| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 296 | $27,992.31 | $26,743.6 | -$1,248.71 | -4.46% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 210 | $20,128.28 | $18,988.2 | -$1,140.08 | -5.66% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 3,163 | $306,984.8 | $285,666.34 | -$21,318.46 | -6.94% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 5,140 | $494,262.4 | $464,913 | -$29,349.4 | -5.94% |
Mariana Coli Dunhill Financial LLC | 61 | $5,781.24 | $5,511.35 | -$269.89 | -4.67% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 186 | $16,612 | $16,815.33 | $203.33 | 1.22% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 18,572 | $1.76M | $1.68M | -$80,460.72 | -4.58% |
| RR Roberto Roman MGO Private Wealth LLC | 4,576 | $439,929.16 | $413,533.12 | -$26,396.04 | -6% |
Bert D. Barre Colonial Trust Co. / SC | 608 | $59,231.47 | $54,938.88 | -$4,292.59 | -7.25% |
Daniel Guy Ethos Financial Group LLC | 13,729 | $1.27M | $1.24M | -$29,869.23 | -2.35% |
Victoria Latham Fiduciary Alliance LLC | 8,097 | $783,757.54 | $730,916.19 | -$52,841.35 | -6.74% |
| RDL Rodrigo De La Garza Summa Corp. | 13,827 | $1.33M | $1.25M | -$81,513.78 | -6.12% |
Loni Adams Daymark Wealth Partners LLC | 30,487 | $2.91M | $2.76M | -$156,513.95 | -5.37% |
Dennis Wallace Fortune Financial Advisors LLC | 9,945 | $960,585.6 | $899,574.97 | -$61,010.63 | -6.35% |
| BG Becki Goebel TCP Asset Management LLC | 9,076 | $880,398.99 | $820,924.2 | -$59,474.79 | -6.76% |
| BP Brett Pohl Kingdom Financial Group LLC | 104 | $9,835 | $9,403.14 | -$431.86 | -4.39% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 6,682 | $639,940.33 | $604,521.21 | -$35,419.12 | -5.53% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 15,818 | $1.52M | $1.43M | -$92,141.79 | -6.06% |
Amy Hart Phillips Wealth Planners LLC | 2,565 | $245,796.87 | $232,004.25 | -$13,792.62 | -5.61% |
Scott Register Register Financial Advisors LLC | 197 | $18,197.98 | $17,764.47 | -$433.51 | -2.38% |