| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 5,451 | $597,293.74 | $569,738.52 | -$27,555.22 | -4.61% |
Daniel Guy Ethos Financial Group LLC | 3,058 | $325,982.7 | $319,958.54 | -$6,024.16 | -1.85% |
Victoria Latham Fiduciary Alliance LLC | 14,985 | $1.93M | $1.57M | -$358,987.07 | -18.63% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 137,213 | $14.83M | $14.38M | -$448,788.8 | -3.03% |
Loni Adams Daymark Wealth Partners LLC | 58,766 | $6.72M | $6.16M | -$560,527.37 | -8.34% |
Brian Matter Creative Capital Management Investments LLC | 888 | $94,500.08 | $92,964.72 | -$1,535.36 | -1.62% |
Michael Snyder Beaumont Financial Advisors LLC | 80,297 | $8.34M | $8.42M | $77,543.52 | 0.93% |
Erik Brenner Hilltop Partners LLC | 3,505 | $387,330.54 | $367,446.67 | -$19,883.87 | -5.13% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 1,599 | $212,107 | $167,143.47 | -$44,963.53 | -21.2% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,201 | $237,454.08 | $231,391.13 | -$6,062.95 | -2.55% |
Holly Skipper Verum Partners LLC | 3,932 | $459,414.49 | $412,781.36 | -$46,633.13 | -10.15% |
Belena Vincetti Fortis Capital Advisors LLC | 7,532 | $819,602.24 | $789,579.56 | -$30,022.68 | -3.66% |
| YG Youse Guia DoubleLine ETF Adviser LP | 19,764 | $2.03M | $2.07M | $41,603.28 | 2.05% |
Jeffrey D. Munjack JDM Financial Group LLC | 240 | $26,868.66 | $25,130.4 | -$1,738.26 | -6.47% |
Patrick D. Hayes Canopy Partners LLC | 9,227 | $1.04M | $964,728.98 | -$80,254.98 | -7.68% |
Sheryl Stephens Stephens Consulting LLC | 100 | $11,310.38 | $10,469 | -$841.38 | -7.44% |
Cornell P. Abod Beacon Investment Advisors LLC | 7,577 | $788,707.79 | $795,660.77 | $6,952.98 | 0.88% |
Dennis Wallace Fortune Financial Advisors LLC | 18,585 | $1.97M | $1.95M | -$15,194.45 | -0.77% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 8,955 | $981,141.62 | $939,200.4 | -$41,941.22 | -4.27% |
Lucas Mosher SP Asset Management LLC | 126,877 | $14.19M | $13.41M | -$780,861.33 | -5.5% |