| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Grimes Centurion Wealth Management LLC | 15,197 | $1.1M | $1.07M | -$29,601.72 | -2.68% |
Alex Nunnamaker Schechter Investment Advisors LLC | 6,118 | $468,973.34 | $432,940.27 | -$36,033.07 | -7.68% |
| RR Roberto Roman MGO Private Wealth LLC | 28,572 | $2.1M | $2.02M | -$81,559.48 | -3.88% |
Brian Dechow SWAN Capital LLC | 610 | $44,780 | $43,154.45 | -$1,625.55 | -3.63% |
Bert D. Barre Colonial Trust Co. / SC | 22,043 | $1.6M | $1.56M | -$43,554.3 | -2.71% |
David Kennon David Kennon Inc | 41,692 | $2.98M | $2.95M | -$24,777.12 | -0.83% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 26,715 | $1.91M | $1.89M | -$14,752.74 | -0.77% |
Victoria Latham Fiduciary Alliance LLC | 3,882 | $284,981.21 | $274,674.79 | -$10,306.42 | -3.62% |
Christopher D. Rich EnRich Financial Partners LLC | 4,660 | $341,424.28 | $330,030.05 | -$11,394.23 | -3.34% |
Loni Adams Daymark Wealth Partners LLC | 77,239 | $5.68M | $5.47M | -$208,607.48 | -3.67% |
Jessica Thayer Unique Wealth LLC | 2,876 | $211,112.23 | $203,678.32 | -$7,433.91 | -3.52% |
Brian Matter Creative Capital Management Investments LLC | 18 | $1,294.38 | $1,274.58 | -$19.8 | -1.53% |
Michael Snyder Beaumont Financial Advisors LLC | 26,758 | $1.92M | $1.89M | -$32,044.67 | -1.67% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 31,722 | $2.33M | $2.25M | -$83,559.8 | -3.59% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 30,852 | $2.25M | $2.18M | -$65,408.88 | -2.91% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 9,684 | $679,332.6 | $685,796.67 | $6,464.07 | 0.95% |
Holly Skipper Verum Partners LLC | 7,344 | $541,913.61 | $520,689.6 | -$21,224.01 | -3.92% |
Belena Vincetti Fortis Capital Advisors LLC | 9,188 | $678,039.2 | $649,684.4 | -$28,354.8 | -4.18% |
Jeffrey D. Munjack JDM Financial Group LLC | 2,541 | $186,554.33 | $179,686.81 | -$6,867.52 | -3.68% |
Sheryl Stephens Stephens Consulting LLC | 407,094 | $29.64M | $28.8M | -$840,326.31 | -2.84% |