| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XV Xavier Volatier Transatlantique Private Wealth LLC | 35,005 | $1.82M | $1.83M | $6,567.86 | 0.36% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 500 | $25,850 | $26,107.5 | $257.5 | 1% |
| JA Janelle Anderson Grand Wealth Management LLC | 16,944 | $856,409.45 | $884,502.22 | $28,092.77 | 3.28% |
Brook Hart Presilium Private Wealth LLC | 363,881 | $18.56M | $19M | $433,846.25 | 2.34% |
Mariana Coli Dunhill Financial LLC | 2 | $105 | $104.38 | -$0.62 | -0.59% |
Lukas Lindgren Abound Wealth Management | 1,092 | $57,608.86 | $57,024.24 | -$584.62 | -1.01% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 10,461 | $530,184.5 | $545,959.59 | $15,775.09 | 2.98% |
Alex Nunnamaker Schechter Investment Advisors LLC | 14,537 | $783,240.24 | $758,686.03 | -$24,554.21 | -3.13% |
Bert D. Barre Colonial Trust Co. / SC | 2,172 | $110,373.08 | $113,367.54 | $2,994.46 | 2.71% |
David Kennon David Kennon Inc | 64,063 | $3.37M | $3.34M | -$23,703.31 | -0.7% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 5,815 | $289,930.76 | $303,659.3 | $13,728.54 | 4.74% |
| VL Victoria Latham Fiduciary Alliance LLC | 13,150 | $689,623.67 | $686,298.5 | -$3,325.17 | -0.48% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,531 | $228,921.59 | $236,472.89 | $7,551.3 | 3.3% |
Loni Adams Daymark Wealth Partners LLC | 4,938 | $247,499.98 | $257,738.91 | $10,238.93 | 4.14% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 18,452 | $933,226.75 | $963,102.14 | $29,875.39 | 3.2% |
| HS Holly Skipper Verum Partners LLC | 5,733 | $286,801.19 | $299,233.93 | $12,432.74 | 4.33% |
Belena Vincetti Fortis Capital Advisors LLC | 5,932 | $314,360.45 | $309,620.74 | -$4,739.71 | -1.51% |
Marc White Clarendon Private LLC | 9,450 | $491,648.84 | $493,242.75 | $1,593.91 | 0.32% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 5,493 | $287,874 | $286,707.13 | -$1,166.87 | -0.41% |
| SS Stephen Smith Kestra Investment Management LLC | 4,880 | $258,786.47 | $254,711.6 | -$4,074.87 | -1.57% |