| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 202,413 | $3.39M | $3.36M | -$27,413.94 | -0.81% |
| RSL Richard S. Levenson Western Financial Corp./CA | 54,176 | $916,657.64 | $900,340.11 | -$16,317.53 | -1.78% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 11,905 | $193,692.84 | $197,846.81 | $4,153.97 | 2.14% |
Jesse Ellington Dover Advisors LLC | 51,782 | $850,733.46 | $860,616.84 | $9,883.38 | 1.16% |
Dana Anspach Sensible Money LLC | 31,735 | $527,003.83 | $527,435.7 | $431.87 | 0.08% |
Jeffrey Steele Silverlake Wealth Management LLC | 84,913 | $1.42M | $1.41M | -$7,629.65 | -0.54% |
Jill Batley Gateway Wealth Partners LLC | 10,992 | $183,776 | $182,742 | -$1,034 | -0.56% |
Jennifer Henry Continuum Wealth Advisors LLC | 63,519 | $1.07M | $1.06M | -$17,895.85 | -1.67% |
Jenna Laws Evexia Wealth LLC | 68,367 | $1.15M | $1.14M | -$11,538.65 | -1% |
Berkeley Harrison Sterling Financial Group, Inc. | 27,034 | $446,887.34 | $449,169.91 | $2,282.57 | 0.51% |
Elliot Kallen Prosperity Wealth Management, Inc. | 30,000 | $505,792 | $498,450 | -$7,342 | -1.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 47,591 | $804,449.86 | $791,200.37 | -$13,249.49 | -1.65% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 416 | $6,956 | $6,918.08 | -$37.92 | -0.55% |
| AK Alisha Kamadia United Community Bank | 5,500 | $91,955 | $91,437.5 | -$517.5 | -0.56% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 16,390 | $275,180.3 | $272,319.85 | -$2,860.45 | -1.04% |
James Rankin Modern Wealth Management, LLC | 374,410 | $6.29M | $6.22M | -$62,160.3 | -0.99% |
Amir Har-El Savvy Advisors, Inc. | 10,301 | $174,298 | $171,254.12 | -$3,043.88 | -1.75% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 35 | $592 | $581.87 | -$10.13 | -1.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5 | $84.45 | $83.12 | -$1.33 | -1.57% |
Craig Silberg EVERPAR ADVISORS LLC | 91,642 | $1.53M | $1.52M | -$10,129.04 | -0.66% |