| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sherri Cooke Dakota Community Bank & Trust NA | 132 | $65,190.49 | $75,807.6 | $10,617.11 | 16.29% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 828 | $478,727.86 | $475,520.39 | -$3,207.47 | -0.67% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,428 | $2.51M | $2.54M | $33,702.51 | 1.34% |
Brian Dechow SWAN Capital LLC | 2 | $810.67 | $1,148.6 | $337.93 | 41.69% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 422 | $239,780.22 | $242,354.6 | $2,574.38 | 1.07% |
| DML Daniel Maia Lessa Bastos Investidor Profissional Gestao de Recursos Ltda. | 3,963 | $1.95M | $2.28M | $328,017.47 | 16.84% |
Bert D. Barre Colonial Trust Co. / SC | 1,450 | $748,903.53 | $832,734.99 | $83,831.46 | 11.19% |
Daniel Guy Ethos Financial Group LLC | 595 | $345,032.72 | $341,708.49 | -$3,324.23 | -0.96% |
Victoria Latham Fiduciary Alliance LLC | 1,084 | $553,312.61 | $622,541.19 | $69,228.58 | 12.51% |
| RDL Rodrigo De La Garza Summa Corp. | 1,253 | $685,620.01 | $721,201.74 | $35,581.73 | 5.19% |
Christopher D. Rich EnRich Financial Partners LLC | 790 | $419,324.03 | $453,696.99 | $34,372.96 | 8.2% |
Nolan Hoffmeyer Thematics Asset Management | 60,484 | $32.17M | $34.74M | $2.57M | 7.97% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 10,684 | $5.69M | $6.14M | $449,020.54 | 7.9% |
Loni Adams Daymark Wealth Partners LLC | 10,096 | $5.61M | $5.8M | $189,491.21 | 3.38% |
Brian Matter Creative Capital Management Investments LLC | 104 | $62,455.92 | $59,727.2 | -$2,728.72 | -4.37% |
Michael Snyder Beaumont Financial Advisors LLC | 3,067 | $1.56M | $1.76M | $199,948.11 | 12.81% |
Holly Skipper Verum Partners LLC | 461 | $231,127 | $264,752.3 | $33,625.3 | 14.55% |
| YG Youse Guia DoubleLine ETF Adviser LP | 4,704 | $2.31M | $2.7M | $389,350.15 | 16.84% |
Patrick D. Hayes Canopy Partners LLC | 937 | $489,824.49 | $538,119.09 | $48,294.6 | 9.86% |
Marc White Clarendon Private LLC | 1,122 | $576,319.74 | $644,364.59 | $68,044.85 | 11.81% |