| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,928 | $22,018 | $21,583.96 | -$434.04 | -1.97% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 241,179 | $2.98M | $2.7M | -$287,527.54 | -9.64% |
Bert D. Barre Colonial Trust Co. / SC | 8,018 | $93,316.9 | $89,320.52 | -$3,996.38 | -4.28% |
Scott Register Register Financial Advisors LLC | 10,700 | $122,194 | $119,786.5 | -$2,407.5 | -1.97% |
Jeffrey Hanson Breakwater Capital Group | 17,847 | $222,695.95 | $199,797.16 | -$22,898.79 | -10.28% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 31,025 | $356,689.44 | $347,635.12 | -$9,054.32 | -2.54% |
| PIL PFG Investments LLC PFG Investments LLC | 12,705 | $158,112.21 | $141,089.02 | -$17,023.19 | -10.77% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 65,484 | $758,906.22 | $736,695 | -$22,211.22 | -2.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 139,734 | $1.69M | $1.53M | -$156,321.21 | -9.25% |
Jae Cho Marex Group plc | 13,000 | $160,030 | $145,145 | -$14,885 | -9.3% |
Kevin Bresler TD Waterhouse Canada Inc. | 33,000 | $392,790 | $367,950 | -$24,840 | -6.32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,474 | $215,060.98 | $194,835.1 | -$20,225.88 | -9.4% |
Ann Keitner Quantum Portfolio Management LLC | 2,649 | $32,609 | $29,602.57 | -$3,006.43 | -9.22% |
Joshua Stipcich Tidemark, LLC | 240 | $2,938 | $2,667.6 | -$270.4 | -9.2% |
Ashley Meredith Abel Hall, LLC | 76,000 | $936,700 | $848,540 | -$88,160 | -9.41% |
| HAS Hayley A. Snell LRI Investments, LLC | 1,325 | $16,006 | $14,773.75 | -$1,232.25 | -7.7% |
Lee Larson Everstar Asset Management, LLC | 32,450 | $385,019.25 | $365,549.25 | -$19,470 | -5.06% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 15,294 | $188,811.1 | $171,292.8 | -$17,518.3 | -9.28% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 229 | $2,855.63 | $2,548.77 | -$306.86 | -10.75% |
| MHF Mission Hills Financial Advisory LLC Mission Hills Financial Advisory LLC | 998,062 | $13.07M | $11.09M | -$1.98M | -15.12% |