| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 8,945 | $2.16M | $1.75M | -$412,113.86 | -19.04% |
Daniel Guy Ethos Financial Group LLC | 3,952 | $874,647.84 | $777,970.96 | -$96,676.88 | -11.05% |
Victoria Latham Fiduciary Alliance LLC | 7,431 | $1.81M | $1.46M | -$345,789.2 | -19.12% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 65,198 | $13.28M | $12.86M | -$416,104.86 | -3.13% |
Loni Adams Daymark Wealth Partners LLC | 23,718 | $4.83M | $4.66M | -$172,283.64 | -3.56% |
Brian Matter Creative Capital Management Investments LLC | 684 | $148,161.05 | $133,872.48 | -$14,288.57 | -9.64% |
Michael Snyder Beaumont Financial Advisors LLC | 2,402 | $556,922.15 | $474,202.84 | -$82,719.31 | -14.85% |
Erik Brenner Hilltop Partners LLC | 1,363 | $276,135.99 | $269,328.8 | -$6,807.19 | -2.47% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 2,416 | $624,043.64 | $471,905.2 | -$152,138.44 | -24.38% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 936 | $250,172.65 | $185,599.44 | -$64,573.21 | -25.81% |
Holly Skipper Verum Partners LLC | 7,032 | $1.44M | $1.4M | -$33,097.89 | -2.3% |
Patrick D. Hayes Canopy Partners LLC | 2,671 | $630,261.64 | $528,964.84 | -$101,296.8 | -16.07% |
Marc White Clarendon Private LLC | 2,674 | $641,648.81 | $523,355.28 | -$118,293.53 | -18.44% |
| BP Brett Pohl Kingdom Financial Group LLC | 7 | $1,653.91 | $1,375.57 | -$278.34 | -16.83% |
Sue Oleari Trifecta Capital Advisors LLC | 3,933 | $849,656.51 | $774,820.66 | -$74,835.85 | -8.81% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 7,294 | $1.68M | $1.44M | -$244,615.87 | -14.56% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,179 | $249,101.76 | $233,760.33 | -$15,341.43 | -6.16% |
Timothy J. Videnka Forza Wealth Management LLC | 4,407 | $956,121.27 | $878,888.01 | -$77,233.26 | -8.08% |
Amy Ardeel Icon Wealth Advisors LLC | 4,381 | $1.19M | $863,933.2 | -$321,870.63 | -27.14% |
John J. Edwards Breed's Hi LLCapital LLC | 965 | $232,238.29 | $192,700.85 | -$39,537.44 | -17.02% |