| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 13,590 | $666,777.1 | $674,879.4 | $8,102.3 | 1.22% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $43.09 | $49.77 | $6.68 | 15.5% |
William Jollie Quent Capital LLC | 618 | $26,692.87 | $30,689.88 | $3,997.01 | 14.97% |
Dalila Toledo Ascent Group LLC | 14,615 | $776,023.29 | $726,803.95 | -$49,219.34 | -6.34% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,260 | $100,932.63 | $112,785.3 | $11,852.67 | 11.74% |
CJ Harrison DecisionPoint Financial LLC | 3 | $169 | $148.98 | -$20.02 | -11.85% |
Mariana Coli Dunhill Financial LLC | 2 | $87.28 | $99.32 | $12.04 | 13.79% |
Drew Phillips Fortitude Family Office LLC | 79 | $4,008.89 | $3,923.14 | -$85.75 | -2.14% |
Bert D. Barre Colonial Trust Co. / SC | 1,000 | $51,904.01 | $49,860 | -$2,044.01 | -3.94% |
Victoria Latham Fiduciary Alliance LLC | 8,803 | $385,336.62 | $437,949.25 | $52,612.63 | 13.65% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,820 | $166,704.6 | $190,789.9 | $24,085.3 | 14.45% |
Brian Matter Creative Capital Management Investments LLC | 28 | $1,577.8 | $1,390.48 | -$187.32 | -11.87% |
Sheryl Stephens Stephens Consulting LLC | 100 | $4,724 | $4,979.5 | $255.5 | 5.41% |
| BP Brett Pohl Kingdom Financial Group LLC | 439 | $19,168.56 | $21,831.47 | $2,662.91 | 13.89% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 7,853 | $370,227.61 | $393,592.36 | $23,364.75 | 6.31% |
Jeffrey Rosenthal Viawealth LLC | 3,787 | $204,839.05 | $189,671.89 | -$15,167.16 | -7.4% |
David Smith Linden Thomas Advisory Services LLC | 12,776 | $753,777.28 | $635,606 | -$118,171.28 | -15.68% |
Kevin Kroskey True Wealth Design LLC | 240 | $11,643.73 | $11,918.4 | $274.67 | 2.36% |
| JC Jared Calvert Buck Wealth Strategies LLC | 4 | $225 | $199.96 | -$25.04 | -11.13% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,127 | $54,088.95 | $55,944.28 | $1,855.33 | 3.43% |