| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 4,848 | $831,290.65 | $634,409.28 | -$196,881.37 | -23.68% |
Brian Dechow SWAN Capital LLC | 18 | $2,595.56 | $2,355.3 | -$240.26 | -9.26% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,691 | $391,800.83 | $352,117.35 | -$39,683.48 | -10.13% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 28,112 | $3.99M | $3.69M | -$301,559.12 | -7.55% |
Bert D. Barre Colonial Trust Co. / SC | 20,143 | $3.34M | $2.62M | -$720,916.59 | -21.57% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 6,631 | $995,532.32 | $851,287.78 | -$144,244.54 | -14.49% |
Daniel Guy Ethos Financial Group LLC | 3,176 | $516,612.08 | $415,865.44 | -$100,746.64 | -19.5% |
Victoria Latham Fiduciary Alliance LLC | 15,996 | $2.61M | $2.09M | -$513,000.85 | -19.67% |
Morgan Carter RFP Financial Group LLC | 5,384 | $836,089 | $702,988.88 | -$133,100.12 | -15.92% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 135,150 | $20.25M | $17.71M | -$2.54M | -12.53% |
Loni Adams Daymark Wealth Partners LLC | 76,275 | $13.09M | $10.01M | -$3.08M | -23.53% |
Brian Matter Creative Capital Management Investments LLC | 203 | $30,801.54 | $26,061.14 | -$4,740.4 | -15.39% |
Michael Snyder Beaumont Financial Advisors LLC | 96,971 | $17.09M | $12.72M | -$4.37M | -25.57% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 1,647 | $295,681.72 | $214,741.79 | -$80,939.93 | -27.37% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 3,874 | $610,986.35 | $497,344.12 | -$113,642.23 | -18.6% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,177 | $311,287.42 | $283,162.39 | -$28,125.03 | -9.04% |
Holly Skipper Verum Partners LLC | 3,408 | $471,032.91 | $447,095.52 | -$23,937.39 | -5.08% |
| YG Youse Guia DoubleLine ETF Adviser LP | 17,832 | $2.41M | $2.32M | -$95,408.53 | -3.95% |
Jeffrey D. Munjack JDM Financial Group LLC | 60 | $8,611.2 | $7,859.1 | -$752.1 | -8.73% |
| QS Quentin Stoker Gallacher Capital Management LLC | 5,669 | $840,648.48 | $742,667.34 | -$97,981.14 | -11.66% |