| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 13 | $1,744.78 | $1,945.97 | $201.19 | 11.53% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 13,616 | $1.74M | $1.97M | $229,220.82 | 13.19% |
Lukas Lindgren Abound Wealth Management | 185 | $22,946.91 | $26,730.65 | $3,783.74 | 16.49% |
Drew Phillips Fortitude Family Office LLC | 469 | $60,215.31 | $67,765.81 | $7,550.5 | 12.54% |
Sherri Cooke Dakota Community Bank & Trust NA | 1,913 | $254,658.93 | $276,409.39 | $21,750.46 | 8.54% |
Matthew Zienty Cardinal Point Capital Management ULC | 2,000 | $195,500 | $288,980.02 | $93,480.02 | 47.82% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,659 | $261,822.93 | $384,198.94 | $122,376.01 | 46.74% |
Jill Grimes Centurion Wealth Management LLC | 1,571 | $171,221.22 | $226,993.81 | $55,772.59 | 32.57% |
Alex Nunnamaker Schechter Investment Advisors LLC | 9,165 | $1.87M | $1.32M | -$544,309.5 | -29.13% |
Brian Dechow SWAN Capital LLC | 174 | $15,607.85 | $26,796 | $11,188.15 | 71.68% |
Bert D. Barre Colonial Trust Co. / SC | 1,235 | $188,220.96 | $187,744.7 | -$476.26 | -0.25% |
Victoria Latham Fiduciary Alliance LLC | 4,854 | $596,397.97 | $701,354.51 | $104,956.54 | 17.6% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 2,430 | $253,855.22 | $374,220 | $120,364.78 | 47.41% |
Loni Adams Daymark Wealth Partners LLC | 58,622 | $6.24M | $8.47M | $2.23M | 35.77% |
Brian Matter Creative Capital Management Investments LLC | 112 | $14,038.08 | $16,182.88 | $2,144.8 | 15.28% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 4,106 | $401,392.1 | $593,275.98 | $191,883.88 | 47.8% |
Belena Vincetti Fortis Capital Advisors LLC | 7,983 | $1.04M | $1.15M | $110,794.75 | 10.63% |
| YG Youse Guia DoubleLine ETF Adviser LP | 18,451 | $2.41M | $2.85M | $440,425.48 | 18.28% |
Jeffrey D. Munjack JDM Financial Group LLC | 60 | $7,782.88 | $9,060.6 | $1,277.72 | 16.42% |
Patrick D. Hayes Canopy Partners LLC | 6,401 | $858,074.4 | $924,880.55 | $66,806.15 | 7.79% |