| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 1,090 | $172,673.7 | $160,894.9 | -$11,778.8 | -6.82% |
Sherri Cooke Dakota Community Bank & Trust NA | 1,772 | $226,734.09 | $261,564.92 | $34,830.83 | 15.36% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,615 | $495,183.93 | $533,610.15 | $38,426.22 | 7.76% |
Jill Grimes Centurion Wealth Management LLC | 1,670 | $275,394.14 | $246,508.7 | -$28,885.44 | -10.49% |
Alex Nunnamaker Schechter Investment Advisors LLC | 11,402 | $1.78M | $1.68M | -$99,338.67 | -5.57% |
Brian Dechow SWAN Capital LLC | 14 | $2,615.5 | $2,066.54 | -$548.96 | -20.99% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,160 | $530,407.58 | $466,447.6 | -$63,959.98 | -12.06% |
Bert D. Barre Colonial Trust Co. / SC | 5,773 | $759,631.03 | $852,152.53 | $92,521.5 | 12.18% |
Daniel Guy Ethos Financial Group LLC | 4,352 | $692,726.55 | $642,398.72 | -$50,327.83 | -7.27% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,670 | $440,460.76 | $541,728.7 | $101,267.94 | 22.99% |
Victoria Latham Fiduciary Alliance LLC | 5,277 | $918,305.68 | $778,937.97 | -$139,367.71 | -15.18% |
| RDL Rodrigo De La Garza Summa Corp. | 35,000 | $5.86M | $5.61M | -$244,860.16 | -4.18% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 58,507 | $7.01M | $8.64M | $1.63M | 23.23% |
Loni Adams Daymark Wealth Partners LLC | 127,918 | $15.03M | $18.88M | $3.86M | 25.67% |
Brian Matter Creative Capital Management Investments LLC | 4,684 | $574,756.32 | $691,405.24 | $116,648.92 | 20.3% |
Michael Snyder Beaumont Financial Advisors LLC | 12,410 | $1.59M | $1.83M | $245,587.51 | 15.48% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 8,108 | $1.03M | $1.2M | $162,959.35 | 15.76% |
Holly Skipper Verum Partners LLC | 2,330 | $355,363.7 | $343,931.3 | -$11,432.4 | -3.22% |
Belena Vincetti Fortis Capital Advisors LLC | 4,283 | $734,719.84 | $632,213.63 | -$102,506.21 | -13.95% |
| QS Quentin Stoker Gallacher Capital Management LLC | 4,481 | $754,230.14 | $661,440.41 | -$92,789.73 | -12.3% |