| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Hunter Horizons Wealth Management | 407 | $90,725.9 | $81,334.88 | -$9,391.02 | -10.35% |
Anita Woodhouse V-Square Quantitative Management LLC | 12,345 | $2.86M | $2.47M | -$393,033.79 | -13.74% |
Christopher Borris Hook Mi LLCapital Partners LP | 1,290 | $311,096.4 | $257,793.6 | -$53,302.8 | -17.13% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 172,095 | $43.07M | $34.39M | -$8.68M | -20.15% |
Rachel Faulk Cape Investment Advisory Inc. | 738 | $162,632 | $147,481.92 | -$15,150.08 | -9.32% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 284 | $50,263.3 | $56,754.56 | $6,491.26 | 12.91% |
Mariana Coli Dunhill Financial LLC | 1,241 | $283,915.31 | $247,629.13 | -$36,286.18 | -12.78% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 113 | $27,290.3 | $22,854.25 | -$4,436.05 | -16.26% |
Lukas Lindgren Abound Wealth Management | 157 | $37,814.83 | $31,327.78 | -$6,487.05 | -17.15% |
Drew Phillips Fortitude Family Office LLC | 290 | $76,817.27 | $57,866.6 | -$18,950.67 | -24.67% |
Matthew Zienty Cardinal Point Capital Management ULC | 1,405 | $312,463.28 | $280,438 | -$32,025.28 | -10.25% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,794 | $1.03M | $956,882.4 | -$74,895.36 | -7.26% |
Jill Grimes Centurion Wealth Management LLC | 1,094 | $219,318.04 | $218,296.75 | -$1,021.29 | -0.47% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,812 | $1.05M | $960,475.2 | -$93,004.13 | -8.83% |
Brian Dechow SWAN Capital LLC | 390 | $86,468.78 | $77,844 | -$8,624.78 | -9.97% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,333 | $316,906.92 | $269,126.03 | -$47,780.89 | -15.08% |
Bert D. Barre Colonial Trust Co. / SC | 8,945 | $2.16M | $1.79M | -$379,375.16 | -17.52% |
Daniel Guy Ethos Financial Group LLC | 3,952 | $874,647.84 | $788,819.2 | -$85,828.64 | -9.81% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,046 | $283,309.06 | $211,553.5 | -$71,755.56 | -25.33% |
Victoria Latham Fiduciary Alliance LLC | 7,720 | $1.87M | $1.54M | -$333,231.61 | -17.78% |