| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 1,967 | $276,518.55 | $244,635.79 | -$31,882.76 | -11.53% |
Bert D. Barre Colonial Trust Co. / SC | 1,600 | $237,693.21 | $215,264 | -$22,429.21 | -9.44% |
Morgan Carter RFP Financial Group LLC | 3,375 | $566,861.33 | $455,726.25 | -$111,135.08 | -19.61% |
Brian Matter Creative Capital Management Investments LLC | 27 | $3,185.46 | $3,357.99 | $172.53 | 5.42% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 3,116 | $329,516.75 | $387,536.92 | $58,020.17 | 17.61% |
Belena Vincetti Fortis Capital Advisors LLC | 2,700 | $285,525 | $335,799 | $50,274 | 17.61% |
Cornell P. Abod Beacon Investment Advisors LLC | 7,156 | $1.03M | $958,975.56 | -$74,213.36 | -7.18% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 2,717 | $390,214.52 | $337,913.29 | -$52,301.23 | -13.4% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,459 | $411,529.79 | $469,230.64 | $57,700.85 | 14.02% |
Stephen Smith Kestra Investment Management LLC | 2,125 | $252,936 | $264,286.25 | $11,350.25 | 4.49% |
Scott Register Register Financial Advisors LLC | 5,500 | $648,890 | $684,035 | $35,145 | 5.42% |
Bree Pate Olisti Co. Wealth LLC | 146 | $17,986.33 | $18,158.02 | $171.69 | 0.95% |
Timothy J. Videnka Forza Wealth Management LLC | 5,883 | $895,943.86 | $731,668.71 | -$164,275.15 | -18.34% |
Amy Ardeel Icon Wealth Advisors LLC | 1,728 | $203,869.44 | $214,911.36 | $11,041.92 | 5.42% |
Joshua A. Kennon Kennon-Green & Company LLC | 9,164 | $1.59M | $1.22M | -$369,064.53 | -23.27% |
Moises Valladares Insigneo Advisory Services LLC | 3,445 | $455,624.67 | $465,178.35 | $9,553.68 | 2.1% |
| LK Lenny Kisin Applied Capital LLC/FL | 13,567 | $2.26M | $1.69M | -$575,735.68 | -25.44% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 2,535 | $428,997.91 | $343,885.42 | -$85,112.49 | -19.84% |
David Smith Linden Thomas Advisory Services LLC | 15,717 | $2.53M | $1.95M | -$573,971.11 | -22.7% |
Philip Rc Dudley Dudley Capital Management LLC | 16,414 | $2.85M | $2.04M | -$806,583.82 | -28.32% |