| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 792 | $47,057.56 | $54,992.52 | $7,934.96 | 16.86% |
Drew Phillips Fortitude Family Office LLC | 561 | $28,411.44 | $38,832.42 | $10,420.98 | 36.68% |
Sherri Cooke Dakota Community Bank & Trust NA | 7,337 | $228,007.51 | $508,454.1 | $280,446.59 | 123% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 63,760 | $4.69M | $4.64M | -$47,606.65 | -1.02% |
Alex Nunnamaker Schechter Investment Advisors LLC | 9,387 | $356,297.34 | $683,373.6 | $327,076.26 | 91.8% |
Brian Dechow SWAN Capital LLC | 167 | $10,737.51 | $12,157.6 | $1,420.09 | 13.23% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,303 | $242,252.29 | $313,258.4 | $71,006.11 | 29.31% |
Bert D. Barre Colonial Trust Co. / SC | 25,993 | $1.58M | $1.82M | $236,219.81 | 14.94% |
Daniel Guy Ethos Financial Group LLC | 2,870 | $208,891 | $208,936 | $45 | 0.02% |
Richard S. Levenson Western Financial Corp./CA | 10,863 | $687,548.84 | $810,053.91 | $122,505.07 | 17.82% |
Victoria Latham Fiduciary Alliance LLC | 24,427 | $1.61M | $1.78M | $164,912.44 | 10.22% |
Morgan Carter RFP Financial Group LLC | 2,828 | $205,822 | $198,355.92 | -$7,466.08 | -3.63% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 49,927 | $1.97M | $3.63M | $1.66M | 84.2% |
Loni Adams Daymark Wealth Partners LLC | 9,878 | $608,017.28 | $687,706.36 | $79,689.08 | 13.11% |
Brian Matter Creative Capital Management Investments LLC | 40 | $2,973.6 | $2,768.8 | -$204.8 | -6.89% |
Jade Franke Retirement Investment Advisors Inc. | 2,892 | $156,514.95 | $202,787.04 | $46,272.09 | 29.56% |
| BP Brett Pohl Kingdom Financial Group LLC | 104 | $7,569.52 | $7,250.88 | -$318.64 | -4.21% |
Stephen Smith Kestra Investment Management LLC | 4,925 | $358,480.71 | $358,540 | $59.29 | 0.02% |
Sue Oleari Trifecta Capital Advisors LLC | 245 | $14,641.67 | $17,836 | $3,194.33 | 21.82% |
Amy Hart Phillips Wealth Planners LLC | 23,357 | $846,196.15 | $1.74M | $895,535.34 | 105.83% |