| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Mailloux WealthCare Investment Partners LLC | 21,204 | $573,172.71 | $576,430.74 | $3,258.03 | 0.57% |
Lindsey Seagraves Carson Advisory Inc. | 11,144 | $307,085.13 | $301,890.96 | -$5,194.17 | -1.69% |
Kathleen Thornhill Confluence Wealth Services Inc. | 227,854 | $6.2M | $6.15M | -$49,830.76 | -0.8% |
Russell Mohberg Regatta Capital Group LLC | 907,530 | $25.04M | $24.63M | -$410,686.51 | -1.64% |
| EM Erin Mccann Simplicity Wealth LLC | 11,840 | $323,231.73 | $319,680 | -$3,551.73 | -1.1% |
Patrick O'Connell Security Financial Services Inc. | 18,090 | $498,799.07 | $488,430 | -$10,369.07 | -2.08% |
Timothy Gerlach Novem Group | 145,056 | $3.97M | $3.92M | -$54,151.14 | -1.36% |
Christopher Warner WARNER FINANCIAL Inc. | 14,084 | $387,591.68 | $380,268 | -$7,323.68 | -1.89% |
Amanda Hawley Atria Wealth Solutions Inc. | 354,998 | $9.78M | $9.58M | -$190,333.43 | -1.95% |
Jeffrey Gilbert Balboa Wealth Partners | 33,789 | $921,378.89 | $918,553.96 | -$2,824.93 | -0.31% |
Rachel Faulk Cape Investment Advisory Inc. | 6,286 | $171,800 | $169,722 | -$2,078 | -1.21% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 268,461 | $7.33M | $7.25M | -$79,959 | -1.09% |
Mariana Coli Dunhill Financial LLC | 1,242 | $33,943 | $33,763.77 | -$179.23 | -0.53% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 139,378 | $3.81M | $3.76M | -$44,009.91 | -1.16% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 31,100 | $854,398.03 | $839,700 | -$14,698.03 | -1.72% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 218,950 | $6.06M | $5.91M | -$149,183.49 | -2.46% |
Bert D. Barre Colonial Trust Co. / SC | 1,298 | $35,720.96 | $35,162.82 | -$558.14 | -1.56% |
Victoria Latham Fiduciary Alliance LLC | 129,390 | $3.57M | $3.49M | -$80,432.91 | -2.25% |
Loni Adams Daymark Wealth Partners LLC | 32,039 | $880,583.37 | $865,053 | -$15,530.37 | -1.76% |
Stephen Smith Kestra Investment Management LLC | 41,591 | $1.15M | $1.12M | -$22,895.4 | -2% |