| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GPB Greg P. Benner Vertex Planning Partners LLC | 262,029 | $12.09M | $11.66M | -$423,801.07 | -3.51% |
Rachel Faulk Cape Investment Advisory Inc. | 65,067 | $2.99M | $2.89M | -$97,417.31 | -3.26% |
| FIL FWG Investments LLC FWG Investments LLC | 42,136 | $1.94M | $1.87M | -$66,150.27 | -3.41% |
Mariana Coli Dunhill Financial LLC | 7 | $323.33 | $311.29 | -$12.04 | -3.72% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 55,163 | $2.52M | $2.45M | -$67,640.29 | -2.68% |
Jill Grimes Centurion Wealth Management LLC | 257,150 | $11.63M | $11.42M | -$211,029.91 | -1.81% |
Bert D. Barre Colonial Trust Co. / SC | 2,809 | $127,653.97 | $124,944.32 | -$2,709.65 | -2.12% |
Richard S. Levenson Western Financial Corp./CA | 17,851 | $816,245.88 | $793,209.18 | -$23,036.7 | -2.82% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 521,252 | $23.63M | $23.18M | -$454,226 | -1.92% |
Gary Dempsey Leslie Global Wealth LLC | 224,529 | $10.36M | $9.99M | -$369,349.85 | -3.56% |
Loni Adams Daymark Wealth Partners LLC | 30,286 | $1.37M | $1.35M | -$26,087.17 | -1.9% |
Belena Vincetti Fortis Capital Advisors LLC | 13,293 | $620,542.68 | $590,408.59 | -$30,134.09 | -4.86% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 15,943 | $736,407.13 | $709,543.21 | -$26,863.92 | -3.65% |
Sheryl Stephens Stephens Consulting LLC | 182 | $8,471 | $8,085.35 | -$385.65 | -4.55% |
Dennis Wallace Fortune Financial Advisors LLC | 5,421 | $250,408.84 | $241,320.15 | -$9,088.69 | -3.63% |
| BG Becki Goebel TCP Asset Management LLC | 8,083 | $380,529.49 | $359,895.57 | -$20,633.92 | -5.42% |
| BP Brett Pohl Kingdom Financial Group LLC | 9,394 | $437,183.98 | $417,751.18 | -$19,432.8 | -4.44% |
Stephen Smith Kestra Investment Management LLC | 5.34M | $248.27M | $237.12M | -$11.14M | -4.49% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 81,828 | $3.78M | $3.64M | -$138,759.33 | -3.67% |
Kevin Gray Lodestar Private Asset Management LLC | 354,689 | $16.14M | $15.79M | -$354,471.92 | -2.2% |