| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,528 | $218,271.65 | $340,484.24 | $122,212.59 | 55.99% |
| TC Trent Curry bLong Financial LLC | 2,220 | $289,447.95 | $462,470.4 | $173,022.45 | 59.78% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,340 | $315,582.95 | $279,296.2 | -$36,286.75 | -11.5% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 6,749 | $1.35M | $1.4M | $50,445.03 | 3.73% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 115,956 | $12.11M | $24.27M | $12.17M | 100.49% |
Rachel Faulk Cape Investment Advisory Inc. | 448 | $145,043.38 | $96,208 | -$48,835.38 | -33.67% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 1,045 | $261,855.63 | $232,857.35 | -$28,998.28 | -11.07% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 4 | $1,002.32 | $847.28 | -$155.04 | -15.47% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 1,575 | $143,302.66 | $335,111.17 | $191,808.51 | 133.85% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 346 | $81,693.88 | $72,691.14 | -$9,002.74 | -11.02% |
Lukas Lindgren Abound Wealth Management | 9 | $1,462.41 | $1,926.54 | $464.13 | 31.74% |
Drew Phillips Fortitude Family Office LLC | 681 | $169,208.01 | $146,244.75 | -$22,963.26 | -13.57% |
Matthew Zienty Cardinal Point Capital Management ULC | 1,468 | $419,128.06 | $327,114.44 | -$92,013.62 | -21.95% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1,907 | $245,403.89 | $424,936.81 | $179,532.92 | 73.16% |
Brian Dechow SWAN Capital LLC | 5 | $1,074.88 | $1,114.15 | $39.27 | 3.65% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,861 | $353,689.23 | $414,686.63 | $60,997.4 | 17.25% |
Bert D. Barre Colonial Trust Co. / SC | 13 | $3,678.74 | $2,719.4 | -$959.34 | -26.08% |
Daniel Guy Ethos Financial Group LLC | 1,756 | $285,652.25 | $391,289.48 | $105,637.23 | 36.98% |
Nolan Hoffmeyer Thematics Asset Management | 265,879 | $22.42M | $59.25M | $36.82M | 164.21% |
Loni Adams Daymark Wealth Partners LLC | 7,888 | $1.35M | $1.65M | $300,038.38 | 22.19% |