| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 8,249 | $147,246.85 | $194,428.93 | $47,182.08 | 32.04% |
Lukas Lindgren Abound Wealth Management | 1,861 | $52,083.18 | $43,528.79 | -$8,554.39 | -16.42% |
Drew Phillips Fortitude Family Office LLC | 51,555 | $1.01M | $1.21M | $197,052.34 | 19.42% |
Sherri Cooke Dakota Community Bank & Trust NA | 169 | $2,695.55 | $3,956.29 | $1,260.74 | 46.77% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 47,094 | $1.17M | $1.1M | -$68,088.19 | -5.81% |
Alex Nunnamaker Schechter Investment Advisors LLC | 28,165 | $568,500.85 | $665,679.77 | $97,178.92 | 17.09% |
Brian Dechow SWAN Capital LLC | 1,924 | $37,521.93 | $45,425.64 | $7,903.71 | 21.06% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 28,072 | $758,039.87 | $661,657.04 | -$96,382.83 | -12.71% |
Anne Hudick Fee-Only Financial Planning, L.C. | 25,377 | $467,191 | $601,434.9 | $134,243.9 | 28.73% |
Bert D. Barre Colonial Trust Co. / SC | 36,516 | $786,722.71 | $860,682.12 | $73,959.41 | 9.4% |
Daniel Guy Ethos Financial Group LLC | 98,211 | $2.64M | $2.31M | -$330,091.12 | -12.48% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 9,915 | $241,933 | $233,002.5 | -$8,930.5 | -3.69% |
Victoria Latham Fiduciary Alliance LLC | 74,253 | $2.11M | $1.75M | -$361,338.33 | -17.12% |
| RDL Rodrigo De La Garza Summa Corp. | 16,000 | $308,512.02 | $376,480 | $67,967.98 | 22.03% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 32,762 | $588,140.15 | $773,183.2 | $185,043.05 | 31.46% |
Loni Adams Daymark Wealth Partners LLC | 48,920 | $1.27M | $1.15M | -$117,140.47 | -9.22% |
Brian Matter Creative Capital Management Investments LLC | 908 | $17,730.75 | $21,347.08 | $3,616.33 | 20.4% |
Michael Snyder Beaumont Financial Advisors LLC | 14,949 | $296,364.61 | $353,020.63 | $56,656.02 | 19.12% |
Erik Brenner Hilltop Partners LLC | 16,557 | $444,790.86 | $390,579.63 | -$54,211.23 | -12.19% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 33,432 | $601,030.22 | $789,998.16 | $188,967.94 | 31.44% |