| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 2,555 | $142,003.57 | $317,509.85 | $175,506.28 | 123.59% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,183 | $348,837.28 | $274,948.85 | -$73,888.43 | -21.18% |
Jill Grimes Centurion Wealth Management LLC | 2,501 | $251,992.04 | $315,000.95 | $63,008.91 | 25% |
Alex Nunnamaker Schechter Investment Advisors LLC | 21,273 | $1.55M | $2.68M | $1.13M | 72.88% |
Brian Dechow SWAN Capital LLC | 475 | $40,573.92 | $59,826.25 | $19,252.33 | 47.45% |
Bert D. Barre Colonial Trust Co. / SC | 354 | $46,598.52 | $44,221.68 | -$2,376.84 | -5.1% |
| VL Victoria Latham Fiduciary Alliance LLC | 16,263 | $1.62M | $2.05M | $431,528.42 | 26.69% |
| RDL Rodrigo De La Garza Summa Corp. | 2,051 | $330,149 | $258,323.45 | -$71,825.55 | -21.76% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,792 | $288,457.81 | $225,702.4 | -$62,755.41 | -21.76% |
Loni Adams Daymark Wealth Partners LLC | 1,885 | $285,469.66 | $235,474.2 | -$49,995.46 | -17.51% |
Belena Vincetti Fortis Capital Advisors LLC | 2,133 | $343,349.07 | $266,454.36 | -$76,894.71 | -22.4% |
Angela McCray SurgoCap Partners LP | 515,733 | $75.92M | $64.43M | -$11.49M | -15.14% |
| PDH Patrick D. Hayes Canopy Partners LLC | 2,097 | $246,326.78 | $261,957.24 | $15,630.46 | 6.35% |
| SS Sheryl Stephens Stephens Consulting LLC | 2 | $298 | $249.84 | -$48.16 | -16.16% |
| NJL Nelson J. Lam LAM GROUP Inc. | 50 | $5,931 | $6,213.5 | $282.5 | 4.76% |
Lucas Mosher SP Asset Management LLC | 2,500 | $200,350 | $312,300 | $111,950 | 55.88% |
| BP Brett Pohl Kingdom Financial Group LLC | 160 | $25,755 | $19,987.2 | -$5,767.8 | -22.39% |
| SS Stephen Smith Kestra Investment Management LLC | 1,928 | $228,685 | $240,845.76 | $12,160.76 | 5.32% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 3,300 | $361,924.56 | $412,236 | $50,311.44 | 13.9% |
Bree Pate Olisti Co. Wealth LLC | 120 | $19,316 | $15,259.21 | -$4,056.79 | -21% |