| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Low Forte Asset Management LLC | 7,531 | $967,485.11 | $965,775.44 | -$1,709.67 | -0.18% |
| LV Leah Vaden Redwood Financial Network Corp. | 6,306 | $729,237.56 | $820,379.07 | $91,141.51 | 12.5% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 175 | $20,640.02 | $22,450.75 | $1,810.73 | 8.77% |
Amna Ali Khan GDS Wealth Management | 5,187 | $426,358.79 | $672,416.74 | $246,057.95 | 57.71% |
Lukas Lindgren Abound Wealth Management | 170 | $20,981.26 | $21,841.6 | $860.34 | 4.1% |
Bert D. Barre Colonial Trust Co. / SC | 435 | $32,829.45 | $55,847.47 | $23,018.02 | 70.11% |
Daniel Guy Ethos Financial Group LLC | 35,362 | $3.99M | $4.54M | $547,271.97 | 13.71% |
Victoria Latham Fiduciary Alliance LLC | 2,034 | $225,695.36 | $260,901.18 | $35,205.82 | 15.6% |
Brian Matter Creative Capital Management Investments LLC | 109 | $13,187.91 | $14,006.5 | $818.59 | 6.21% |
Marc White Clarendon Private LLC | 1,790 | $202,002 | $230,104.5 | $28,102.5 | 13.91% |
Scott Register Register Financial Advisors LLC | 8 | $569 | $1,028.76 | $459.76 | 80.8% |
Moises Valladares Insigneo Advisory Services LLC | 8,117 | $923,563.47 | $1.04M | $120,607.41 | 13.06% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,696 | $216,257 | $218,097.12 | $1,840.12 | 0.85% |
| FFL Financial Freedom LLC Financial Freedom LLC | 20,056 | $2.23M | $2.58M | $346,666.62 | 15.53% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 5,662 | $626,716.86 | $731,756.88 | $105,040.02 | 16.76% |
Sheila J. Lindsay Bensler LLC | 1,611 | $205,377 | $209,591.1 | $4,214.1 | 2.05% |
Christopher E. Jaccard Financial Alternatives Inc. | 2,406 | $205,497 | $308,990.55 | $103,493.55 | 50.36% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3,272 | $417,210 | $419,601.28 | $2,391.28 | 0.57% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,960 | $583,593.81 | $636,417.6 | $52,823.79 | 9.05% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,178 | $130,263 | $152,710.03 | $22,447.03 | 17.23% |