| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 90 | $5,073 | $5,046.75 | -$26.25 | -0.52% |
Lukas Lindgren Abound Wealth Management | 203 | $12,366.38 | $11,286.8 | -$1,079.58 | -8.73% |
Drew Phillips Fortitude Family Office LLC | 136 | $7,504.02 | $7,554.8 | $50.78 | 0.68% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 164,507 | $9.97M | $9.23M | -$742,918.09 | -7.45% |
Scott Crane Crane Advisory LLC | 8,802 | $500,755.36 | $492,075.81 | -$8,679.55 | -1.73% |
Brian Dechow SWAN Capital LLC | 30 | $1,859 | $1,677 | -$182 | -9.79% |
Bert D. Barre Colonial Trust Co. / SC | 29,308 | $1.7M | $1.63M | -$61,484.97 | -3.63% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 5,549 | $334,851.84 | $308,246.95 | -$26,604.89 | -7.95% |
Victoria Latham Fiduciary Alliance LLC | 11,459 | $683,710.03 | $640,214.33 | -$43,495.7 | -6.36% |
Gary Dempsey Leslie Global Wealth LLC | 43,432 | $2.65M | $2.42M | -$225,866.12 | -8.54% |
| RDL Rodrigo De La Garza Summa Corp. | 10,500 | $614,910 | $584,955 | -$29,955 | -4.87% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,099 | $407,445.25 | $397,827.96 | -$9,617.29 | -2.36% |
Loni Adams Daymark Wealth Partners LLC | 17,371 | $990,422.56 | $974,078.82 | -$16,343.74 | -1.65% |
Brian Matter Creative Capital Management Investments LLC | 525 | $33,297.75 | $29,163.75 | -$4,134 | -12.42% |
| YG Youse Guia DoubleLine ETF Adviser LP | 40,153 | $2.5M | $2.25M | -$253,572.34 | -10.14% |
Cornell P. Abod Beacon Investment Advisors LLC | 7,138 | $438,675.74 | $400,227.66 | -$38,448.08 | -8.76% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 7,606 | $449,180.29 | $426,544.48 | -$22,635.81 | -5.04% |
| BP Brett Pohl Kingdom Financial Group LLC | 78 | $4,426.66 | $4,373.85 | -$52.81 | -1.19% |
Sue Oleari Trifecta Capital Advisors LLC | 6 | $372 | $335.7 | -$36.3 | -9.76% |
Amy Hart Phillips Wealth Planners LLC | 3,666 | $200,203.39 | $205,992.54 | $5,789.15 | 2.89% |