| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 13,320 | $463,409.44 | $939,992.4 | $476,582.96 | 102.84% |
Bert D. Barre Colonial Trust Co. / SC | 39,465 | $4.05M | $2.88M | -$1.17M | -28.9% |
Daniel Guy Ethos Financial Group LLC | 19,310 | $1.74M | $1.36M | -$380,369.23 | -21.82% |
Drew Hartman Warther Private Wealth LLC | 218,150 | $19.44M | $15.82M | -$3.62M | -18.61% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 10,200 | $358,448.93 | $719,814 | $361,365.07 | 100.81% |
Victoria Latham Fiduciary Alliance LLC | 17,402 | $2.23M | $1.23M | -$1.01M | -45.01% |
Nolan Hoffmeyer Thematics Asset Management | 38,090 | $1.15M | $2.69M | $1.54M | 134.64% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 10,223 | $907,989.96 | $721,437.11 | -$186,552.85 | -20.55% |
Loni Adams Daymark Wealth Partners LLC | 223,540 | $16.5M | $16.23M | -$265,331.4 | -1.61% |
Jessica Thayer Unique Wealth LLC | 3,897 | $365,348.09 | $275,011.29 | -$90,336.8 | -24.73% |
Brian Matter Creative Capital Management Investments LLC | 146 | $11,336.2 | $10,601.06 | -$735.14 | -6.48% |
Nolan Langford Left Brain Wealth Management LLC | 48,208 | $3.56M | $3.51M | -$51,055.66 | -1.43% |
Michael Snyder Beaumont Financial Advisors LLC | 5,124 | $413,764.62 | $361,600.68 | -$52,163.94 | -12.61% |
Erik Brenner Hilltop Partners LLC | 41,789 | $3.94M | $2.95M | -$992,846.36 | -25.19% |
Belena Vincetti Fortis Capital Advisors LLC | 52,489 | $3.71M | $3.7M | -$2,592.15 | -0.07% |
| YG Youse Guia DoubleLine ETF Adviser LP | 27,932 | $1.76M | $1.97M | $208,284.54 | 11.84% |
Jeffrey D. Munjack JDM Financial Group LLC | 40 | $2,837.2 | $2,822.8 | -$14.4 | -0.51% |
| QS Quentin Stoker Gallacher Capital Management LLC | 4,917 | $472,767.79 | $346,992.69 | -$125,775.1 | -26.6% |
Patrick D. Hayes Canopy Partners LLC | 10,676 | $687,757.99 | $753,405.32 | $65,647.33 | 9.55% |
Marc White Clarendon Private LLC | 6,075 | $554,874.12 | $428,712.75 | -$126,161.37 | -22.74% |