| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daphne Jo Stasco Lantern Wealth Advisors LLC | 25,459 | $568,612.58 | $545,840.96 | -$22,771.62 | -4% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 116,431 | $2.62M | $2.49M | -$129,186.03 | -4.92% |
Bert D. Barre Colonial Trust Co. / SC | 2,003 | $44,646.87 | $42,934.3 | -$1,712.57 | -3.84% |
Victoria Latham Fiduciary Alliance LLC | 85,944 | $1.92M | $1.84M | -$83,000.69 | -4.32% |
Loni Adams Daymark Wealth Partners LLC | 9,146 | $203,867 | $195,861.59 | -$8,005.41 | -3.93% |
Stephen Smith Kestra Investment Management LLC | 1.39M | $31.27M | $29.67M | -$1.6M | -5.12% |
Bree Pate Olisti Co. Wealth LLC | 11,473 | $254,233.85 | $245,407.47 | -$8,826.38 | -3.47% |
Darren Tapley New England Capital Financial Advisors LLC | 133,126 | $3.01M | $2.85M | -$164,677.57 | -5.47% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1.56M | $34.05M | $33.45M | -$596,547.96 | -1.75% |
Neil Christ Oak Hill Wealth Advisors LLC | 66,095 | $1.49M | $1.42M | -$71,608.56 | -4.8% |
| NH Nathaniel Holden Core Wealth Partners LLC | 228,021 | $5.16M | $4.89M | -$271,592.33 | -5.26% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 17,914 | $404,741.16 | $383,628.31 | -$21,112.85 | -5.22% |
David Gutierrez Gutierrez Wealth Advisory LLC | 38,873 | $877,711.31 | $833,246.64 | -$44,464.67 | -5.07% |
Jeffrey Steele Silverlake Wealth Management LLC | 83,173 | $1.89M | $1.78M | -$112,011.05 | -5.92% |
Jill Batley Gateway Wealth Partners LLC | 151,524 | $3.39M | $3.24M | -$143,175.1 | -4.23% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 613,503 | $13.9M | $13.14M | -$761,606.84 | -5.48% |
Ann Reilley Alpha Financial Advisors LLC | 829,098 | $18.49M | $17.78M | -$709,018.97 | -3.83% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 15,864 | $357,822.22 | $339,886.2 | -$17,936.02 | -5.01% |
John Hayes LongView Wealth Management | 109,567 | $2.48M | $2.35M | -$128,268.9 | -5.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 339,870 | $7.65M | $7.25M | -$400,239 | -5.23% |