| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 4,971 | $100,893.18 | $108,417.51 | $7,524.33 | 7.46% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 13,273 | $232,110.54 | $289,484.13 | $57,373.59 | 24.72% |
Mariana Coli Dunhill Financial LLC | 4,466 | $110,280.84 | $97,403.46 | -$12,877.38 | -11.68% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 40,296 | $771,667 | $878,855.76 | $107,188.76 | 13.89% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 8,389 | $149,554.73 | $182,964.09 | $33,409.36 | 22.34% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 8,304 | $206,296.96 | $181,110.24 | -$25,186.72 | -12.21% |
Lukas Lindgren Abound Wealth Management | 1,861 | $52,083.18 | $40,588.41 | -$11,494.77 | -22.07% |
| DP Drew Phillips Fortitude Family Office LLC | 48,122 | $927,470.95 | $1.05M | $121,829.26 | 13.14% |
| SC Sherri Cooke Dakota Community Bank & Trust NA | 169 | $2,695.55 | $3,685.89 | $990.34 | 36.74% |
| PS Paul Saltaformaggio Hibernia Wealth Partners LLC | 9,105 | $227,796.08 | $198,580.05 | -$29,216.03 | -12.83% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 388,887 | $11.07M | $8.48M | -$2.59M | -23.38% |
Alex Nunnamaker Schechter Investment Advisors LLC | 28,165 | $568,500.85 | $614,278.65 | $45,777.8 | 8.05% |
Brian Dechow SWAN Capital LLC | 2,070 | $40,332.43 | $45,146.7 | $4,814.27 | 11.94% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 29,075 | $774,870.21 | $634,125.75 | -$140,744.46 | -18.16% |
Anne Hudick Fee-Only Financial Planning, L.C. | 25,377 | $467,191 | $553,472.37 | $86,281.37 | 18.47% |
Bert D. Barre Colonial Trust Co. / SC | 36,757 | $790,964.31 | $801,670.17 | $10,705.86 | 1.35% |
Daniel Guy Ethos Financial Group LLC | 98,211 | $2.64M | $2.14M | -$502,942.48 | -19.02% |
| VL Victoria Latham Fiduciary Alliance LLC | 73,900 | $2.1M | $1.61M | -$491,107.61 | -23.36% |
| GD Gary Dempsey Leslie Global Wealth LLC | 7,762 | $225,020 | $169,289.22 | -$55,730.78 | -24.77% |
| RDL Rodrigo De La Garza Summa Corp. | 6,000 | $101,512.02 | $130,860 | $29,347.98 | 28.91% |