| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DT Desaree Tatum Heritage Wealth Management Inc. | 6,151 | $1.14M | $1.06M | -$74,818.38 | -6.58% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 287 | $36,748 | $50,514.87 | $13,766.87 | 37.46% |
Mariana Coli Dunhill Financial LLC | 4,556 | $742,419.78 | $812,608.16 | $70,188.38 | 9.45% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 5,515 | $661,169.68 | $971,356.95 | $310,187.27 | 46.91% |
Lukas Lindgren Abound Wealth Management | 171 | $28,591.46 | $30,514.95 | $1,923.49 | 6.73% |
Drew Phillips Fortitude Family Office LLC | 5,814 | $1.04M | $1.04M | -$4,861.48 | -0.47% |
Sherri Cooke Dakota Community Bank & Trust NA | 1,772 | $226,734.09 | $316,284.28 | $89,550.19 | 39.5% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,615 | $495,183.93 | $624,021.3 | $128,837.37 | 26.02% |
Jill Grimes Centurion Wealth Management LLC | 1,776 | $294,903.57 | $306,573.12 | $11,669.55 | 3.96% |
Alex Nunnamaker Schechter Investment Advisors LLC | 11,402 | $1.78M | $1.97M | $185,825.35 | 10.43% |
Brian Dechow SWAN Capital LLC | 13 | $2,423.96 | $2,244.06 | -$179.9 | -7.42% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,160 | $530,407.58 | $545,479.2 | $15,071.62 | 2.84% |
Bert D. Barre Colonial Trust Co. / SC | 3,254 | $475,034.41 | $574,363.54 | $99,329.13 | 20.91% |
Daniel Guy Ethos Financial Group LLC | 4,352 | $692,726.55 | $751,242.24 | $58,515.69 | 8.45% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,733 | $452,055.28 | $665,967.16 | $213,911.88 | 47.32% |
Victoria Latham Fiduciary Alliance LLC | 5,663 | $989,348.22 | $977,547.06 | -$11,801.16 | -1.19% |
| RDL Rodrigo De La Garza Summa Corp. | 35,000 | $5.86M | $6.18M | $317,939.84 | 5.43% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 59,004 | $7.1M | $10.19M | $3.09M | 43.46% |
Loni Adams Daymark Wealth Partners LLC | 127,918 | $15.03M | $22.51M | $7.49M | 49.83% |
Brian Matter Creative Capital Management Investments LLC | 4,684 | $574,756.32 | $835,625.6 | $260,869.28 | 45.39% |