| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 28,905 | $1.42M | $1.38M | -$36,761.2 | -2.59% |
David Hunter Horizons Wealth Management | 113,882 | $5.59M | $5.44M | -$153,292.69 | -2.74% |
Rachel Faulk Cape Investment Advisory Inc. | 5,738 | $279,727.22 | $275,366.62 | -$4,360.6 | -1.56% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 38,056 | $1.86M | $1.82M | -$37,670.59 | -2.03% |
Mariana Coli Dunhill Financial LLC | 34,380 | $1.66M | $1.65M | -$16,328.62 | -0.98% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 7,330 | $361,823.42 | $350,154.1 | -$11,669.32 | -3.23% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 8,449 | $411,406.93 | $403,608.73 | -$7,798.2 | -1.9% |
Lukas Lindgren Abound Wealth Management | 23 | $1,105.2 | $1,098.71 | -$6.49 | -0.59% |
Bert D. Barre Colonial Trust Co. / SC | 20,771 | $1.02M | $993,269.22 | -$27,857.47 | -2.73% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 176,355 | $8.63M | $8.42M | -$208,890.7 | -2.42% |
Victoria Latham Fiduciary Alliance LLC | 23,464 | $1.15M | $1.12M | -$25,326.8 | -2.21% |
Jessica Thayer Unique Wealth LLC | 17,550 | $849,946 | $838,363.5 | -$11,582.5 | -1.36% |
Stephen Cheifetz Kades & Cheifetz LLC | 16,955 | $831,623 | $809,940.35 | -$21,682.65 | -2.61% |
Erik Brenner Hilltop Partners LLC | 7,344 | $352,878.76 | $352,438.56 | -$440.2 | -0.12% |
Jade Franke Retirement Investment Advisors Inc. | 1.06M | $51.68M | $50.83M | -$847,991.32 | -1.64% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 21,463 | $1.05M | $1.03M | -$23,691.34 | -2.26% |
Christopher Casanega Sharper & Granite LLC | 94,095 | $4.51M | $4.49M | -$18,405.65 | -0.41% |
Belena Vincetti Fortis Capital Advisors LLC | 12,404 | $596,011.96 | $592,539.08 | -$3,472.88 | -0.58% |
Nelson J. Lam LAM GROUP Inc. | 8,510 | $417,415.47 | $406,522.7 | -$10,892.77 | -2.61% |
| BP Brett Pohl Kingdom Financial Group LLC | 313 | $15,040.21 | $15,008.35 | -$31.86 | -0.21% |