| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sherri Cooke Dakota Community Bank & Trust NA | 310 | $37,271.3 | $29,688.7 | -$7,582.6 | -20.34% |
Matthew Zienty Cardinal Point Capital Management ULC | 2,987 | $417,075 | $273,728.68 | -$143,346.32 | -34.37% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 14,389 | $532,289.11 | $1.29M | $760,562.54 | 142.89% |
Jill Grimes Centurion Wealth Management LLC | 3,112 | $137,332.56 | $285,183.68 | $147,851.12 | 107.66% |
Alex Nunnamaker Schechter Investment Advisors LLC | 22,779 | $619,564.27 | $2.07M | $1.45M | 234.48% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 9,774 | $360,665.2 | $919,782.27 | $559,117.07 | 155.02% |
Brian Dechow SWAN Capital LLC | 806 | $23,544.6 | $73,337.94 | $49,793.34 | 211.49% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 14,593 | $492,370.56 | $1.33M | $834,206.1 | 169.43% |
Bert D. Barre Colonial Trust Co. / SC | 1,815 | $72,428.71 | $170,973 | $98,544.29 | 136.06% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 1,911 | $266,832.93 | $182,252.07 | -$84,580.86 | -31.7% |
Daniel Guy Ethos Financial Group LLC | 21,866 | $624,615.46 | $1.98M | $1.36M | 217.48% |
Richard S. Levenson Western Financial Corp./CA | 11,402 | $478,487.05 | $1.04M | $564,282.86 | 117.93% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,455 | $342,791.91 | $234,133.35 | -$108,658.56 | -31.7% |
Victoria Latham Fiduciary Alliance LLC | 6,532 | $288,257.16 | $592,387.08 | $304,129.92 | 105.51% |
Gary Dempsey Leslie Global Wealth LLC | 3,651 | $509,789 | $343,047.96 | -$166,741.04 | -32.71% |
Christopher D. Rich EnRich Financial Partners LLC | 2,037 | $284,426 | $191,549.29 | -$92,876.71 | -32.65% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 5,488 | $184,113.34 | $501,273.92 | $317,160.58 | 172.26% |
Loni Adams Daymark Wealth Partners LLC | 99,092 | $4.42M | $8.93M | $4.51M | 101.85% |
Jessica Thayer Unique Wealth LLC | 2,512 | $349,334.8 | $225,703.2 | -$123,631.6 | -35.39% |
Brian Matter Creative Capital Management Investments LLC | 881 | $36,657.22 | $84,020.97 | $47,363.75 | 129.21% |