| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anita Mauro Patrick Mauro Investment Advisor Inc. | 49,013 | $2.84M | $3.02M | $176,733.76 | 6.23% |
Anne Hudick Fee-Only Financial Planning, L.C. | 5,941 | $395,967.32 | $370,183.71 | -$25,783.61 | -6.51% |
Bert D. Barre Colonial Trust Co. / SC | 1,709 | $117,340.47 | $105,154.77 | -$12,185.7 | -10.38% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 6,208 | $371,781.12 | $386,820.48 | $15,039.36 | 4.05% |
Victoria Latham Fiduciary Alliance LLC | 6,473 | $463,352.07 | $403,332.63 | -$60,019.44 | -12.95% |
Loni Adams Daymark Wealth Partners LLC | 16,072 | $1.06M | $1M | -$58,463.68 | -5.52% |
Brian Matter Creative Capital Management Investments LLC | 122 | $7,056.48 | $7,601.82 | $545.34 | 7.73% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 10,374 | $641,216.18 | $646,403.94 | $5,187.76 | 0.81% |
| YG Youse Guia DoubleLine ETF Adviser LP | 49,589 | $2.87M | $3.15M | $286,128.29 | 9.98% |
Patrick D. Hayes Canopy Partners LLC | 17,630 | $1.25M | $1.1M | -$153,669.92 | -12.27% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 5,504 | $373,472.04 | $344,522.88 | -$28,949.16 | -7.75% |
Sheryl Stephens Stephens Consulting LLC | 852 | $57,908.14 | $53,088.12 | -$4,820.02 | -8.32% |
Lucas Mosher SP Asset Management LLC | 57,785 | $3.85M | $3.6M | -$248,715.57 | -6.46% |
Amy Hart Phillips Wealth Planners LLC | 7,716 | $509,229.33 | $482,983.02 | -$26,246.31 | -5.15% |
Bree Pate Olisti Co. Wealth LLC | 413 | $22,231.55 | $25,734.03 | $3,502.48 | 15.75% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 14,345 | $947,379.8 | $891,972.1 | -$55,407.7 | -5.85% |
Amy Ardeel Icon Wealth Advisors LLC | 41,535 | $2.57M | $2.6M | $31,508.77 | 1.23% |
John J. Edwards Breed's Hi LLCapital LLC | 6,425 | $430,824.8 | $400,341.75 | -$30,483.05 | -7.08% |
Joshua A. Kennon Kennon-Green & Company LLC | 91,688 | $5.88M | $5.75M | -$124,367.37 | -2.12% |
Dean Pelos Commonwealth Retirement Investments LLC | 22,512 | $1.49M | $1.4M | -$87,767.91 | -5.89% |