| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 323 | $11,134.08 | $9,783.67 | -$1,350.41 | -12.13% |
Sherri Cooke Dakota Community Bank & Trust NA | 1,068 | $43,836.12 | $32,349.72 | -$11,486.4 | -26.2% |
Bert D. Barre Colonial Trust Co. / SC | 97 | $5,117.39 | $2,938.13 | -$2,179.26 | -42.59% |
Loni Adams Daymark Wealth Partners LLC | 17,795 | $741,178.26 | $539,010.55 | -$202,167.71 | -27.28% |
Brian Matter Creative Capital Management Investments LLC | 106 | $2,900.16 | $3,210.74 | $310.58 | 10.71% |
Sheryl Stephens Stephens Consulting LLC | 2,091 | $112,288.91 | $63,336.39 | -$48,952.52 | -43.6% |
Cornell P. Abod Beacon Investment Advisors LLC | 10,000 | $530,500 | $302,900 | -$227,600 | -42.9% |
Stephen Smith Kestra Investment Management LLC | 5,899 | $245,683 | $178,680.71 | -$67,002.29 | -27.27% |
Sue Oleari Trifecta Capital Advisors LLC | 400 | $20,185.57 | $12,116 | -$8,069.57 | -39.98% |
Scott Register Register Financial Advisors LLC | 9,488 | $355,834.7 | $287,391.52 | -$68,443.18 | -19.23% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 4,833 | $201,294.45 | $146,391.57 | -$54,902.88 | -27.27% |
Bree Pate Olisti Co. Wealth LLC | 442 | $10,334.19 | $13,388.18 | $3,053.99 | 29.55% |
Amy Ardeel Icon Wealth Advisors LLC | 8,515 | $354,649.75 | $257,919.35 | -$96,730.4 | -27.27% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 25,592 | $1.06M | $775,181.68 | -$287,326.64 | -27.04% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 957 | $39,868 | $28,987.53 | -$10,880.47 | -27.29% |
Darren Tapley New England Capital Financial Advisors LLC | 217 | $7,969.94 | $6,572.93 | -$1,397.01 | -17.53% |
Moises Valladares Insigneo Advisory Services LLC | 10,892 | $456,009.99 | $329,918.68 | -$126,091.31 | -27.65% |
Steven Trigili Garden State Investment Advisory Services LLC | 6,443 | $268,406 | $195,158.47 | -$73,247.53 | -27.29% |
| FFL Financial Freedom LLC Financial Freedom LLC | 128 | $6,301.11 | $3,877.12 | -$2,423.99 | -38.47% |
David Smith Linden Thomas Advisory Services LLC | 33,249 | $1.6M | $1.01M | -$592,773.91 | -37.05% |