| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 176 | $29,576.01 | $26,660.48 | -$2,915.53 | -9.86% |
| SS Sheryl Stephens Stephens Consulting LLC | 5 | $913 | $757.4 | -$155.6 | -17.04% |
Amy Hart Phillips Wealth Planners LLC | 1,598 | $278,799.01 | $242,065.04 | -$36,733.97 | -13.18% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 642 | $101,462 | $97,519.8 | -$3,942.2 | -3.89% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 1,790 | $314,900.49 | $271,901 | -$42,999.49 | -13.65% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1 | $159 | $151.9 | -$7.1 | -4.47% |
Andy Peters Goldstein Advisors LLC | 1,302 | $205,768 | $197,773.8 | -$7,994.2 | -3.89% |
Ashley Buboltz Moran Wealth Management LLC | 23,320 | $4.22M | $3.55M | -$671,368.31 | -15.9% |
Andrew Lewis Genesis Private Wealth LLC | 1,787 | $324,527.54 | $274,593.64 | -$49,933.9 | -15.39% |
| DS David Smith Linden Thomas Advisory Services LLC | 9,594 | $1.67M | $1.42M | -$241,833.39 | -14.51% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 104 | $18,035.94 | $15,875.6 | -$2,160.34 | -11.98% |
Kevin Kroskey True Wealth Design LLC | 184 | $30,296.6 | $27,318.48 | -$2,978.12 | -9.83% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 1,342 | $209,929 | $204,359.76 | -$5,569.24 | -2.65% |
Lison Couture iA Global Asset Management Inc. | 4,911 | $776,134.44 | $747,847.08 | -$28,287.36 | -3.64% |
| DD Damir Durkovic Entropy Technologies, LP | 26,347 | $4.16M | $4.03M | -$138,585.34 | -3.33% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 22 | $3,477.03 | $3,361.16 | -$115.87 | -3.33% |
Alexandra Stickelman Root Financial Partners, LLC | 199 | $31,758.32 | $30,403.22 | -$1,355.1 | -4.27% |
Staci Compagno Portside Wealth Group, LLC | 1,680 | $293,168.03 | $254,646 | -$38,522.03 | -13.14% |
Courtney Holt Compound Planning, Inc. | 1,943 | $347,501.49 | $296,851.54 | -$50,649.95 | -14.58% |
Ian Wang Plato Investment Management Ltd | 2,013 | $318,320 | $307,546.14 | -$10,773.86 | -3.38% |