| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Grimes Centurion Wealth Management LLC | 154,257 | $7.1M | $7.01M | -$84,819.54 | -1.2% |
Bert D. Barre Colonial Trust Co. / SC | 2,809 | $127,653.97 | $127,472.42 | -$181.55 | -0.14% |
Richard S. Levenson Western Financial Corp./CA | 13,400 | $620,006.42 | $609,030 | -$10,976.42 | -1.77% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 418,886 | $19.12M | $19.04M | -$82,619.48 | -0.43% |
Gary Dempsey Leslie Global Wealth LLC | 224,529 | $10.36M | $10.2M | -$157,169.94 | -1.52% |
Loni Adams Daymark Wealth Partners LLC | 30,286 | $1.37M | $1.38M | $3,593.11 | 0.26% |
Belena Vincetti Fortis Capital Advisors LLC | 13,293 | $620,542.68 | $604,166.85 | -$16,375.83 | -2.64% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 103,932 | $4.83M | $4.72M | -$104,836.94 | -2.17% |
Sheryl Stephens Stephens Consulting LLC | 182 | $8,471 | $8,271.9 | -$199.1 | -2.35% |
Dennis Wallace Fortune Financial Advisors LLC | 5,421 | $250,408.84 | $246,384.45 | -$4,024.39 | -1.61% |
| BG Becki Goebel TCP Asset Management LLC | 8,083 | $380,529.49 | $367,372.35 | -$13,157.14 | -3.46% |
| BP Brett Pohl Kingdom Financial Group LLC | 9,394 | $437,183.98 | $427,802.76 | -$9,381.22 | -2.15% |
Stephen Smith Kestra Investment Management LLC | 5.34M | $248.27M | $242.54M | -$5.73M | -2.31% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 81,828 | $3.78M | $3.72M | -$56,931.33 | -1.51% |
Kevin Gray Lodestar Private Asset Management LLC | 354,689 | $16.14M | $16.12M | -$22,837.7 | -0.14% |
Amy Ardeel Icon Wealth Advisors LLC | 1.43M | $65.12M | $64.93M | -$191,843.46 | -0.29% |
| TT Thaddeus Toal RCS Financial Planning LLC | 33,269 | $1.55M | $1.51M | -$36,029.76 | -2.33% |
Crystal McKeon TSA Wealth Managment LLC | 249,885 | $11.47M | $11.36M | -$112,558.56 | -0.98% |
Matthew Keyes Heritage Wealth Partners LLC | 21,948 | $1.01M | $997,536.6 | -$13,827.4 | -1.37% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 75,655 | $3.43M | $3.44M | $10,130.44 | 0.3% |