| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 1,272 | $60,643.96 | $65,940.48 | $5,296.52 | 8.73% |
Sherri Cooke Dakota Community Bank & Trust NA | 3,982 | $148,182.87 | $206,426.88 | $58,244.01 | 39.31% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 15,851 | $664,737.4 | $821,715.84 | $156,978.44 | 23.62% |
Jill Grimes Centurion Wealth Management LLC | 9,544 | $365,121.27 | $494,760.96 | $129,639.69 | 35.51% |
Brian Dechow SWAN Capital LLC | 180 | $7,102.68 | $9,480.6 | $2,377.92 | 33.48% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,410 | $219,706.2 | $228,614.4 | $8,908.2 | 4.05% |
Anne Hudick Fee-Only Financial Planning, L.C. | 14,268 | $619,112.55 | $739,653.12 | $120,540.57 | 19.47% |
Bert D. Barre Colonial Trust Co. / SC | 46,157 | $1.97M | $2.41M | $446,843.21 | 22.71% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 9,005 | $349,474.87 | $466,819.2 | $117,344.33 | 33.58% |
Victoria Latham Fiduciary Alliance LLC | 71,236 | $3.06M | $3.69M | $628,399.91 | 20.51% |
Morgan Carter RFP Financial Group LLC | 9,710 | $306,785.85 | $515,600.98 | $208,815.13 | 68.07% |
Loni Adams Daymark Wealth Partners LLC | 9,249 | $394,890.25 | $479,468.16 | $84,577.91 | 21.42% |
Brian Matter Creative Capital Management Investments LLC | 156 | $7,748.13 | $8,087.04 | $338.91 | 4.37% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 4,364 | $214,463.64 | $226,317.04 | $11,853.4 | 5.53% |
Holly Skipper Verum Partners LLC | 14,434 | $617,241.76 | $748,258.56 | $131,016.8 | 21.23% |
Sheryl Stephens Stephens Consulting LLC | 1,555 | $90,593.78 | $80,611.2 | -$9,982.58 | -11.02% |
Stephen Smith Kestra Investment Management LLC | 6,263 | $289,687.29 | $331,375.33 | $41,688.04 | 14.39% |
Amy Hart Phillips Wealth Planners LLC | 6,595 | $276,235.83 | $345,248.25 | $69,012.42 | 24.98% |
Scott Register Register Financial Advisors LLC | 20,829 | $846,675.66 | $1.08M | $233,099.7 | 27.53% |
Bree Pate Olisti Co. Wealth LLC | 300 | $14,763 | $15,552 | $789 | 5.34% |