| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Grimes Centurion Wealth Management LLC | 9,880 | $251,550.51 | $247,493.99 | -$4,056.52 | -1.61% |
Alex Nunnamaker Schechter Investment Advisors LLC | 17,456 | $464,807.44 | $437,272.78 | -$27,534.66 | -5.92% |
Brian Dechow SWAN Capital LLC | 11,754 | $382,218.04 | $294,437.69 | -$87,780.35 | -22.97% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 8,681 | $243,762.48 | $217,459.04 | -$26,303.44 | -10.79% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 412,028 | $12.43M | $10.32M | -$2.11M | -16.95% |
Bert D. Barre Colonial Trust Co. / SC | 33,077 | $1.31M | $828,578.82 | -$481,958.67 | -36.78% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 21,890 | $552,896.12 | $548,344.48 | -$4,551.64 | -0.82% |
Daniel Guy Ethos Financial Group LLC | 29,945 | $731,620.66 | $750,122.22 | $18,501.56 | 2.53% |
| RSL Richard S. Levenson Western Financial Corp./CA | 14,539 | $688,193.45 | $364,201.94 | -$323,991.51 | -47.08% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 26,907 | $724,788 | $674,020.32 | -$50,767.68 | -7% |
| VL Victoria Latham Fiduciary Alliance LLC | 366,282 | $9.57M | $9.18M | -$393,378.47 | -4.11% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 17,309 | $459,211.18 | $433,590.43 | -$25,620.75 | -5.58% |
Loni Adams Daymark Wealth Partners LLC | 174,458 | $6M | $4.37M | -$1.63M | -27.21% |
Brian Matter Creative Capital Management Investments LLC | 5,614 | $197,163.04 | $140,630.69 | -$56,532.35 | -28.67% |
| NL Nolan Langford Left Brain Wealth Management LLC | 7,648 | $214,763 | $191,582.39 | -$23,180.61 | -10.79% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 9,461 | $263,571.74 | $236,998.04 | -$26,573.7 | -10.08% |
Belena Vincetti Fortis Capital Advisors LLC | 22,180 | $622,823 | $555,608.98 | -$67,214.02 | -10.79% |
| YG Youse Guia DoubleLine ETF Adviser LP | 72,027 | $2.02M | $1.8M | -$218,241.72 | -10.79% |
| PDH Patrick D. Hayes Canopy Partners LLC | 35,973 | $992,375.17 | $901,123.61 | -$91,251.56 | -9.2% |
Adam Laibson Mainsail Financial Group LLC | 14,238 | $351,785.47 | $356,661.89 | $4,876.42 | 1.39% |