| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 283 | $56,812.86 | $53,246.45 | -$3,566.41 | -6.28% |
Drew Phillips Fortitude Family Office LLC | 287 | $58,123.11 | $54,165.51 | -$3,957.6 | -6.81% |
Matthew Zienty Cardinal Point Capital Management ULC | 1,770 | $371,322.92 | $326,848.2 | -$44,474.72 | -11.98% |
Scott Crane Crane Advisory LLC | 1,701 | $226,977.46 | $317,176.96 | $90,199.5 | 39.74% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,764 | $399,737.38 | $325,740.24 | -$73,997.14 | -18.51% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 25,892 | $5.23M | $4.84M | -$386,057.19 | -7.39% |
Brian Dechow SWAN Capital LLC | 353 | $64,154.54 | $65,184.98 | $1,030.44 | 1.61% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,662 | $531,137.86 | $491,564.92 | -$39,572.94 | -7.45% |
Bert D. Barre Colonial Trust Co. / SC | 1,205 | $229,288.86 | $225,286.8 | -$4,002.06 | -1.75% |
Bridget Davis Cedar Point Capital Partners LLC | 955 | $206,729 | $178,642.3 | -$28,086.7 | -13.59% |
Victoria Latham Fiduciary Alliance LLC | 6,746 | $1.38M | $1.25M | -$134,251.93 | -9.73% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,128 | $754,848.23 | $762,276.48 | $7,428.25 | 0.98% |
Loni Adams Daymark Wealth Partners LLC | 8,478 | $1.73M | $1.59M | -$142,611.62 | -8.25% |
Brian Matter Creative Capital Management Investments LLC | 22 | $4,762.34 | $4,152.06 | -$610.28 | -12.81% |
Michael Snyder Beaumont Financial Advisors LLC | 1,601 | $315,748.17 | $295,640.66 | -$20,107.51 | -6.37% |
Holly Skipper Verum Partners LLC | 1,065 | $230,554 | $196,662.9 | -$33,891.1 | -14.7% |
Belena Vincetti Fortis Capital Advisors LLC | 6,057 | $1.23M | $1.12M | -$108,943.74 | -8.88% |
Jeffrey D. Munjack JDM Financial Group LLC | 395 | $76,383.85 | $72,940.7 | -$3,443.15 | -4.51% |
Patrick D. Hayes Canopy Partners LLC | 1,865 | $436,856.78 | $344,390.9 | -$92,465.88 | -21.17% |
Adam Laibson Mainsail Financial Group LLC | 1,298 | $306,295.88 | $242,966.13 | -$63,329.75 | -20.68% |