Western Financial Corp./CA | 6,406 | $875,719.49 | $1.42M | $547,469.5 | 62.52% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,192 | $320,481 | $264,665.72 | -$55,815.28 | -17.42% |
Loni Adams Daymark Wealth Partners LLC | 5,053 | $429,029.38 | $1.12M | $690,816.48 | 161.02% |
Brian Matter Creative Capital Management Investments LLC | 11 | $2,957.46 | $2,417.25 | -$540.21 | -18.27% |
Michael Snyder Beaumont Financial Advisors LLC | 1,309 | $248,522.16 | $290,761.62 | $42,239.46 | 17% |
| TA Thomas Anderman Whitford Management LLC | 4,285 | $992,810.85 | $949,684.55 | -$43,126.3 | -4.34% |
Marc White Clarendon Private LLC | 2,851 | $584,580.79 | $626,364.7 | $41,783.91 | 7.15% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,489 | $313,103.7 | $329,992.18 | $16,888.48 | 5.39% |
Stephen Smith Kestra Investment Management LLC | 1,716 | $357,942.63 | $379,810.86 | $21,868.23 | 6.11% |
Sue Oleari Trifecta Capital Advisors LLC | 60 | $11,774 | $13,279.8 | $1,505.8 | 12.79% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,789 | $331,667.28 | $396,013.04 | $64,345.76 | 19.4% |
Amy Ardeel Icon Wealth Advisors LLC | 1,058 | $245,170.68 | $234,526.86 | -$10,643.82 | -4.34% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 54 | $12,444.84 | $11,866.5 | -$578.34 | -4.65% |
Dean Pelos Commonwealth Retirement Investments LLC | 84 | $22,584 | $18,650.52 | -$3,933.48 | -17.42% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 2,288 | $249,012.91 | $509,080 | $260,067.09 | 104.44% |
Bepin Serraj Richard W. Paul & Associates LLC | 15 | $1,026.38 | $3,334.2 | $2,307.82 | 224.85% |