| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 1,712 | $30,725.3 | $29,207.23 | -$1,518.07 | -4.94% |
| LWL Leo Wealth LLC Leo Wealth LLC | 21,353 | $379,024 | $364,388.94 | -$14,635.06 | -3.86% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 13,370 | $237,819.01 | $229,094.95 | -$8,724.06 | -3.67% |
| EM Erin Mccann Simplicity Wealth LLC | 75,883 | $1.36M | $1.3M | -$60,326.99 | -4.45% |
Daniel Bennett APS Management Group Inc. | 95,997 | $1.75M | $1.64M | -$101,634.89 | -5.82% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 824 | $14,626 | $14,061.56 | -$564.44 | -3.86% |
Molly Crider Walker Asset Management LLC | 105,325 | $1.82M | $1.8M | -$16,735.13 | -0.92% |
Scott Williams Investmark Advisory Group LLC | 16,164 | $291,633.87 | $276,808.5 | -$14,825.37 | -5.08% |
Amanda Hawley Atria Wealth Solutions Inc. | 157,272 | $2.77M | $2.69M | -$76,198.35 | -2.76% |
Jeffrey Gilbert Balboa Wealth Partners | 18,241 | $325,153.65 | $311,373.87 | -$13,779.78 | -4.24% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 969 | $16,279 | $16,555.36 | $276.36 | 1.7% |
Brad Saenz Coastwise Capital Group LLC | 23,919 | $447,737.67 | $409,254.09 | -$38,483.58 | -8.6% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 125,201 | $2.28M | $2.14M | -$143,957.15 | -6.3% |
Rachel Faulk Cape Investment Advisory Inc. | 700 | $12,516 | $11,970 | -$546 | -4.36% |
Mariana Coli Dunhill Financial LLC | 2,742 | $47,289.05 | $46,888.2 | -$400.85 | -0.85% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 21,149 | $384,664.4 | $361,224.92 | -$23,439.48 | -6.09% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 695,005 | $12.52M | $11.87M | -$646,396.39 | -5.16% |
Bert D. Barre Colonial Trust Co. / SC | 299 | $5,023.2 | $5,108.41 | $85.21 | 1.7% |
Daniel Guy Ethos Financial Group LLC | 151,554 | $2.69M | $2.59M | -$103,814.99 | -3.86% |
Loni Adams Daymark Wealth Partners LLC | 21,019 | $375,703.25 | $359,214.71 | -$16,488.54 | -4.39% |