| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 60 | $6,099 | $4,468.8 | -$1,630.2 | -26.73% |
Mariana Coli Dunhill Financial LLC | 58 | $5,672.73 | $4,804.14 | -$868.59 | -15.31% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 3,939 | $294,728.24 | $255,838.05 | -$38,890.19 | -13.2% |
Lukas Lindgren Abound Wealth Management | 50 | $5,083 | $3,247.5 | -$1,835.5 | -36.11% |
Drew Phillips Fortitude Family Office LLC | 201 | $11,200.72 | $13,054.95 | $1,854.23 | 16.55% |
Brian Dechow SWAN Capital LLC | 210 | $20,390.11 | $17,045.7 | -$3,344.41 | -16.4% |
Bert D. Barre Colonial Trust Co. / SC | 169 | $11,190.05 | $13,521.69 | $2,331.64 | 20.84% |
Victoria Latham Fiduciary Alliance LLC | 3,048 | $309,829 | $197,967.6 | -$111,861.4 | -36.1% |
Brian Matter Creative Capital Management Investments LLC | 3,371 | $342,662.15 | $218,946.45 | -$123,715.7 | -36.1% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,604 | $452,124.9 | $536,046.68 | $83,921.78 | 18.56% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 380 | $31,709.6 | $28,302.4 | -$3,407.2 | -10.75% |
David Bach River Street Advisors LLC | 2,700 | $274,455 | $175,365 | -$99,090 | -36.1% |
Moises Valladares Insigneo Advisory Services LLC | 4,365 | $324,749.48 | $350,291.25 | $25,541.77 | 7.87% |
| TAL TFB Advisors LLC TFB Advisors LLC | 5,691 | $413,236.37 | $423,865.68 | $10,629.31 | 2.57% |
Scott Highmark Mosaic Family Wealth Partners LLC | 3,259 | $331,288 | $242,730.32 | -$88,557.68 | -26.73% |
Robert B. LaRue Owen LaRue LLC | 4,469 | $217,817.87 | $290,261.55 | $72,443.68 | 33.26% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 100 | $6,422 | $6,495 | $73 | 1.14% |
Kevin Kroskey True Wealth Design LLC | 51 | $2,710.14 | $3,312.45 | $602.31 | 22.22% |
Jill Batley Gateway Wealth Partners LLC | 5,732 | $368,108 | $372,293.4 | $4,185.4 | 1.14% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 2,653 | $269,677.45 | $212,266.53 | -$57,410.92 | -21.29% |