| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 716 | $52,518.87 | $39,351.36 | -$13,167.51 | -25.07% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 3,646 | $205,306 | $201,879.02 | -$3,426.98 | -1.67% |
Mariana Coli Dunhill Financial LLC | 90 | $6,371.4 | $4,946.4 | -$1,425 | -22.37% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 489 | $26,038.89 | $26,978.13 | $939.24 | 3.61% |
Lukas Lindgren Abound Wealth Management | 1,089 | $68,378.46 | $59,590.08 | -$8,788.38 | -12.85% |
Drew Phillips Fortitude Family Office LLC | 2,454 | $172,692.59 | $134,871.84 | -$37,820.75 | -21.9% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,340 | $244,989 | $185,169.6 | -$59,819.4 | -24.42% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,484 | $455,246.64 | $356,620 | -$98,626.64 | -21.66% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,168 | $200,851.2 | $175,190.4 | -$25,660.8 | -12.78% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,125 | $302,568.75 | $227,596.87 | -$74,971.88 | -24.78% |
Bert D. Barre Colonial Trust Co. / SC | 4,510 | $217,702.02 | $246,155.8 | $28,453.78 | 13.07% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,241 | $237,729 | $179,227.3 | -$58,501.7 | -24.61% |
Loni Adams Daymark Wealth Partners LLC | 63,673 | $3.91M | $3.51M | -$395,522.02 | -10.12% |
Brian Matter Creative Capital Management Investments LLC | 1,922 | $122,363.4 | $105,633.12 | -$16,730.28 | -13.67% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 22,031 | $1.24M | $1.22M | -$22,461.84 | -1.81% |
Dennis Wallace Fortune Financial Advisors LLC | 7,503 | $398,103.52 | $417,917.1 | $19,813.58 | 4.98% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $51 | $55.17 | $4.17 | 8.18% |
Sue Oleari Trifecta Capital Advisors LLC | 15 | $1,101 | $828.45 | -$272.55 | -24.75% |
Amy Hart Phillips Wealth Planners LLC | 3,107 | $227,898.45 | $171,863.7 | -$56,034.75 | -24.59% |
Bree Pate Olisti Co. Wealth LLC | 400 | $21,136 | $22,144 | $1,008 | 4.77% |