| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 24,131 | $7.39M | $7.39M | $4,788.59 | 0.06% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 4,990 | $1.93M | $1.54M | -$387,566.59 | -20.12% |
Daniel Guy Ethos Financial Group LLC | 4,961 | $1.88M | $1.47M | -$412,336.75 | -21.95% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,779 | $576,375.11 | $548,358.94 | -$28,016.17 | -4.86% |
Victoria Latham Fiduciary Alliance LLC | 27,387 | $9.72M | $8.09M | -$1.63M | -16.73% |
Morgan Carter RFP Financial Group LLC | 14,670 | $5.35M | $4.48M | -$874,479.72 | -16.33% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 8,140 | $2.6M | $2.41M | -$194,551.95 | -7.48% |
Loni Adams Daymark Wealth Partners LLC | 95,654 | $30.66M | $29.36M | -$1.3M | -4.23% |
Jessica Thayer Unique Wealth LLC | 2,664 | $853,261.87 | $783,002.91 | -$70,258.96 | -8.23% |
Brian Matter Creative Capital Management Investments LLC | 1,204 | $381,286.1 | $371,120.96 | -$10,165.14 | -2.67% |
Michael Snyder Beaumont Financial Advisors LLC | 6,291 | $2.01M | $1.86M | -$153,897.33 | -7.65% |
Erik Brenner Hilltop Partners LLC | 579 | $213,653.96 | $171,100.3 | -$42,553.66 | -19.92% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 586 | $227,948.14 | $173,168.86 | -$54,779.28 | -24.03% |
Holly Skipper Verum Partners LLC | 5,333 | $1.77M | $1.57M | -$198,268.22 | -11.23% |
Belena Vincetti Fortis Capital Advisors LLC | 6,137 | $2.18M | $1.81M | -$370,870.61 | -16.98% |
Jeffrey D. Munjack JDM Financial Group LLC | 30 | $10,637.22 | $8,865.3 | -$1,771.92 | -16.66% |
Patrick D. Hayes Canopy Partners LLC | 1,720 | $618,062.31 | $505,542.42 | -$112,519.89 | -18.21% |
Adam Laibson Mainsail Financial Group LLC | 2,963 | $973,497.21 | $907,922.46 | -$65,574.75 | -6.74% |
Marc White Clarendon Private LLC | 1,142 | $424,702.84 | $337,472.42 | -$87,230.42 | -20.54% |
Sheryl Stephens Stephens Consulting LLC | 1,221 | $470,851.91 | $360,817.72 | -$110,034.19 | -23.37% |