| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 129 | $4,415.59 | $3,068.91 | -$1,346.68 | -30.5% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,098 | $30,747.29 | $26,121.42 | -$4,625.87 | -15.04% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 55,333 | $2.17M | $1.32M | -$851,593.3 | -39.28% |
Lukas Lindgren Abound Wealth Management | 526 | $20,382.1 | $12,513.54 | -$7,868.56 | -38.61% |
| DP Drew Phillips Fortitude Family Office LLC | 1,204 | $38,653.44 | $28,643.16 | -$10,010.28 | -25.9% |
| PS Paul Saltaformaggio Hibernia Wealth Partners LLC | 7,010 | $196,357.11 | $166,767.9 | -$29,589.21 | -15.07% |
Matthew Zienty Cardinal Point Capital Management ULC | 183,145 | $6.67M | $4.36M | -$2.31M | -34.68% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 9,504 | $334,846.29 | $226,100.16 | -$108,746.13 | -32.48% |
Jill Grimes Centurion Wealth Management LLC | 8,835 | $352,393.46 | $210,184.65 | -$142,208.81 | -40.36% |
Alex Nunnamaker Schechter Investment Advisors LLC | 42,657.59 | $1.8M | $1.01M | -$781,284.69 | -43.5% |
Brian Dechow SWAN Capital LLC | 542 | $21,026.45 | $12,894.18 | -$8,132.27 | -38.68% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 22,807 | $841,578.3 | $542,578.53 | -$298,999.77 | -35.53% |
Anne Hudick Fee-Only Financial Planning, L.C. | 7,969 | $278,675.93 | $189,582.51 | -$89,093.42 | -31.97% |
Bert D. Barre Colonial Trust Co. / SC | 22,461 | $938,152.98 | $534,347.19 | -$403,805.79 | -43.04% |
Daniel Guy Ethos Financial Group LLC | 12,746 | $485,639.45 | $303,227.34 | -$182,412.11 | -37.56% |
| VL Victoria Latham Fiduciary Alliance LLC | 71,690 | $2.68M | $1.71M | -$975,035.22 | -36.37% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 612,350 | $21.6M | $14.57M | -$7.03M | -32.55% |
Loni Adams Daymark Wealth Partners LLC | 15,610 | $592,016.51 | $371,361.9 | -$220,654.61 | -37.27% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 17,669 | $624,703.54 | $420,345.51 | -$204,358.03 | -32.71% |
| YG Youse Guia DoubleLine ETF Adviser LP | 114,349 | $4.36M | $2.72M | -$1.64M | -37.67% |