| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DP Drew Phillips Fortitude Family Office LLC | 506 | $75,605.07 | $71,275.16 | -$4,329.91 | -5.73% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 12,797 | $2.07M | $1.8M | -$263,335.52 | -12.75% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,631 | $499,001.04 | $652,230.04 | $153,229 | 30.71% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,829 | $250,848.41 | $257,596.36 | $6,747.95 | 2.69% |
Bert D. Barre Colonial Trust Co. / SC | 552 | $74,186.96 | $77,754.72 | $3,567.76 | 4.81% |
| VL Victoria Latham Fiduciary Alliance LLC | 6,610 | $984,962.7 | $930,952.4 | -$54,010.3 | -5.48% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,366 | $203,805.38 | $192,387.44 | -$11,417.94 | -5.6% |
Loni Adams Daymark Wealth Partners LLC | 13,431 | $2.09M | $1.89M | -$200,554.63 | -9.58% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 4,456 | $713,400.9 | $627,672.16 | -$85,728.74 | -12.02% |
| HS Holly Skipper Verum Partners LLC | 1,686 | $276,420.89 | $237,489.96 | -$38,930.93 | -14.08% |
Marc White Clarendon Private LLC | 1,567 | $246,458 | $220,727.62 | -$25,730.38 | -10.44% |
| BP Brett Pohl Kingdom Financial Group LLC | 19 | $3,155.72 | $2,676.34 | -$479.38 | -15.19% |
| SS Stephen Smith Kestra Investment Management LLC | 1,644 | $264,799.64 | $231,573.84 | -$33,225.8 | -12.55% |
Amy Hart Phillips Wealth Planners LLC | 3,545 | $492,185.13 | $499,348.7 | $7,163.57 | 1.46% |
Bree Pate Olisti Co. Wealth LLC | 86 | $13,929 | $12,224.04 | -$1,704.96 | -12.24% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,383 | $872,764.55 | $758,249.38 | -$114,515.17 | -13.12% |
Amy Ardeel Icon Wealth Advisors LLC | 5,503 | $917,258.15 | $775,592.82 | -$141,665.33 | -15.44% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,271 | $357,183 | $320,074.74 | -$37,108.26 | -10.39% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 2,005 | $311,526.12 | $282,584.7 | -$28,941.42 | -9.29% |
Jeffrey Hanson Breakwater Capital Group | 2,442 | $421,607.01 | $344,175.48 | -$77,431.53 | -18.37% |