| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,340 | $230,640.58 | $360,921.6 | $130,281.02 | 56.49% |
Alex Nunnamaker Schechter Investment Advisors LLC | 9,165 | $1.87M | $1.42M | -$452,934.54 | -24.24% |
Brian Dechow SWAN Capital LLC | 174 | $15,607.85 | $26,883 | $11,275.15 | 72.24% |
Bert D. Barre Colonial Trust Co. / SC | 1,235 | $188,220.96 | $194,061.72 | $5,840.76 | 3.1% |
Victoria Latham Fiduciary Alliance LLC | 1,604 | $197,079.18 | $247,400.96 | $50,321.78 | 25.53% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 2,430 | $253,855.22 | $375,848.1 | $121,992.88 | 48.06% |
Loni Adams Daymark Wealth Partners LLC | 58,622 | $6.24M | $9.03M | $2.8M | 44.81% |
Brian Matter Creative Capital Management Investments LLC | 112 | $14,038.08 | $17,539.2 | $3,501.12 | 24.94% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 2,613 | $255,440.23 | $409,274.19 | $153,833.96 | 60.22% |
Belena Vincetti Fortis Capital Advisors LLC | 7,983 | $1.04M | $1.23M | $192,061.61 | 18.42% |
| YG Youse Guia DoubleLine ETF Adviser LP | 18,451 | $2.41M | $2.89M | $479,541.6 | 19.9% |
Jeffrey D. Munjack JDM Financial Group LLC | 60 | $7,782.88 | $9,296.4 | $1,513.52 | 19.45% |
Patrick D. Hayes Canopy Partners LLC | 6,401 | $858,074.4 | $995,611.54 | $137,537.14 | 16.03% |
Sheryl Stephens Stephens Consulting LLC | 393 | $82,028.04 | $60,647.76 | -$21,380.28 | -26.06% |
| BP Brett Pohl Kingdom Financial Group LLC | 459 | $44,848.49 | $70,736.49 | $25,888 | 57.72% |
Stephen Smith Kestra Investment Management LLC | 7,748 | $1.08M | $1.2M | $114,317.74 | 10.58% |
Scott Register Register Financial Advisors LLC | 3,500 | $564,755.81 | $541,240 | -$23,515.81 | -4.16% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,054 | $1.29M | $1.4M | $106,651.91 | 8.27% |
Timothy J. Videnka Forza Wealth Management LLC | 13,416 | $1.53M | $2.1M | $577,123.56 | 37.78% |
Dean Pelos Commonwealth Retirement Investments LLC | 1,479 | $162,486.3 | $228,697.77 | $66,211.47 | 40.75% |