| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 815 | $95,311.47 | $104,613.4 | $9,301.93 | 9.76% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 54,891 | $6.08M | $6.95M | $865,398 | 14.23% |
Loni Adams Daymark Wealth Partners LLC | 5,674 | $653,306.63 | $712,143.74 | $58,837.11 | 9.01% |
Nolan Langford Left Brain Wealth Management LLC | 23,088 | $3.13M | $2.92M | -$206,406.36 | -6.6% |
Michael Snyder Beaumont Financial Advisors LLC | 2,018 | $230,723.8 | $255,367.81 | $24,644.01 | 10.68% |
Erik Brenner Hilltop Partners LLC | 1,810 | $231,064.62 | $232,204.9 | $1,140.28 | 0.49% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 7,723 | $943,807.21 | $983,292.36 | $39,485.15 | 4.18% |
| YG Youse Guia DoubleLine ETF Adviser LP | 38,788 | $4.84M | $4.94M | $99,004.48 | 2.05% |
Patrick D. Hayes Canopy Partners LLC | 3,061 | $371,280.93 | $387,828.7 | $16,547.77 | 4.46% |
Adam Laibson Mainsail Financial Group LLC | 8,323 | $956,587.43 | $1.07M | $111,461.54 | 11.65% |
| BP Brett Pohl Kingdom Financial Group LLC | 4,849 | $619,034.45 | $608,597.99 | -$10,436.46 | -1.69% |
Stephen Smith Kestra Investment Management LLC | 2,613 | $339,984.74 | $329,838.99 | -$10,145.75 | -2.98% |
Sue Oleari Trifecta Capital Advisors LLC | 2 | $271 | $252.52 | -$18.48 | -6.82% |
Amy Hart Phillips Wealth Planners LLC | 1,846 | $216,221.86 | $235,531.14 | $19,309.28 | 8.93% |
Scott Register Register Financial Advisors LLC | 2,600 | $335,884.87 | $329,628 | -$6,256.87 | -1.86% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 8,669 | $1.12M | $1.09M | -$29,156.86 | -2.6% |
Dean Pelos Commonwealth Retirement Investments LLC | 294 | $39,766 | $37,223.34 | -$2,542.66 | -6.39% |
Andy Peters Goldstein Advisors LLC | 1,710 | $203,840.6 | $217,067.4 | $13,226.8 | 6.49% |
Bepin Serraj Richard W. Paul & Associates LLC | 315 | $37,575.65 | $39,838.05 | $2,262.4 | 6.02% |
Jeffrey Hanson Breakwater Capital Group | 1,959 | $263,415.08 | $247,970.22 | -$15,444.86 | -5.86% |