| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Grimes Centurion Wealth Management LLC | 1,810 | $320,359.59 | $252,603.6 | -$67,755.99 | -21.15% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,848 | $831,290.65 | $676,586.88 | -$154,703.77 | -18.61% |
Brian Dechow SWAN Capital LLC | 18 | $2,595.56 | $2,496.6 | -$98.96 | -3.81% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,691 | $391,800.83 | $375,555.96 | -$16,244.87 | -4.15% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 28,112 | $3.99M | $3.87M | -$122,485.68 | -3.07% |
Bert D. Barre Colonial Trust Co. / SC | 20,143 | $3.34M | $2.77M | -$567,426.93 | -16.98% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 6,631 | $995,532.32 | $925,422.36 | -$70,109.96 | -7.04% |
Daniel Guy Ethos Financial Group LLC | 3,176 | $516,612.08 | $443,242.56 | -$73,369.52 | -14.2% |
Victoria Latham Fiduciary Alliance LLC | 15,933 | $2.6M | $2.22M | -$375,924.21 | -14.46% |
Morgan Carter RFP Financial Group LLC | 5,384 | $836,089 | $758,013.31 | -$78,075.69 | -9.34% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 135,150 | $20.25M | $18.75M | -$1.51M | -7.44% |
Loni Adams Daymark Wealth Partners LLC | 76,275 | $13.09M | $10.64M | -$2.45M | -18.68% |
Brian Matter Creative Capital Management Investments LLC | 203 | $30,801.54 | $28,330.68 | -$2,470.86 | -8.02% |
Michael Snyder Beaumont Financial Advisors LLC | 97,483 | $17.18M | $13.6M | -$3.57M | -20.81% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 1,647 | $295,681.72 | $229,855.32 | -$65,826.4 | -22.26% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 5,722 | $934,387.09 | $798,562.32 | -$135,824.77 | -14.54% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,177 | $311,287.42 | $303,822.12 | -$7,465.3 | -2.4% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 2,649 | $417,928.06 | $369,694.44 | -$48,233.62 | -11.54% |
Holly Skipper Verum Partners LLC | 3,408 | $471,032.91 | $475,620.48 | $4,587.57 | 0.97% |
| YG Youse Guia DoubleLine ETF Adviser LP | 17,832 | $2.41M | $2.51M | $96,114.1 | 3.98% |