| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 1,617 | $471,804.62 | $392,268.03 | -$79,536.59 | -16.86% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,028 | $1.24M | $976,387.2 | -$267,088.16 | -21.48% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 31,269 | $8.17M | $7.6M | -$577,269.77 | -7.06% |
Bert D. Barre Colonial Trust Co. / SC | 4,106 | $1.05M | $998,784.5 | -$51,161.54 | -4.87% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 2,879 | $836,365.15 | $698,229.47 | -$138,135.68 | -16.52% |
Daniel Guy Ethos Financial Group LLC | 4,599 | $1.29M | $1.12M | -$174,349.53 | -13.52% |
Victoria Latham Fiduciary Alliance LLC | 7,286 | $2.07M | $1.77M | -$299,352.54 | -14.49% |
Gary Dempsey Leslie Global Wealth LLC | 1,006 | $306,097.52 | $243,955 | -$62,142.52 | -20.3% |
Mark Meredith Meredith Wealth Planning | 1,162 | $344,682.54 | $282,755.27 | -$61,927.27 | -17.97% |
Kellie Borror Daner Wealth Management LLC | 2,802 | $814,205.87 | $679,569.06 | -$134,636.81 | -16.54% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,120 | $906,625.19 | $757,504.8 | -$149,120.39 | -16.45% |
Loni Adams Daymark Wealth Partners LLC | 35,864 | $9.66M | $8.71M | -$958,204.29 | -9.92% |
Jessica Thayer Unique Wealth LLC | 3,570 | $940,708.88 | $867,402.9 | -$73,305.98 | -7.79% |
Brian Matter Creative Capital Management Investments LLC | 14 | $3,784.34 | $3,395 | -$389.34 | -10.29% |
Michael Snyder Beaumont Financial Advisors LLC | 73,325 | $19.32M | $17.8M | -$1.52M | -7.86% |
Erik Brenner Hilltop Partners LLC | 2,299 | $619,491.96 | $557,955.8 | -$61,536.16 | -9.93% |
Parker Johnson Cooper Capital Advisors LLC | 1,356 | $366,540 | $329,372.4 | -$37,167.6 | -10.14% |
Jade Franke Retirement Investment Advisors Inc. | 1,008 | $287,613.78 | $244,611.36 | -$43,002.42 | -14.95% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 1,847 | $571,862.45 | $447,952.91 | -$123,909.54 | -21.67% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 16,073 | $4.84M | $3.9M | -$944,839.29 | -19.51% |