| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 22 | $1,161 | $1,129.81 | -$31.19 | -2.69% |
John DeMarco Trajan Wealth LLC | 41,430 | $2.13M | $2.12M | -$8,117.3 | -0.38% |
Abraham Martinez Amara Financial LLC | 117,911 | $6.22M | $6.05M | -$163,089.04 | -2.62% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 35,005 | $1.82M | $1.79M | -$26,511.86 | -1.46% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 500 | $25,850 | $25,620 | -$230 | -0.89% |
Janelle Anderson Grand Wealth Management LLC | 26,940 | $1.38M | $1.38M | $2,665.09 | 0.19% |
Brook Hart Presilium Private Wealth LLC | 398,214 | $20.36M | $20.46M | $97,565.3 | 0.48% |
Rachel Faulk Cape Investment Advisory Inc. | 2,075 | $108,582.71 | $106,592.75 | -$1,989.96 | -1.83% |
Mariana Coli Dunhill Financial LLC | 12 | $628.33 | $616.44 | -$11.89 | -1.89% |
Lukas Lindgren Abound Wealth Management | 1,105 | $58,290.04 | $56,758.32 | -$1,531.72 | -2.63% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 9,324 | $473,527.81 | $477,761.76 | $4,233.95 | 0.89% |
Alex Nunnamaker Schechter Investment Advisors LLC | 14,537 | $783,240.24 | $744,875.88 | -$38,364.36 | -4.9% |
Bert D. Barre Colonial Trust Co. / SC | 2,132 | $108,351.48 | $109,488.86 | $1,137.38 | 1.05% |
David Kennon David Kennon Inc | 65,285 | $3.43M | $3.35M | -$79,171.33 | -2.31% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 6,455 | $322,717.99 | $331,593.35 | $8,875.36 | 2.75% |
Victoria Latham Fiduciary Alliance LLC | 16,115 | $844,728.23 | $825,732.6 | -$18,995.63 | -2.25% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,531 | $228,921.59 | $232,168.44 | $3,246.85 | 1.42% |
Loni Adams Daymark Wealth Partners LLC | 4,946 | $247,919.25 | $253,977.1 | $6,057.85 | 2.44% |
Michael Snyder Beaumont Financial Advisors LLC | 14,347 | $728,718.88 | $735,140.28 | $6,421.4 | 0.88% |
Belena Vincetti Fortis Capital Advisors LLC | 6,194 | $328,091.89 | $317,380.56 | -$10,711.33 | -3.26% |