| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amna Ali Khan GDS Wealth Management | 3,372 | $1.18M | $601,868.28 | -$576,498.52 | -48.92% |
Albert Moore First National Advisers LLC | 8,663 | $2.7M | $1.44M | -$1.26M | -46.7% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 2,312 | $620,165.64 | $408,969.68 | -$211,195.96 | -34.05% |
David Hunter Horizons Wealth Management | 30 | $10,527.3 | $4,977.6 | -$5,549.7 | -52.72% |
Anita Woodhouse V-Square Quantitative Management LLC | 19,556 | $6.09M | $3.24M | -$2.85M | -46.74% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 188,996 | $56.14M | $31.36M | -$24.78M | -44.14% |
Rachel Faulk Cape Investment Advisory Inc. | 1,394 | $173,470 | $237,997.62 | $64,527.62 | 37.2% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,209 | $551,810.95 | $397,929.26 | -$153,881.69 | -27.89% |
Lansing A. Davis Davis Asset Management LP | 740,000 | $151.04M | $133.3M | -$17.74M | -11.74% |
Mariana Coli Dunhill Financial LLC | 23 | $7,772.52 | $4,040.64 | -$3,731.88 | -48.01% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 387 | $117,223.75 | $64,211.04 | -$53,012.71 | -45.22% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 3,750 | $1.07M | $622,200 | -$444,172.51 | -41.65% |
Lukas Lindgren Abound Wealth Management | 4 | $988.87 | $663.68 | -$325.19 | -32.89% |
Drew Phillips Fortitude Family Office LLC | 55 | $19,419.48 | $9,125.6 | -$10,293.88 | -53.01% |
Sherri Cooke Dakota Community Bank & Trust NA | 623 | $77,526.12 | $103,368.16 | $25,842.04 | 33.33% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,349 | $1.13M | $555,666.08 | -$576,377.86 | -50.91% |
Jill Grimes Centurion Wealth Management LLC | 2,931 | $705,644.18 | $486,311.52 | -$219,332.66 | -31.08% |
Alex Nunnamaker Schechter Investment Advisors LLC | 8,680 | $3.25M | $1.44M | -$1.81M | -55.71% |
Bert D. Barre Colonial Trust Co. / SC | 17,651 | $4.9M | $3.17M | -$1.73M | -35.23% |
Daniel Guy Ethos Financial Group LLC | 1,280 | $392,407.43 | $212,377.6 | -$180,029.83 | -45.88% |