| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Russell Mohberg Regatta Capital Group LLC | 54,084 | $1.43M | $1.37M | -$64,648.52 | -4.51% |
| EM Erin Mccann Simplicity Wealth LLC | 10,017 | $262,245.06 | $253,179.67 | -$9,065.39 | -3.46% |
Patrick O'Connell Security Financial Services Inc. | 23,118 | $610,871.46 | $584,769.81 | -$26,101.65 | -4.27% |
| KB Kimberly Byrne Bill Few Associates Inc. | 75,647 | $1.95M | $1.9M | -$51,485.1 | -2.64% |
Christopher Warner WARNER FINANCIAL Inc. | 15,180 | $398,485.6 | $384,054 | -$14,431.6 | -3.62% |
Amanda Hawley Atria Wealth Solutions Inc. | 251,920 | $6.59M | $6.37M | -$222,017.94 | -3.37% |
Rachel Faulk Cape Investment Advisory Inc. | 152 | $3,797 | $3,841.04 | $44.04 | 1.16% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 103,408 | $2.73M | $2.61M | -$124,199.32 | -4.54% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 93,309 | $2.43M | $2.36M | -$70,627.45 | -2.91% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 28,322 | $744,225.82 | $716,121.77 | -$28,104.05 | -3.78% |
Bert D. Barre Colonial Trust Co. / SC | 4,509 | $119,435.62 | $113,942.43 | -$5,493.19 | -4.6% |
Victoria Latham Fiduciary Alliance LLC | 139,232 | $3.66M | $3.51M | -$146,117.34 | -3.99% |
Scott Highmark Mosaic Family Wealth Partners LLC | 450,459 | $11.86M | $11.36M | -$505,136.55 | -4.26% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 33,195 | $894,605.25 | $838,173.75 | -$56,431.5 | -6.31% |
David Gutierrez Gutierrez Wealth Advisory LLC | 27,241 | $721,645.21 | $688,516.27 | -$33,128.94 | -4.59% |
Jill Batley Gateway Wealth Partners LLC | 158,933 | $4.17M | $4.01M | -$162,905.3 | -3.9% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 315,605 | $8.38M | $7.96M | -$415,106.92 | -4.96% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 8,175 | $214,976.08 | $206,132.62 | -$8,843.46 | -4.11% |
Annmarie Young KPP Advisory Services LLC | 93,886 | $2.49M | $2.37M | -$125,677.98 | -5.04% |
John Hayes LongView Wealth Management | 107,307 | $2.83M | $2.71M | -$119,459.14 | -4.22% |