| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 1,156 | $108,050.16 | $107,415.52 | -$634.64 | -0.59% |
Richard S. Levenson Western Financial Corp./CA | 4,150 | $385,462.19 | $385,618 | $155.81 | 0.04% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 39,498 | $3.69M | $3.67M | -$22,076.03 | -0.6% |
Victoria Latham Fiduciary Alliance LLC | 3,532 | $333,024.94 | $328,193.44 | -$4,831.5 | -1.45% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 20,689 | $1.95M | $1.92M | -$31,956.28 | -1.64% |
Christopher Casanega Sharper & Granite LLC | 3,155 | $300,418.9 | $293,162.6 | -$7,256.3 | -2.42% |
Belena Vincetti Fortis Capital Advisors LLC | 4,868 | $463,220.91 | $452,334.56 | -$10,886.35 | -2.35% |
Marc White Clarendon Private LLC | 8,697 | $798,589.08 | $808,125.24 | $9,536.16 | 1.19% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,788 | $265,216.38 | $260,036.76 | -$5,179.62 | -1.95% |
Stephen Smith Kestra Investment Management LLC | 395,483 | $37.36M | $36.9M | -$458,570.86 | -1.23% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 4,294 | $405,868.88 | $400,200.8 | -$5,668.08 | -1.4% |
Bree Pate Olisti Co. Wealth LLC | 33 | $3,142 | $3,066.36 | -$75.64 | -2.41% |
Kevin Gray Lodestar Private Asset Management LLC | 13,756 | $1.29M | $1.28M | -$14,278.14 | -1.1% |
Amy Ardeel Icon Wealth Advisors LLC | 151,946 | $14.05M | $14.18M | $126,722.94 | 0.9% |
Crystal McKeon TSA Wealth Managment LLC | 103,238 | $9.71M | $9.59M | -$113,569.79 | -1.17% |
Jonathan Seed Seed Wealth Management Inc. | 9,420 | $864,850 | $875,306.4 | $10,456.4 | 1.21% |
Matthew Keyes Heritage Wealth Partners LLC | 2,307 | $216,386 | $214,366.44 | -$2,019.56 | -0.93% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 11,236 | $1.05M | $1.05M | -$4,628.11 | -0.44% |
Bill Scoggins First Citizens Asset Management Inc. | 4,802 | $450,917.66 | $446,201.84 | -$4,715.82 | -1.05% |
Bepin Serraj Richard W. Paul & Associates LLC | 96 | $9,074 | $8,953.92 | -$120.08 | -1.32% |