| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 6,286 | $1.67M | $1.7M | $27,888.42 | 1.67% |
Brian Dechow SWAN Capital LLC | 1,617 | $471,804.62 | $445,806.9 | -$25,997.72 | -5.51% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,028 | $1.24M | $1.09M | -$153,337.4 | -12.33% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 31,269 | $8.17M | $8.58M | $410,361.28 | 5.02% |
Bert D. Barre Colonial Trust Co. / SC | 4,106 | $1.05M | $1.12M | $73,948.28 | 7.04% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 2,879 | $836,365.15 | $779,172.59 | -$57,192.56 | -6.84% |
Daniel Guy Ethos Financial Group LLC | 4,599 | $1.29M | $1.24M | -$44,910.62 | -3.48% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 872 | $265,303.02 | $235,998.09 | -$29,304.93 | -11.05% |
Victoria Latham Fiduciary Alliance LLC | 7,303 | $2.07M | $1.98M | -$94,323.15 | -4.55% |
Gary Dempsey Leslie Global Wealth LLC | 1,006 | $306,097.52 | $272,263.85 | -$33,833.67 | -11.05% |
Mark Meredith Meredith Wealth Planning | 1,160 | $344,220.85 | $313,942.41 | -$30,278.44 | -8.8% |
Kellie Borror Daner Wealth Management LLC | 2,802 | $814,205.87 | $764,469.63 | -$49,736.24 | -6.11% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,120 | $906,625.19 | $860,184 | -$46,441.19 | -5.12% |
Loni Adams Daymark Wealth Partners LLC | 35,864 | $9.66M | $9.71M | $42,401.67 | 0.44% |
Jessica Thayer Unique Wealth LLC | 3,414 | $904,684.37 | $923,964.99 | $19,280.62 | 2.13% |
Brian Matter Creative Capital Management Investments LLC | 14 | $3,784.34 | $3,788.96 | $4.62 | 0.12% |
Michael Snyder Beaumont Financial Advisors LLC | 73,379 | $19.34M | $19.86M | $521,824.82 | 2.7% |
Erik Brenner Hilltop Partners LLC | 2,299 | $619,491.96 | $629,822.54 | $10,330.58 | 1.67% |
Parker Johnson Cooper Capital Advisors LLC | 1,356 | $366,540 | $366,987.85 | $447.85 | 0.12% |
Jade Franke Retirement Investment Advisors Inc. | 1,008 | $287,613.78 | $272,805.13 | -$14,808.65 | -5.15% |