| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristie R. Furseth Bowman & Co S.C. | 265 | $375,219.28 | $310,845 | -$64,374.28 | -17.16% |
| JS Jeffrey Sjovall Phraction Management LLC | 11,971 | $14.11M | $14.12M | $13,782.86 | 0.1% |
William Jollie Quent Capital LLC | 40 | $50,080 | $47,115.6 | -$2,964.4 | -5.92% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 514 | $613,861.63 | $604,519.03 | -$9,342.6 | -1.52% |
Edward Lowndes Angeles Wealth Management LLC | 100 | $125,200 | $117,161 | -$8,039 | -6.42% |
Rachel Faulk Cape Investment Advisory Inc. | 4 | $5,018 | $4,711.56 | -$306.44 | -6.11% |
Bert D. Barre Colonial Trust Co. / SC | 46 | $56,085.5 | $53,782.51 | -$2,302.99 | -4.11% |
Loni Adams Daymark Wealth Partners LLC | 542 | $685,835.73 | $633,950.31 | -$51,885.42 | -7.57% |
Moises Valladares Insigneo Advisory Services LLC | 449 | $539,873.32 | $524,979.77 | -$14,893.55 | -2.76% |
Ira Ravitz Beverly Hills Private Wealth LLC | 271 | $339,907 | $319,156.7 | -$20,750.3 | -6.1% |
| SM Sarah Moore BOS Asset Management LLC | 633 | $757,169 | $746,961.02 | -$10,207.98 | -1.35% |
| PIL PFG Investments LLC PFG Investments LLC | 314 | $376,469.12 | $367,380 | -$9,089.12 | -2.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 45 | $56,621.56 | $52,380 | -$4,241.56 | -7.49% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 700 | $837,312 | $822,471.97 | -$14,840.03 | -1.77% |
Michael Herman Apollon Financial, LLC | 744 | $906,974.53 | $875,023.65 | -$31,950.88 | -3.52% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,118 | $1.35M | $1.32M | -$29,067.46 | -2.16% |
Ian Jameson American Capital Advisory, LLC | 3 | $3,820 | $3,507 | -$313 | -8.19% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 37 | $44,088 | $43,581.93 | -$506.07 | -1.15% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 626 | $747,635.08 | $731,931.7 | -$15,703.38 | -2.1% |
Janice M. Powell Diversify Advisory Services, LLC | 1,329 | $1.65M | $1.55M | -$93,555.54 | -5.68% |