| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 13,202 | $3.52M | $2.79M | -$730,848.68 | -20.75% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,809 | $674,074.64 | $1.02M | $342,644.14 | 50.83% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 7,476 | $1.56M | $1.58M | $16,369.22 | 1.05% |
Bert D. Barre Colonial Trust Co. / SC | 1,037 | $245,995.52 | $221,866.15 | -$24,129.37 | -9.81% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,468 | $352,565.03 | $304,419.16 | -$48,145.87 | -13.66% |
Loni Adams Daymark Wealth Partners LLC | 170,340 | $23.56M | $36.01M | $12.45M | 52.87% |
Jessica Thayer Unique Wealth LLC | 1,240 | $184,186.79 | $262,160.8 | $77,974.01 | 42.33% |
Brian Matter Creative Capital Management Investments LLC | 81 | $17,757.97 | $17,125.02 | -$632.95 | -3.56% |
Michael Snyder Beaumont Financial Advisors LLC | 5,838 | $1.54M | $1.23M | -$301,009.65 | -19.61% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 1,071 | $243,858.64 | $226,430.82 | -$17,427.82 | -7.15% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 2,171 | $485,638.51 | $458,992.82 | -$26,645.69 | -5.49% |
Belena Vincetti Fortis Capital Advisors LLC | 4,875 | $1.06M | $1.03M | -$34,271.5 | -3.22% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,995 | $513,595.17 | $421,782.9 | -$91,812.27 | -17.88% |
Sheryl Stephens Stephens Consulting LLC | 2 | $456 | $422.84 | -$33.16 | -7.27% |
Amy Hart Phillips Wealth Planners LLC | 1,922 | $271,144.86 | $413,941.14 | $142,796.28 | 52.66% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,158 | $736,671.37 | $868,481.46 | $131,810.09 | 17.89% |
Amy Ardeel Icon Wealth Advisors LLC | 6,719 | $1.68M | $1.43M | -$252,084.64 | -14.99% |
Jonathan Seed Seed Wealth Management Inc. | 987 | $128,023.69 | $208,671.54 | $80,647.85 | 62.99% |
Ashley Goggins Hidden Cove Wealth Management LLC | 934 | $204,032 | $197,466.28 | -$6,565.72 | -3.22% |
Andy Peters Goldstein Advisors LLC | 1,630 | $393,763.13 | $344,614.6 | -$49,148.53 | -12.48% |