| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 309 | $33,900.8 | $29,722.71 | -$4,178.09 | -12.32% |
Drew Phillips Fortitude Family Office LLC | 403 | $42,863.76 | $38,764.57 | -$4,099.19 | -9.56% |
Matthew Zienty Cardinal Point Capital Management ULC | 31,552 | $3.14M | $3.03M | -$108,204.6 | -3.44% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,520 | $695,485.7 | $723,348.8 | $27,863.1 | 4.01% |
Scott Crane Crane Advisory LLC | 2,964 | $308,279.77 | $285,107.16 | -$23,172.61 | -7.52% |
Jill Grimes Centurion Wealth Management LLC | 3,727 | $362,679.59 | $358,500.13 | -$4,179.46 | -1.15% |
Alex Nunnamaker Schechter Investment Advisors LLC | 16,966 | $1.71M | $1.63M | -$73,943.18 | -4.33% |
Brian Dechow SWAN Capital LLC | 211 | $20,868.7 | $20,296.09 | -$572.61 | -2.74% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,641 | $350,594.29 | $350,227.79 | -$366.5 | -0.1% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 2,100 | $256,956 | $201,999 | -$54,957 | -21.39% |
Bert D. Barre Colonial Trust Co. / SC | 29,137 | $2.81M | $2.8M | -$5,066.51 | -0.18% |
Daniel Guy Ethos Financial Group LLC | 2,855 | $329,696.04 | $274,622.45 | -$55,073.59 | -16.7% |
Victoria Latham Fiduciary Alliance LLC | 4,965 | $543,050.95 | $477,583.35 | -$65,467.6 | -12.06% |
Nolan Hoffmeyer Thematics Asset Management | 33,564 | $3.08M | $3.23M | $151,119.66 | 4.91% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,565 | $400,517.93 | $342,917.35 | -$57,600.58 | -14.38% |
Loni Adams Daymark Wealth Partners LLC | 55,769 | $4.93M | $5.36M | $431,167.31 | 8.74% |
Jessica Thayer Unique Wealth LLC | 2,526 | $254,144.79 | $242,975.94 | -$11,168.85 | -4.39% |
Brian Matter Creative Capital Management Investments LLC | 934 | $85,130.25 | $89,841.46 | $4,711.21 | 5.53% |
Michael Snyder Beaumont Financial Advisors LLC | 12,739 | $1.27M | $1.23M | -$41,842.57 | -3.3% |
Belena Vincetti Fortis Capital Advisors LLC | 3,477 | $344,853.81 | $334,452.63 | -$10,401.18 | -3.02% |