| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 926 | $285,403.44 | $233,777.96 | -$51,625.48 | -18.09% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 1,036 | $363,915 | $261,455.32 | -$102,459.68 | -28.15% |
Lukas Lindgren Abound Wealth Management | 58 | $12,908.77 | $14,881.35 | $1,972.58 | 15.28% |
| DP Drew Phillips Fortitude Family Office LLC | 418 | $139,405.2 | $106,109.3 | -$33,295.9 | -23.88% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,190 | $715,505.19 | $555,864.05 | -$159,641.14 | -22.31% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,188 | $214,525.21 | $555,356.41 | $340,831.2 | 158.88% |
Brian Dechow SWAN Capital LLC | 76 | $24,378.89 | $19,290.26 | -$5,088.63 | -20.87% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 878 | $284,041.28 | $222,853.26 | -$61,188.02 | -21.54% |
Bert D. Barre Colonial Trust Co. / SC | 35 | $8,885.01 | $8,884.75 | -$0.26 | - |
Daniel Guy Ethos Financial Group LLC | 1,379 | $342,951.61 | $350,016.68 | $7,065.07 | 2.06% |
| VL Victoria Latham Fiduciary Alliance LLC | 4,532 | $1.46M | $1.15M | -$312,729.5 | -21.38% |
Kellie Borror Daner Wealth Management LLC | 881 | $311,230.87 | $223,614.72 | -$87,616.15 | -28.15% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,419 | $340,936.29 | $360,169.44 | $19,233.15 | 5.64% |
Loni Adams Daymark Wealth Partners LLC | 1,986 | $665,644.46 | $504,146.1 | -$161,498.36 | -24.26% |
Brian Matter Creative Capital Management Investments LLC | 63 | $4,945.5 | $15,990.61 | $11,045.11 | 223.34% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 1,518 | $289,520.38 | $385,344.3 | $95,823.92 | 33.1% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,044 | $192,963.3 | $265,019.4 | $72,056.1 | 37.34% |
Jeffrey D. Munjack JDM Financial Group LLC | 58 | $5,000.18 | $14,723.3 | $9,723.12 | 194.46% |
| SS Sheryl Stephens Stephens Consulting LLC | 148 | $10,517.64 | $37,569.8 | $27,052.16 | 257.21% |
| BS Ben Salamian Arvin Capital Management LP | 52,215 | $16.69M | $13.25M | -$3.43M | -20.56% |