| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
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% |
Brian Matter Creative Capital Management Investments LLC | 934 | $312,721.89 | $200,576.5 | -$112,145.39 | -35.86% |
Nolan Langford Left Brain Wealth Management LLC | 22,233 | $3.74M | $4.71M | $967,413.38 | 25.87% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,300 | $326,196.36 | $289,679 | -$36,517.36 | -11.19% |
Nelson J. Lam LAM GROUP Inc. | 10 | $2,506 | $2,228.3 | -$277.7 | -11.08% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,814 | $372,882.95 | $382,246.08 | $9,363.13 | 2.51% |
Sue Oleari Trifecta Capital Advisors LLC | 30,126 | $5.08M | $6.71M | $1.63M | 32.06% |
Scott Register Register Financial Advisors LLC | 2,085 | $301,840.38 | $464,600.55 | $162,760.17 | 53.92% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 15,453 | $2.99M | $3.44M | $454,198.04 | 15.19% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 16,200 | $2.63M | $3.61M | $977,228.52 | 37.12% |
Amy Ardeel Icon Wealth Advisors LLC | 4,320 | $823,652.28 | $962,625.6 | $138,973.32 | 16.87% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 2,523 | $479,530.22 | $562,200.09 | $82,669.87 | 17.24% |
Bepin Serraj Richard W. Paul & Associates LLC | 4,421 | $292,737.84 | $985,131.43 | $692,393.59 | 236.52% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,221 | $187,429.73 | $494,905.43 | $307,475.7 | 164.05% |
Jesse Ellington Dover Advisors LLC | 6,582 | $966,983.4 | $1.47M | $499,683.66 | 51.67% |