| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher M. Marks Sterling Investment Counsel LLC | 4,948 | $475,241.94 | $454,267.96 | -$20,973.98 | -4.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,954 | $3.03M | $3.12M | $89,482.53 | 2.95% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 201 | $18,809.69 | $18,443.46 | -$366.23 | -1.95% |
John DeMarco Trajan Wealth LLC | 18,495 | $1.66M | $1.7M | $37,714.17 | 2.27% |
| JB Jodi Burnett Invictus Private Wealth LLC | 7,531 | $687,177.21 | $691,044.56 | $3,867.35 | 0.56% |
Rodrigo Diaz Plan Group Financial LLC | 13,358 | $1.22M | $1.22M | $7,131.57 | 0.59% |
Amna Ali Khan GDS Wealth Management | 2,502 | $240,291.57 | $229,533.48 | -$10,758.09 | -4.48% |
Mark Mowrey Signature Resources Capital Management LLC | 10 | $964 | $914.8 | -$49.2 | -5.1% |
Rachel Faulk Cape Investment Advisory Inc. | 536 | $51,653.41 | $49,215.52 | -$2,437.89 | -4.72% |
Masakazu Kita Japan Science & Technology Agency | 2.5M | $237.97M | $228.7M | -$9.28M | -3.9% |
Mariana Coli Dunhill Financial LLC | 342 | $32,945.83 | $31,402.44 | -$1,543.39 | -4.68% |
Lukas Lindgren Abound Wealth Management | 9 | $858.86 | $826.29 | -$32.57 | -3.79% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,241 | $210,505.61 | $204,973.06 | -$5,532.55 | -2.63% |
Jill Grimes Centurion Wealth Management LLC | 2,320 | $219,753.33 | $212,314.8 | -$7,438.53 | -3.38% |
Bert D. Barre Colonial Trust Co. / SC | 158 | $14,633.96 | $14,502.82 | -$131.14 | -0.9% |
| RDL Rodrigo De La Garza Summa Corp. | 12,175 | $1.17M | $1.12M | -$49,235.52 | -4.22% |
Jade Franke Retirement Investment Advisors Inc. | 308,517 | $27.04M | $28.3M | $1.26M | 4.66% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 3,223 | $297,501.95 | $295,678.02 | -$1,823.93 | -0.61% |
Christopher Casanega Sharper & Granite LLC | 40,790 | $3.65M | $3.74M | $96,942.94 | 2.66% |
Belena Vincetti Fortis Capital Advisors LLC | 4,289 | $410,493.69 | $392,443.5 | -$18,050.19 | -4.4% |