| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 665 | $50,292.92 | $29,223.42 | -$21,069.5 | -41.89% |
Nolan Hoffmeyer Thematics Asset Management | 83,346 | $5.27M | $3.69M | -$1.57M | -29.83% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 11,542 | $1.13M | $511,079.76 | -$617,994.43 | -54.73% |
Loni Adams Daymark Wealth Partners LLC | 7,396 | $576,104.37 | $327,088.1 | -$249,016.27 | -43.22% |
Brian Matter Creative Capital Management Investments LLC | 267 | $13,012.56 | $11,785.38 | -$1,227.18 | -9.43% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 6,330 | $282,445 | $278,266.8 | -$4,178.2 | -1.48% |
| YG Youse Guia DoubleLine ETF Adviser LP | 17,556 | $1.1M | $777,204.12 | -$324,435.11 | -29.45% |
Jeffrey D. Munjack JDM Financial Group LLC | 26 | $2,178.8 | $1,149.07 | -$1,029.73 | -47.26% |
Sheryl Stephens Stephens Consulting LLC | 127 | $12,110 | $5,615.3 | -$6,494.7 | -53.63% |
| BP Brett Pohl Kingdom Financial Group LLC | 13 | $815.75 | $574.92 | -$240.83 | -29.52% |
Sue Oleari Trifecta Capital Advisors LLC | 304 | $28,986.4 | $13,418.56 | -$15,567.84 | -53.71% |
Bree Pate Olisti Co. Wealth LLC | 104 | $9,916 | $4,595.76 | -$5,320.24 | -53.65% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 14,089 | $925,911.69 | $622,452.02 | -$303,459.67 | -32.77% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 36,860 | $2.46M | $1.62M | -$838,473.12 | -34.1% |
John J. Edwards Breed's Hi LLCapital LLC | 4,914 | $367,282.01 | $219,852.36 | -$147,429.65 | -40.14% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10,214 | $640,928.45 | $450,845.96 | -$190,082.49 | -29.66% |
Bepin Serraj Richard W. Paul & Associates LLC | 27,127 | $1.27M | $1.2M | -$68,634.31 | -5.42% |
Jeffrey Hanson Breakwater Capital Group | 5,720 | $312,520.39 | $253,453.2 | -$59,067.19 | -18.9% |
Justin Halverson Great Waters Wealth Management | 7,823 | $475,765.65 | $347,341.2 | -$128,424.45 | -26.99% |
Darren Tapley New England Capital Financial Advisors LLC | 13 | $663.33 | $575.44 | -$87.89 | -13.25% |