| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 2 | $922 | $858.56 | -$63.44 | -6.88% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,049 | $368,598.81 | $451,269.31 | $82,670.5 | 22.43% |
Bert D. Barre Colonial Trust Co. / SC | 465 | $239,644.68 | $198,843.3 | -$40,801.38 | -17.03% |
Drew Hartman Warther Private Wealth LLC | 704 | $316,302.2 | $298,580.48 | -$17,721.72 | -5.6% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 538 | $222,764.19 | $230,188.67 | $7,424.48 | 3.33% |
Victoria Latham Fiduciary Alliance LLC | 788 | $399,243.79 | $338,855.76 | -$60,388.03 | -15.13% |
Nolan Hoffmeyer Thematics Asset Management | 77,935 | $24.7M | $33.33M | $8.63M | 34.93% |
Loni Adams Daymark Wealth Partners LLC | 6,573 | $2.11M | $2.81M | $703,411.35 | 33.33% |
Stephen Cheifetz Kades & Cheifetz LLC | 657 | $221,645.37 | $282,378.6 | $60,733.23 | 27.4% |
Brian Matter Creative Capital Management Investments LLC | 784 | $384,781.32 | $335,442.24 | -$49,339.08 | -12.82% |
Michael Snyder Beaumont Financial Advisors LLC | 604 | $284,711.89 | $260,348.16 | -$24,363.73 | -8.56% |
| YG Youse Guia DoubleLine ETF Adviser LP | 4,045 | $1.86M | $1.74M | -$120,823.85 | -6.48% |
Angela McCray SurgoCap Partners LP | 256,963 | $138.14M | $110.06M | -$28.08M | -20.32% |
Patrick D. Hayes Canopy Partners LLC | 2,025 | $872,618.52 | $869,352.75 | -$3,265.77 | -0.37% |
Sheryl Stephens Stephens Consulting LLC | 9 | $5,098 | $3,872.38 | -$1,225.62 | -24.04% |
Dennis Wallace Fortune Financial Advisors LLC | 1,586 | $618,841.65 | $684,834.8 | $65,993.15 | 10.66% |
Stephen Smith Kestra Investment Management LLC | 611 | $288,870.46 | $262,723.89 | -$26,146.57 | -9.05% |
Sue Oleari Trifecta Capital Advisors LLC | 14,831 | $5.42M | $6.38M | $962,688.4 | 17.78% |
Bree Pate Olisti Co. Wealth LLC | 99 | $48,310.61 | $42,593.76 | -$5,716.85 | -11.83% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,562 | $961,380.58 | $1.1M | $140,561.24 | 14.62% |