| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 121 | $7,601.84 | $7,727.06 | $125.22 | 1.65% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 49,013 | $2.84M | $3.14M | $304,412.62 | 10.72% |
Anne Hudick Fee-Only Financial Planning, L.C. | 5,941 | $395,967.32 | $378,798.16 | -$17,169.16 | -4.34% |
Bert D. Barre Colonial Trust Co. / SC | 1,709 | $117,340.47 | $108,620.11 | -$8,720.36 | -7.43% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 6,208 | $371,781.12 | $391,290.24 | $19,509.12 | 5.25% |
Victoria Latham Fiduciary Alliance LLC | 7,525 | $524,179.76 | $481,148.5 | -$43,031.26 | -8.21% |
Loni Adams Daymark Wealth Partners LLC | 16,072 | $1.06M | $1.03M | -$31,382.36 | -2.96% |
Brian Matter Creative Capital Management Investments LLC | 122 | $7,056.48 | $7,689.66 | $633.18 | 8.97% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 10,374 | $641,216.18 | $664,973.4 | $23,757.22 | 3.71% |
| YG Youse Guia DoubleLine ETF Adviser LP | 49,589 | $2.87M | $3.17M | $298,525.54 | 10.41% |
Patrick D. Hayes Canopy Partners LLC | 17,630 | $1.25M | $1.13M | -$123,170.02 | -9.84% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 5,504 | $373,472.04 | $350,852.48 | -$22,619.56 | -6.06% |
Sheryl Stephens Stephens Consulting LLC | 852 | $57,908.14 | $54,485.4 | -$3,422.74 | -5.91% |
Lucas Mosher SP Asset Management LLC | 50,335 | $3.35M | $3.22M | -$127,793.28 | -3.81% |
Sue Oleari Trifecta Capital Advisors LLC | 16 | $926 | $1,023.2 | $97.2 | 10.5% |
Amy Hart Phillips Wealth Planners LLC | 7,716 | $509,229.33 | $496,061.64 | -$13,167.69 | -2.59% |
Bree Pate Olisti Co. Wealth LLC | 413 | $22,231.55 | $26,456.78 | $4,225.23 | 19.01% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 14,345 | $947,379.8 | $917,219.3 | -$30,160.5 | -3.18% |
Amy Ardeel Icon Wealth Advisors LLC | 41,535 | $2.57M | $2.66M | $89,242.42 | 3.47% |
John J. Edwards Breed's Hi LLCapital LLC | 6,425 | $430,824.8 | $411,778.25 | -$19,046.55 | -4.42% |