| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 2,151 | $91,287.27 | $113,701.86 | $22,414.59 | 24.55% |
| DP Drew Phillips Fortitude Family Office LLC | 473 | $20,837.81 | $25,480.51 | $4,642.7 | 22.28% |
| SC Sherri Cooke Dakota Community Bank & Trust NA | 3,982 | $148,182.87 | $206,864.9 | $58,682.03 | 39.6% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 16,880 | $709,160.06 | $906,118.4 | $196,958.34 | 27.77% |
Jill Grimes Centurion Wealth Management LLC | 9,544 | $365,121.27 | $512,321.92 | $147,200.65 | 40.32% |
Brian Dechow SWAN Capital LLC | 170 | $6,604.45 | $9,125.6 | $2,521.15 | 38.17% |
Anne Hudick Fee-Only Financial Planning, L.C. | 13,506 | $581,149.7 | $725,069.61 | $143,919.91 | 24.76% |
Bert D. Barre Colonial Trust Co. / SC | 33,754 | $1.35M | $1.82M | $468,615.98 | 34.72% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 12,515 | $449,885.93 | $660,792 | $210,906.07 | 46.88% |
| VL Victoria Latham Fiduciary Alliance LLC | 72,272 | $3.11M | $3.88M | $770,507.47 | 24.78% |
| MC Morgan Carter RFP Financial Group LLC | 9,760 | $308,303.34 | $523,916.8 | $215,613.46 | 69.94% |
Loni Adams Daymark Wealth Partners LLC | 11,664 | $489,027.37 | $628,339.68 | $139,312.31 | 28.49% |
Brian Matter Creative Capital Management Investments LLC | 39 | $1,919.19 | $2,093.52 | $174.33 | 9.08% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 4,453 | $218,843.32 | $239,037.04 | $20,193.72 | 9.23% |
| HS Holly Skipper Verum Partners LLC | 13,168 | $554,170.68 | $709,360.16 | $155,189.48 | 28% |
| SS Sheryl Stephens Stephens Consulting LLC | 1,555 | $90,593.78 | $83,767.85 | -$6,825.93 | -7.53% |
| SS Stephen Smith Kestra Investment Management LLC | 7,992 | $363,730.8 | $430,529.04 | $66,798.24 | 18.36% |
Amy Hart Phillips Wealth Planners LLC | 9,290 | $381,286.93 | $500,452.3 | $119,165.37 | 31.25% |
| SR Scott Register Register Financial Advisors LLC | 20,829 | $846,675.66 | $1.08M | $235,390.89 | 27.8% |
Bree Pate Olisti Co. Wealth LLC | 300 | $14,763 | $16,129.5 | $1,366.5 | 9.26% |