| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 11,145 | $854,348.76 | $711,831.15 | -$142,517.61 | -16.68% |
Timothy Taylor TCM Advisors LLC | 9,818 | $790,015.39 | $625,995.68 | -$164,019.71 | -20.76% |
William Jollie Quent Capital LLC | 696 | $44,051.84 | $44,453.52 | $401.68 | 0.91% |
Katie Christensen iSAM Funds UKK) Ltd | 5,600 | $375,088 | $352,296 | -$22,792 | -6.08% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,280 | $112,780.8 | $80,172.8 | -$32,608 | -28.91% |
| TL Tradewinds LLC Tradewinds LLC | 2,334 | $147,158.8 | $147,497.13 | $338.33 | 0.23% |
CJ Harrison DecisionPoint Financial LLC | 4 | $302.25 | $255.48 | -$46.77 | -15.47% |
Anu Prabhu Altrius Capital Management Inc. | 82,119 | $6.45M | $5.2M | -$1.25M | -19.32% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 58,670 | $3.93M | $3.7M | -$233,799.95 | -5.95% |
Rachel Faulk Cape Investment Advisory Inc. | 10 | $648 | $638.7 | -$9.3 | -1.44% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 313 | $20,028.86 | $19,528.07 | -$500.79 | -2.5% |
Mariana Coli Dunhill Financial LLC | 5 | $419.55 | $319.35 | -$100.2 | -23.88% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 515 | $32,872 | $32,056.17 | -$815.83 | -2.48% |
Lukas Lindgren Abound Wealth Management | 6 | $455.5 | $381.96 | -$73.54 | -16.14% |
Drew Phillips Fortitude Family Office LLC | 126 | $11,291.87 | $8,047.62 | -$3,244.25 | -28.73% |
Bert D. Barre Colonial Trust Co. / SC | 169 | $18,878.29 | $10,699.39 | -$8,178.9 | -43.32% |
Brian Matter Creative Capital Management Investments LLC | 39 | $2,612.22 | $2,490.93 | -$121.29 | -4.64% |
Stephen Smith Kestra Investment Management LLC | 5,279 | $402,902.95 | $330,650.16 | -$72,252.79 | -17.93% |
Sue Oleari Trifecta Capital Advisors LLC | 2 | $134 | $125.33 | -$8.67 | -6.47% |
David Stevens Stevens Capital Partners | 5,022 | $336,395 | $317,340.18 | -$19,054.82 | -5.66% |