| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 736 | $48,860.23 | $45,668.8 | -$3,191.43 | -6.53% |
Mariana Coli Dunhill Financial LLC | 314 | $17,759 | $19,483.7 | $1,724.7 | 9.71% |
Lukas Lindgren Abound Wealth Management | 11 | $731 | $682.77 | -$48.23 | -6.6% |
Bert D. Barre Colonial Trust Co. / SC | 237 | $14,584.95 | $14,717.7 | $132.75 | 0.91% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,783 | $401,434.41 | $483,869.11 | $82,434.7 | 20.54% |
Christopher Casanega Sharper & Granite LLC | 3,675 | $210,791.79 | $228,107.25 | $17,315.46 | 8.21% |
Stephen Smith Kestra Investment Management LLC | 19,996 | $1.2M | $1.24M | $37,663.59 | 3.13% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 4,801 | $281,655.69 | $296,797.82 | $15,142.13 | 5.38% |
David Bach River Street Advisors LLC | 18,279 | $1.01M | $1.14M | $134,932.84 | 13.41% |
Jarrod Musick Destiny Capital Corp./ Co. | 6,095 | $354,145.03 | $378,621.4 | $24,476.37 | 6.91% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,067 | $230,029.79 | $252,845.39 | $22,815.6 | 9.92% |
Gregory Turcotte Alpha Financial Partners LLC | 30,563 | $1.75M | $1.9M | $151,560.56 | 8.68% |
| JC Jared Calvert Buck Wealth Strategies LLC | 9 | $611 | $558.27 | -$52.73 | -8.63% |
| AW Ariel Weisbard Values Added Financial LLC | 3,660 | $191,384.41 | $229,006.2 | $37,621.79 | 19.66% |
Jacqueline Washburn Vawter Financial Ltd. | 3,092 | $205,463 | $192,755.28 | -$12,707.72 | -6.18% |
Courtney Holt Compound Planning, Inc. | 137,999 | $7.69M | $8.55M | $865,637.15 | 11.26% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 96 | $5,912 | $5,956.8 | $44.8 | 0.76% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,144 | $363,908.79 | $381,788.16 | $17,879.37 | 4.91% |
Andrew Agosta Prosperity Financial Group, Inc. | 4,396 | $292,114 | $274,530.2 | -$17,583.8 | -6.02% |
Denise Reinert CGC Financial Services, LLC | 310 | $20,600 | $19,275.8 | -$1,324.2 | -6.43% |