| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 4,544 | $608,678.94 | $584,017.6 | -$24,661.34 | -4.05% |
Lukas Lindgren Abound Wealth Management | 756 | $79,598.21 | $101,621.52 | $22,023.31 | 27.67% |
Drew Phillips Fortitude Family Office LLC | 1,185 | $181,114.25 | $159,317.32 | -$21,796.93 | -12.03% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 1,417 | $199,968.71 | $188,269.7 | -$11,699.01 | -5.85% |
Matthew Zienty Cardinal Point Capital Management ULC | 70,256 | $10.65M | $9.11M | -$1.54M | -14.49% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 117,650 | $14.11M | $15.12M | $1.01M | 7.14% |
Jill Grimes Centurion Wealth Management LLC | 3,279 | $587,552.63 | $425,187.93 | -$162,364.7 | -27.63% |
Alex Nunnamaker Schechter Investment Advisors LLC | 29,672 | $3.49M | $3.83M | $340,151.74 | 9.75% |
Brian Dechow SWAN Capital LLC | 290 | $42,966.68 | $37,395.5 | -$5,571.18 | -12.97% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 7,663 | $826,281.6 | $986,266.41 | $159,984.81 | 19.36% |
Bert D. Barre Colonial Trust Co. / SC | 47,623 | $3.59M | $6.39M | $2.8M | 77.97% |
Daniel Guy Ethos Financial Group LLC | 6,058 | $1.17M | $777,544.3 | -$395,521.95 | -33.72% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,134 | $294,990.3 | $421,428.98 | $126,438.68 | 42.86% |
Victoria Latham Fiduciary Alliance LLC | 10,591 | $1.8M | $1.36M | -$437,595.44 | -24.35% |
Gary Dempsey Leslie Global Wealth LLC | 5,904 | $897,281.29 | $789,482.88 | -$107,798.41 | -12.01% |
Nolan Hoffmeyer Thematics Asset Management | 17,434 | $1.96M | $2.33M | $367,554.89 | 18.73% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 5,258 | $892,553.33 | $682,120.34 | -$210,432.99 | -23.58% |
Loni Adams Daymark Wealth Partners LLC | 137,328 | $17.71M | $17.65M | -$63,008.77 | -0.36% |
Jessica Thayer Unique Wealth LLC | 3,845 | $817,713.26 | $498,739.18 | -$318,974.08 | -39.01% |
Brian Matter Creative Capital Management Investments LLC | 886 | $136,655.81 | $119,135.99 | -$17,519.82 | -12.82% |