| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edward Lowndes Angeles Wealth Management LLC | 8,342 | $352,115.82 | $346,193 | -$5,922.82 | -1.68% |
Vito Collacuro Sutton Place Investors LLC | 175,236 | $7.3M | $7.27M | -$24,374.23 | -0.33% |
| TL Tradewinds LLC Tradewinds LLC | 1,561 | $65,889.81 | $64,555.15 | -$1,334.66 | -2.03% |
Jeffrey Jones Cypress Financial Planning LLC | 36,546 | $1.55M | $1.52M | -$37,076.77 | -2.39% |
CJ Harrison DecisionPoint Financial LLC | 701,524 | $29.29M | $29.11M | -$180,397.07 | -0.62% |
Rodrigo Diaz Plan Group Financial LLC | 25,685 | $1.09M | $1.06M | -$26,408.11 | -2.43% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 101,925 | $4.22M | $4.22M | -$2,179.68 | -0.05% |
Elizabeth Barrett Sterling Wealth Advisors Inc. | 296,233 | $12.47M | $12.29M | -$172,468.73 | -1.38% |
Rachel Faulk Cape Investment Advisory Inc. | 100 | $4,221 | $4,150 | -$71 | -1.68% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 269,657 | $11.39M | $11.23M | -$158,582.62 | -1.39% |
Rebecca Sierp WPWealth LLP | 2.06M | $86.25M | $85.18M | -$1.07M | -1.24% |
Brian Dechow SWAN Capital LLC | 743 | $31,362 | $30,737.91 | -$624.09 | -1.99% |
Bert D. Barre Colonial Trust Co. / SC | 378 | $16,027.2 | $15,634.08 | -$393.12 | -2.45% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 25,307 | $1.09M | $1.05M | -$46,691.4 | -4.27% |
Victoria Latham Fiduciary Alliance LLC | 58,769 | $2.49M | $2.43M | -$58,261.78 | -2.34% |
Mark Meredith Meredith Wealth Planning | 376,067 | $15.81M | $15.55M | -$254,495.04 | -1.61% |
Kellie Borror Daner Wealth Management LLC | 308,556 | $12.85M | $12.76M | -$85,727.32 | -0.67% |
Brian Matter Creative Capital Management Investments LLC | 1.5M | $62.8M | $61.82M | -$981,774.02 | -1.56% |
Lyndsay Goody Onyx Financial Advisors LLC | 109,828 | $4.62M | $4.54M | -$76,733.59 | -1.66% |
Patrick D. Hayes Canopy Partners LLC | 78,586 | $3.27M | $3.25M | -$21,893.98 | -0.67% |