| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 4,285 | $212,330.53 | $212,386.02 | $55.49 | 0.03% |
Jim Clark Worth Asset Management LLC | 16,090 | $799,867.69 | $796,937.7 | -$2,929.99 | -0.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 124,673 | $6.19M | $6.18M | -$14,621.88 | -0.24% |
Craig Johnsen Fortitude Advisory Group LLC | 92,638 | $4.59M | $4.59M | - | - |
Kevin Zemann WealthPlan Investment Management LLC | 14,019 | $694,103.95 | $694,641.45 | $537.5 | 0.08% |
| TD Teresa Douberly Ridgeline Wealth LLC | 54,726 | $2.72M | $2.71M | -$3,274.64 | -0.12% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 236,284 | $11.71M | $11.71M | -$66.54 | - |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 112 | $5,580.96 | $5,550.72 | -$30.24 | -0.54% |
Mariana Coli Dunhill Financial LLC | 2,578 | $127,610.79 | $127,739.9 | $129.11 | 0.1% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 317 | $15,720 | $15,712.1 | -$7.9 | -0.05% |
Scott Crane Crane Advisory LLC | 1.58M | $78.15M | $78.1M | -$56,688.68 | -0.07% |
Bert D. Barre Colonial Trust Co. / SC | 1 | $49.78 | $49.54 | -$0.24 | -0.48% |
Bridget Davis Cedar Point Capital Partners LLC | 13,145 | $652,835.97 | $651,334.75 | -$1,501.22 | -0.23% |
Loni Adams Daymark Wealth Partners LLC | 268,438 | $13.33M | $13.31M | -$29,475.55 | -0.22% |
Michael Snyder Beaumont Financial Advisors LLC | 6,027 | $298,638 | $298,728.25 | $90.25 | 0.03% |
Erik Brenner Hilltop Partners LLC | 4,963 | $245,917 | $245,991.09 | $74.09 | 0.03% |
Parker Johnson Cooper Capital Advisors LLC | 6,409 | $318,723.37 | $317,630.04 | -$1,093.33 | -0.34% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 15,200 | $753,537.32 | $753,464 | -$73.32 | -0.01% |
| BP Brett Pohl Kingdom Financial Group LLC | 668 | $33,071.54 | $33,109.42 | $37.88 | 0.11% |
Scott Register Register Financial Advisors LLC | 13,826 | $686,478.7 | $685,285.69 | -$1,193.01 | -0.17% |