| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 8 | $1,551.7 | $1,511.04 | -$40.66 | -2.62% |
Lukas Lindgren Abound Wealth Management | 6 | $1,172.4 | $1,131.84 | -$40.56 | -3.46% |
Drew Phillips Fortitude Family Office LLC | 154 | $29,397.97 | $29,087.52 | -$310.45 | -1.06% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,538 | $267,518.11 | $287,221.5 | $19,703.39 | 7.37% |
Bert D. Barre Colonial Trust Co. / SC | 61 | $10,454.12 | $11,484.47 | $1,030.35 | 9.86% |
Loni Adams Daymark Wealth Partners LLC | 1,156 | $250,390 | $215,975.48 | -$34,414.52 | -13.74% |
Brian Matter Creative Capital Management Investments LLC | 1,596 | $345,693.62 | $301,452.48 | -$44,241.14 | -12.8% |
Marc White Clarendon Private LLC | 2,027 | $353,474.53 | $384,167.17 | $30,692.64 | 8.68% |
| BP Brett Pohl Kingdom Financial Group LLC | 25 | $4,242.06 | $4,670.75 | $428.69 | 10.11% |
Stephen Smith Kestra Investment Management LLC | 1,906 | $318,127.46 | $356,040.8 | $37,913.34 | 11.92% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,088 | $237,007.29 | $203,292.8 | -$33,714.49 | -14.23% |
Amy Ardeel Icon Wealth Advisors LLC | 1,640 | $268,344 | $306,762 | $38,418 | 14.32% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1 | $217 | $188.88 | -$28.12 | -12.96% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,007 | $162,502.2 | $189,869.85 | $27,367.65 | 16.84% |
Moises Valladares Insigneo Advisory Services LLC | 1,294 | $256,578.55 | $242,954.97 | -$13,623.58 | -5.31% |
Ashley Buboltz Moran Wealth Management LLC | 35,983 | $5.61M | $6.72M | $1.11M | 19.81% |
David Smith Linden Thomas Advisory Services LLC | 11,732 | $2.01M | $2.19M | $185,200.45 | 9.23% |
Paul B. Ordonio Park Place Capital Corp. | 12 | $1,947.6 | $2,262.96 | $315.36 | 16.19% |
Sheila J. Lindsay Bensler LLC | 65,488 | $11.74M | $12.32M | $589,162.89 | 5.02% |
Kevin Kroskey True Wealth Design LLC | 119 | $25,775.56 | $22,476.72 | -$3,298.84 | -12.8% |