| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 60 | $12,514.15 | $12,341.4 | -$172.75 | -1.38% |
Drew Phillips Fortitude Family Office LLC | 147 | $26,158.89 | $30,236.43 | $4,077.54 | 15.59% |
Sherri Cooke Dakota Community Bank & Trust NA | 843 | $129,497.05 | $173,396.67 | $43,899.62 | 33.9% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,349 | $331,960.68 | $483,165.81 | $151,205.13 | 45.55% |
Bert D. Barre Colonial Trust Co. / SC | 1,020 | $154,841.64 | $218,565.6 | $63,723.96 | 41.15% |
Loni Adams Daymark Wealth Partners LLC | 1,528 | $329,073.62 | $314,294.32 | -$14,779.3 | -4.49% |
Brian Matter Creative Capital Management Investments LLC | 28 | $5,645.08 | $5,759.32 | $114.24 | 2.02% |
Sheryl Stephens Stephens Consulting LLC | 90 | $20,476 | $18,512.1 | -$1,963.9 | -9.59% |
| BP Brett Pohl Kingdom Financial Group LLC | 30 | $6,825 | $6,487.8 | -$337.2 | -4.94% |
Sue Oleari Trifecta Capital Advisors LLC | 141 | $24,031.81 | $29,002.29 | $4,970.48 | 20.68% |
Amy Hart Phillips Wealth Planners LLC | 1,553 | $307,246 | $335,851.76 | $28,605.76 | 9.31% |
Bree Pate Olisti Co. Wealth LLC | 200 | $45,502 | $41,138 | -$4,364 | -9.59% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,728 | $581,413.29 | $798,537.6 | $217,124.31 | 37.34% |
Amy Ardeel Icon Wealth Advisors LLC | 18,519 | $3.4M | $4.02M | $620,172.01 | 18.27% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10 | $2,016 | $2,168.2 | $152.2 | 7.55% |
Jonathan Seed Seed Wealth Management Inc. | 1,683 | $254,116.03 | $346,176.27 | $92,060.24 | 36.23% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1,267 | $213,947.07 | $260,609.23 | $46,662.16 | 21.81% |
Darren Tapley New England Capital Financial Advisors LLC | 1,240 | $187,231.05 | $255,055.6 | $67,824.55 | 36.23% |
Moises Valladares Insigneo Advisory Services LLC | 2,436 | $361,088.82 | $526,736.28 | $165,647.46 | 45.87% |
John Canning Mi LLCreek Capital Advisors LLC | 3,700 | $560,652.4 | $761,053 | $200,400.6 | 35.74% |