| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 559 | $46,941.33 | $46,508.8 | -$432.53 | -0.92% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 283 | $27,185 | $23,545.6 | -$3,639.4 | -13.39% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 8,926 | $742,910.6 | $742,643.2 | -$267.4 | -0.04% |
Lukas Lindgren Abound Wealth Management | 165 | $15,810.88 | $13,728 | -$2,082.88 | -13.17% |
| DP Drew Phillips Fortitude Family Office LLC | 249 | $23,918.76 | $20,711.82 | -$3,206.94 | -13.41% |
| SC Sherri Cooke Dakota Community Bank & Trust NA | 3,451 | $284,206.01 | $287,123.2 | $2,917.19 | 1.03% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,811 | $612,333.39 | $649,875.2 | $37,541.81 | 6.13% |
Jill Grimes Centurion Wealth Management LLC | 3,186 | $262,368.37 | $265,075.2 | $2,706.83 | 1.03% |
Alex Nunnamaker Schechter Investment Advisors LLC | 11,024 | $925,815.56 | $917,196.8 | -$8,618.76 | -0.93% |
Brian Dechow SWAN Capital LLC | 29 | $2,762.06 | $2,412.8 | -$349.26 | -12.64% |
Bert D. Barre Colonial Trust Co. / SC | 10,553 | $844,457.9 | $878,009.6 | $33,551.7 | 3.97% |
| VL Victoria Latham Fiduciary Alliance LLC | 7,309 | $602,221.5 | $607,962.62 | $5,741.12 | 0.95% |
| NH Nolan Hoffmeyer Thematics Asset Management | 184,899 | $14.92M | $15.38M | $460,089.31 | 3.08% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 193,062 | $16.14M | $16.06M | -$80,502.29 | -0.5% |
Loni Adams Daymark Wealth Partners LLC | 53,450 | $4.34M | $4.45M | $111,493.87 | 2.57% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 13,420 | $1.16M | $1.12M | -$41,158.27 | -3.56% |
Belena Vincetti Fortis Capital Advisors LLC | 4,512 | $431,747.9 | $375,398.4 | -$56,349.5 | -13.05% |
| YG Youse Guia DoubleLine ETF Adviser LP | 15,699 | $1.36M | $1.31M | -$54,161.2 | -3.98% |
| SS Sheryl Stephens Stephens Consulting LLC | 100 | $7,988.08 | $8,320 | $331.92 | 4.16% |
Cornell P. Abod Beacon Investment Advisors LLC | 8,451 | $658,744.82 | $703,123.2 | $44,378.38 | 6.74% |