| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Albert Moore First National Advisers LLC | 7,016 | $348,959.12 | $316,632.08 | -$32,327.04 | -9.26% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 5,781 | $238,870.92 | $260,896.53 | $22,025.61 | 9.22% |
Anita Woodhouse V-Square Quantitative Management LLC | 10,768 | $450,219.44 | $485,959.84 | $35,740.4 | 7.94% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 309,012 | $14.09M | $13.95M | -$140,870.94 | -1% |
Rachel Faulk Cape Investment Advisory Inc. | 341 | $14,106 | $15,021.05 | $915.05 | 6.49% |
Mariana Coli Dunhill Financial LLC | 31 | $1,203.66 | $1,332.07 | $128.41 | 10.67% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,251 | $47,098.22 | $56,457.63 | $9,359.41 | 19.87% |
Lukas Lindgren Abound Wealth Management | 32 | $1,484.67 | $1,444.16 | -$40.51 | -2.73% |
Drew Phillips Fortitude Family Office LLC | 1,560 | $65,266.75 | $70,402.8 | $5,136.05 | 7.87% |
Brian Dechow SWAN Capital LLC | 280 | $11,508.32 | $12,560.8 | $1,052.48 | 9.15% |
Bert D. Barre Colonial Trust Co. / SC | 1,331 | $54,885.25 | $60,374.16 | $5,488.91 | 10% |
Loni Adams Daymark Wealth Partners LLC | 24,970 | $1.02M | $1.13M | $104,958.71 | 10.27% |
Brian Matter Creative Capital Management Investments LLC | 168 | $6,941.76 | $7,581.84 | $640.08 | 9.22% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 6,584 | $315,520.65 | $297,135.92 | -$18,384.73 | -5.83% |
| QS Quentin Stoker Gallacher Capital Management LLC | 14,424 | $725,808.32 | $650,955.12 | -$74,853.2 | -10.31% |
Sheryl Stephens Stephens Consulting LLC | 3,000 | $112,166.46 | $135,390 | $23,223.54 | 20.7% |
Cornell P. Abod Beacon Investment Advisors LLC | 10,987 | $453,993 | $492,876.82 | $38,883.82 | 8.56% |
Stephen Smith Kestra Investment Management LLC | 37,603 | $1.74M | $1.66M | -$81,346.02 | -4.68% |
Scott Register Register Financial Advisors LLC | 6,385 | $317,419.91 | $288,155.05 | -$29,264.86 | -9.22% |
Bree Pate Olisti Co. Wealth LLC | 4,778 | $193,901.93 | $215,631.14 | $21,729.21 | 11.21% |