| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 161 | $33,618.5 | $19,414.99 | -$14,203.51 | -42.25% |
Mariana Coli Dunhill Financial LLC | 13 | $2,227.84 | $1,601.86 | -$625.98 | -28.1% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 671 | $125,593.68 | $81,469.46 | -$44,124.22 | -35.13% |
Lukas Lindgren Abound Wealth Management | 8 | $747.57 | $983.2 | $235.63 | 31.52% |
Drew Phillips Fortitude Family Office LLC | 14 | $2,761.46 | $1,725.08 | -$1,036.38 | -37.53% |
Brian Dechow SWAN Capital LLC | 8 | $1,817 | $973.24 | -$843.76 | -46.44% |
Bert D. Barre Colonial Trust Co. / SC | 150 | $18,906 | $18,149.25 | -$756.75 | -4% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 2,733 | $388,687 | $336,760.26 | -$51,926.74 | -13.36% |
Sue Oleari Trifecta Capital Advisors LLC | 20 | $6,298 | $2,420 | -$3,878 | -61.58% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 145,791 | $24.07M | $17.65M | -$6.41M | -26.66% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 300 | $25,698 | $36,555.69 | $10,857.69 | 42.25% |
Ashley Buboltz Moran Wealth Management LLC | 11,214 | $2.05M | $1.36M | -$696,151.56 | -33.91% |
David Smith Linden Thomas Advisory Services LLC | 1,467 | $272,603.26 | $177,609.69 | -$94,993.57 | -34.85% |
Kevin Kroskey True Wealth Design LLC | 4 | $569 | $492.88 | -$76.12 | -13.38% |
| PIL PFG Investments LLC PFG Investments LLC | 1,558 | $337,848.2 | $188,297.08 | -$149,551.12 | -44.27% |
Staci Compagno Portside Wealth Group, LLC | 2,577 | $418,630.15 | $311,817 | -$106,813.15 | -25.51% |
Courtney Holt Compound Planning, Inc. | 3,008 | $723,679.25 | $362,433.92 | -$361,245.33 | -49.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,322 | $246,034.96 | $159,433.2 | -$86,601.76 | -35.2% |
Anthony Moeller MN Wealth Advisors, LLC | 3,043 | $614,055.43 | $377,971.03 | -$236,084.4 | -38.45% |
Mathieu Cornu Pictet Asset Management Holding SA | 5,084 | $770,204.42 | $626,450.48 | -$143,753.94 | -18.66% |