| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 188 | $22,386.38 | $18,927.84 | -$3,458.54 | -15.45% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 12,911 | $1.66M | $1.3M | -$358,418.4 | -21.61% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 5,485 | $552,157.5 | $552,229.8 | $72.3 | 0.01% |
Bert D. Barre Colonial Trust Co. / SC | 7,302 | $776,396.5 | $735,165.36 | -$41,231.14 | -5.31% |
Daniel Guy Ethos Financial Group LLC | 3,058 | $325,982.7 | $307,879.44 | -$18,103.26 | -5.55% |
| VL Victoria Latham Fiduciary Alliance LLC | 15,046 | $1.93M | $1.51M | -$418,861.8 | -21.66% |
| GD Gary Dempsey Leslie Global Wealth LLC | 2,574 | $283,226.27 | $259,150.32 | -$24,075.95 | -8.5% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 128,814 | $14.07M | $12.97M | -$1.1M | -7.83% |
Loni Adams Daymark Wealth Partners LLC | 67,614 | $7.69M | $6.81M | -$887,362.18 | -11.53% |
Brian Matter Creative Capital Management Investments LLC | 824 | $88,692.72 | $82,960.32 | -$5,732.4 | -6.46% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 69,183 | $7.33M | $6.97M | -$368,974.49 | -5.03% |
| EB Erik Brenner Hilltop Partners LLC | 3,367 | $374,808.96 | $338,989.56 | -$35,819.4 | -9.56% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 1,599 | $212,107 | $160,987.32 | -$51,119.68 | -24.1% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,201 | $237,454.08 | $221,596.68 | -$15,857.4 | -6.68% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 2,199 | $294,534.06 | $221,395.32 | -$73,138.74 | -24.83% |
| HS Holly Skipper Verum Partners LLC | 3,270 | $399,347.25 | $329,223.6 | -$70,123.65 | -17.56% |
Belena Vincetti Fortis Capital Advisors LLC | 7,207 | $790,111.72 | $725,600.76 | -$64,510.96 | -8.16% |
| YG Youse Guia DoubleLine ETF Adviser LP | 21,921 | $2.25M | $2.21M | -$43,622.72 | -1.94% |
Jeffrey D. Munjack JDM Financial Group LLC | 240 | $26,868.66 | $24,163.2 | -$2,705.46 | -10.07% |
| PDH Patrick D. Hayes Canopy Partners LLC | 10,577 | $1.19M | $1.06M | -$128,686.07 | -10.78% |