| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 65 | $3,199 | $3,080.02 | -$118.98 | -3.72% |
Lukas Lindgren Abound Wealth Management | 2,040 | $86,454.66 | $94,595.21 | $8,140.55 | 9.42% |
Drew Phillips Fortitude Family Office LLC | 1,583 | $75,043.28 | $73,720.31 | -$1,322.97 | -1.76% |
Sherri Cooke Dakota Community Bank & Trust NA | 3,982 | $148,182.87 | $185,242.64 | $37,059.77 | 25.01% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 15,851 | $664,737.4 | $746,423.59 | $81,686.19 | 12.29% |
Jill Grimes Centurion Wealth Management LLC | 9,093 | $352,217.32 | $428,598.55 | $76,381.23 | 21.69% |
Brian Dechow SWAN Capital LLC | 180 | $7,102.68 | $8,512.2 | $1,409.52 | 19.84% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,410 | $219,706.2 | $207,556.65 | -$12,149.55 | -5.53% |
Anne Hudick Fee-Only Financial Planning, L.C. | 14,268 | $619,112.55 | $660,679.74 | $41,567.19 | 6.71% |
Bert D. Barre Colonial Trust Co. / SC | 46,157 | $1.97M | $2.15M | $186,979.3 | 9.5% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 8,978 | $348,702.48 | $418,105.46 | $69,402.98 | 19.9% |
Victoria Latham Fiduciary Alliance LLC | 16,183 | $695,539.4 | $762,138.38 | $66,598.98 | 9.58% |
Morgan Carter RFP Financial Group LLC | 9,710 | $306,785.85 | $451,806.3 | $145,020.45 | 47.27% |
Loni Adams Daymark Wealth Partners LLC | 9,249 | $394,890.25 | $438,402.6 | $43,512.35 | 11.02% |
Brian Matter Creative Capital Management Investments LLC | 156 | $7,748.13 | $7,264.92 | -$483.21 | -6.24% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 4,364 | $214,463.64 | $202,882.36 | -$11,581.28 | -5.4% |
Holly Skipper Verum Partners LLC | 14,434 | $617,241.76 | $690,017.37 | $72,775.61 | 11.79% |
Sheryl Stephens Stephens Consulting LLC | 1,555 | $90,593.78 | $73,209.4 | -$17,384.38 | -19.19% |
Stephen Smith Kestra Investment Management LLC | 6,263 | $289,687.29 | $294,924.67 | $5,237.38 | 1.81% |
Amy Hart Phillips Wealth Planners LLC | 6,595 | $276,235.83 | $313,262.5 | $37,026.67 | 13.4% |