| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DT Desaree Tatum Heritage Wealth Management Inc. | 4,349 | $396,629 | $328,958.36 | -$67,670.64 | -17.06% |
Mariana Coli Dunhill Financial LLC | 40 | $2,429.05 | $2,970.4 | $541.35 | 22.29% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 165 | $10,514 | $12,257.85 | $1,743.85 | 16.59% |
Lukas Lindgren Abound Wealth Management | 1,114 | $87,962.91 | $82,580.82 | -$5,382.09 | -6.12% |
Drew Phillips Fortitude Family Office LLC | 718 | $54,793.06 | $53,318.68 | -$1,474.38 | -2.69% |
Alex Nunnamaker Schechter Investment Advisors LLC | 7,878 | $485,019.15 | $589,038.06 | $104,018.91 | 21.45% |
Bert D. Barre Colonial Trust Co. / SC | 29 | $2,653.5 | $2,118.88 | -$534.62 | -20.15% |
Loni Adams Daymark Wealth Partners LLC | 3,258 | $297,153 | $242,036.82 | -$55,116.18 | -18.55% |
Brian Matter Creative Capital Management Investments LLC | 44 | $3,918.64 | $3,267.44 | -$651.2 | -16.62% |
Belena Vincetti Fortis Capital Advisors LLC | 2,464 | $224,719 | $185,317.44 | -$39,401.56 | -17.53% |
Sheryl Stephens Stephens Consulting LLC | 467 | $40,206.82 | $34,931.6 | -$5,275.22 | -13.12% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,094 | $282,173 | $231,384.79 | -$50,788.21 | -18% |
Amy Ardeel Icon Wealth Advisors LLC | 7,893 | $524,176.24 | $593,632.53 | $69,456.29 | 13.25% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 43,173 | $3.94M | $3.21M | -$731,351.02 | -18.57% |
Dean Pelos Commonwealth Retirement Investments LLC | 2,578 | $165,735.27 | $193,891.38 | $28,156.11 | 16.99% |
| KLM Kate L. Miller STAR Financial Bank | 3,674 | $276,565.64 | $271,545.34 | -$5,020.3 | -1.82% |
David Smith Linden Thomas Advisory Services LLC | 33,679 | $2.79M | $2.52M | -$274,151.04 | -9.83% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 160 | $10,337.83 | $11,826.4 | $1,488.57 | 14.4% |
Paul B. Ordonio Park Place Capital Corp. | 132 | $11,335.27 | $9,711.9 | -$1,623.37 | -14.32% |
Kevin Kroskey True Wealth Design LLC | 223 | $17,090.7 | $16,559.98 | -$530.72 | -3.11% |