| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 5,668 | $1.01M | $904,216.04 | -$110,071.81 | -10.85% |
| WJ William Jollie Quent Capital LLC | 249 | $40,380.33 | $39,808.87 | -$571.46 | -1.42% |
| MS Missy Straw Nilsine Partners LLC | 1,612 | $343,326.31 | $257,162.36 | -$86,163.95 | -25.1% |
Dalila Toledo Ascent Group LLC | 1,363 | $229,946.63 | $217,909.62 | -$12,037.01 | -5.23% |
Michael Byun SageView Advisory Group LLC | 86 | $15,643 | $13,749.25 | -$1,893.75 | -12.11% |
| KB Kimberly Byrne Bill Few Associates Inc. | 21,444 | $4.25M | $3.42M | -$832,718.11 | -19.58% |
Kristen Williams Athena Investment Management | 1,648 | $286,702.56 | $262,905.44 | -$23,797.12 | -8.3% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 133 | $24,073 | $21,511.42 | -$2,561.58 | -10.64% |
| JG John Ginter Callan Family Office LLC | 9,025 | $1.61M | $1.44M | -$175,142.25 | -10.85% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 2,735 | $442,714.45 | $436,615.4 | -$6,099.05 | -1.38% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 24,554 | $5.34M | $3.92M | -$1.42M | -26.53% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 99 | $16,092.33 | $15,813.27 | -$279.06 | -1.73% |
Mariana Coli Dunhill Financial LLC | 52 | $9,398.11 | $8,305.96 | -$1,092.15 | -11.62% |
| DP Drew Phillips Fortitude Family Office LLC | 51 | $9,284.04 | $8,180.91 | -$1,103.13 | -11.88% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,442 | $673,358.12 | $549,790.66 | -$123,567.46 | -18.35% |
Bert D. Barre Colonial Trust Co. / SC | 5 | $935.65 | $802.05 | -$133.6 | -14.28% |
Jeffrey D. Munjack JDM Financial Group LLC | 19 | $3,280.92 | $3,047.79 | -$233.13 | -7.11% |
| SS Sheryl Stephens Stephens Consulting LLC | 944 | $204,359.57 | $151,427.04 | -$52,932.53 | -25.9% |
| BP Brett Pohl Kingdom Financial Group LLC | 19 | $3,456 | $3,047.79 | -$408.21 | -11.81% |
| MR Michael Radoff LGT Financial Advisors LLC | 36 | $6,490.08 | $5,812.38 | -$677.7 | -10.44% |