| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sherri Cooke Dakota Community Bank & Trust NA | 68 | $7,933.56 | $8,368.08 | $434.52 | 5.48% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 81,766 | $3.12M | $10.06M | $6.94M | 222.23% |
Alex Nunnamaker Schechter Investment Advisors LLC | 5,075 | $428,330 | $624,529.49 | $196,199.49 | 45.81% |
Brian Dechow SWAN Capital LLC | 1,344 | $139,604.13 | $165,392.64 | $25,788.51 | 18.47% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,932 | $787,386.41 | $729,991.91 | -$57,394.5 | -7.29% |
Bert D. Barre Colonial Trust Co. / SC | 3,504 | $484,603.69 | $431,202.23 | -$53,401.46 | -11.02% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 4,062 | $358,344.71 | $499,869.71 | $141,525 | 39.49% |
Daniel Guy Ethos Financial Group LLC | 5,389 | $503,590.67 | $663,170.33 | $159,579.66 | 31.69% |
Richard S. Levenson Western Financial Corp./CA | 2,524 | $460,428.08 | $310,603.43 | -$149,824.65 | -32.54% |
Victoria Latham Fiduciary Alliance LLC | 41,040 | $3.1M | $5.05M | $1.95M | 62.71% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,578 | $771,891.33 | $932,548.66 | $160,657.33 | 20.81% |
Loni Adams Daymark Wealth Partners LLC | 13,146 | $1.14M | $1.62M | $475,999.08 | 41.69% |
Jessica Thayer Unique Wealth LLC | 2,693 | $379,097.62 | $331,400.57 | -$47,697.05 | -12.58% |
Brian Matter Creative Capital Management Investments LLC | 14 | $1,633.38 | $1,722.84 | $89.46 | 5.48% |
Michael Snyder Beaumont Financial Advisors LLC | 2,839 | $403,155.16 | $349,367.33 | -$53,787.83 | -13.34% |
Erik Brenner Hilltop Partners LLC | 2,926 | $375,315.3 | $463,566.18 | $88,250.88 | 23.51% |
Parker Johnson Cooper Capital Advisors LLC | 3,676 | $434,275.88 | $452,368.55 | $18,092.67 | 4.17% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 2,743 | $242,247.69 | $337,553.57 | $95,305.88 | 39.34% |
Belena Vincetti Fortis Capital Advisors LLC | 50,946 | $3.4M | $6.27M | $2.86M | 84.15% |
Jeffrey D. Munjack JDM Financial Group LLC | 321 | $35,681.96 | $39,502.26 | $3,820.3 | 10.71% |