| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 4,597 | $218,950.73 | $257,707.82 | $38,757.09 | 17.7% |
Mariana Coli Dunhill Financial LLC | 223 | $12,545.65 | $12,650.79 | $105.14 | 0.84% |
Lukas Lindgren Abound Wealth Management | 1,148 | $71,885.65 | $66,285.52 | -$5,600.13 | -7.79% |
Drew Phillips Fortitude Family Office LLC | 1,398 | $84,773.19 | $80,720.52 | -$4,052.67 | -4.78% |
Alex Nunnamaker Schechter Investment Advisors LLC | 25,530 | $1.17M | $1.47M | $303,114.48 | 25.89% |
Bert D. Barre Colonial Trust Co. / SC | 2,113 | $114,446.4 | $118,856.25 | $4,409.85 | 3.85% |
Victoria Latham Fiduciary Alliance LLC | 8,083 | $514,592.59 | $466,712.42 | -$47,880.17 | -9.3% |
Loni Adams Daymark Wealth Partners LLC | 142,323 | $7.07M | $8.22M | $1.15M | 16.21% |
Brian Matter Creative Capital Management Investments LLC | 114 | $6,330.42 | $6,582.36 | $251.94 | 3.98% |
Belena Vincetti Fortis Capital Advisors LLC | 6,627 | $419,835.09 | $382,642.98 | -$37,192.11 | -8.86% |
| YG Youse Guia DoubleLine ETF Adviser LP | 24,010 | $1.33M | $1.36M | $27,851.9 | 2.09% |
Patrick D. Hayes Canopy Partners LLC | 27,029 | $1.65M | $1.56M | -$92,168.9 | -5.58% |
| BP Brett Pohl Kingdom Financial Group LLC | 26 | $1,620.5 | $1,474.98 | -$145.52 | -8.98% |
Amy Hart Phillips Wealth Planners LLC | 4,431 | $241,762.35 | $251,370.63 | $9,608.28 | 3.97% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 32,919 | $1.81M | $1.88M | $76,868.79 | 4.25% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10 | $723.61 | $566.8 | -$156.81 | -21.67% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 4,827 | $268,043 | $278,710.98 | $10,667.98 | 3.98% |
Bepin Serraj Richard W. Paul & Associates LLC | 51 | $2,396.98 | $2,880.48 | $483.5 | 20.17% |
Kelly Christopher Significant Wealth Partners LLC | 5,481 | $339,050.06 | $316,472.94 | -$22,577.12 | -6.66% |
Lydia Moore MRP Capital Investments LLC | 900 | $54,396.09 | $50,832 | -$3,564.09 | -6.55% |