| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 94,534 | $9.37M | $9.98M | $605,430.39 | 6.46% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,608 | $211,398.48 | $168,454.08 | -$42,944.4 | -20.31% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,053 | $554,667.81 | $528,619.59 | -$26,048.22 | -4.7% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 74,186 | $7.61M | $7.81M | $198,253.59 | 2.6% |
Bert D. Barre Colonial Trust Co. / SC | 2,060 | $274,813.92 | $213,395.4 | -$61,418.52 | -22.35% |
Victoria Latham Fiduciary Alliance LLC | 2,968 | $382,264.57 | $310,541.84 | -$71,722.73 | -18.76% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,419 | $343,698.02 | $358,277.01 | $14,578.99 | 4.24% |
Loni Adams Daymark Wealth Partners LLC | 13,336 | $1.67M | $1.4M | -$268,084.4 | -16.08% |
Brian Matter Creative Capital Management Investments LLC | 25 | $2,411.75 | $2,601.75 | $190 | 7.88% |
Nolan Langford Left Brain Wealth Management LLC | 2,460 | $333,945 | $254,671.5 | -$79,273.5 | -23.74% |
Michael Snyder Beaumont Financial Advisors LLC | 6,517 | $890,734.64 | $683,665.88 | -$207,068.76 | -23.25% |
| YG Youse Guia DoubleLine ETF Adviser LP | 13,737 | $1.51M | $1.44M | -$70,813.75 | -4.7% |
Sheryl Stephens Stephens Consulting LLC | 8 | $808 | $837.36 | $29.36 | 3.63% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 4,719 | $629,127.71 | $498,184.83 | -$130,942.88 | -20.81% |
| BP Brett Pohl Kingdom Financial Group LLC | 977 | $101,771.14 | $102,536.15 | $765.01 | 0.75% |
Stephen Smith Kestra Investment Management LLC | 6,286 | $693,851.16 | $657,892.76 | -$35,958.4 | -5.18% |
Sue Oleari Trifecta Capital Advisors LLC | 790 | $76,212 | $82,689.3 | $6,477.3 | 8.5% |
Bree Pate Olisti Co. Wealth LLC | 600 | $60,534 | $62,841 | $2,307 | 3.81% |
Amy Ardeel Icon Wealth Advisors LLC | 10,471 | $1.01M | $1.1M | $84,420.51 | 8.34% |
Joshua A. Kennon Kennon-Green & Company LLC | 8,269 | $1.12M | $873,247.74 | -$244,192.09 | -21.85% |