| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 1,967 | $276,518.55 | $263,400.97 | -$13,117.58 | -4.74% |
Bert D. Barre Colonial Trust Co. / SC | 1,600 | $237,693.21 | $214,384 | -$23,309.21 | -9.81% |
Morgan Carter RFP Financial Group LLC | 3,375 | $566,861.33 | $451,777.5 | -$115,083.83 | -20.3% |
Brian Matter Creative Capital Management Investments LLC | 27 | $3,185.46 | $3,604.77 | $419.31 | 13.16% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 2,591 | $273,998.04 | $345,924.38 | $71,926.34 | 26.25% |
Belena Vincetti Fortis Capital Advisors LLC | 2,700 | $285,525 | $361,368 | $75,843 | 26.56% |
Cornell P. Abod Beacon Investment Advisors LLC | 7,156 | $1.03M | $963,197.6 | -$69,991.32 | -6.77% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 2,692 | $386,341.28 | $360,620.32 | -$25,720.96 | -6.66% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,459 | $411,529.79 | $462,053.22 | $50,523.43 | 12.28% |
Stephen Smith Kestra Investment Management LLC | 2,125 | $252,936 | $283,900 | $30,964 | 12.24% |
Scott Register Register Financial Advisors LLC | 5,500 | $648,890 | $735,240 | $86,350 | 13.31% |
Bree Pate Olisti Co. Wealth LLC | 146 | $17,986.33 | $19,558.16 | $1,571.83 | 8.74% |
Timothy J. Videnka Forza Wealth Management LLC | 5,883 | $895,943.86 | $791,940.04 | -$104,003.82 | -11.61% |
Amy Ardeel Icon Wealth Advisors LLC | 1,728 | $203,869.44 | $231,275.52 | $27,406.08 | 13.44% |
Joshua A. Kennon Kennon-Green & Company LLC | 3,639 | $627,309.38 | $487,553.22 | -$139,756.16 | -22.28% |
Moises Valladares Insigneo Advisory Services LLC | 3,445 | $455,624.67 | $461,664.45 | $6,039.78 | 1.33% |
| LK Lenny Kisin Applied Capital LLC/FL | 13,369 | $2.23M | $1.79M | -$440,203.67 | -19.75% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 2,535 | $428,997.91 | $338,092.95 | -$90,904.96 | -21.19% |
David Smith Linden Thomas Advisory Services LLC | 15,717 | $2.53M | $2.1M | -$429,374.71 | -16.98% |
Philip Rc Dudley Dudley Capital Management LLC | 16,414 | $2.85M | $2.2M | -$645,644.55 | -22.67% |