| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 870,227 | $71.34M | $70.74M | -$595,890.27 | -0.84% |
| LWM Latko Wealth Management Ltd. Latko Wealth Management Ltd. | 23,837 | $1.97M | $1.94M | -$33,205.33 | -1.68% |
Brook Hart Presilium Private Wealth LLC | 12,784 | $1.05M | $1.04M | -$9,524.1 | -0.91% |
Rodrigo Diaz Plan Group Financial LLC | 39,402 | $3.24M | $3.2M | -$34,827.03 | -1.08% |
Mark Mowrey Signature Resources Capital Management LLC | 1,116 | $92,472 | $90,753.12 | -$1,718.88 | -1.86% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 7,113 | $586,695.6 | $578,251.33 | -$8,444.27 | -1.44% |
Samuel Pressley Ridgepath Capital Management LLC | 244,221 | $20.05M | $19.85M | -$202,703.11 | -1.01% |
David Hunter Horizons Wealth Management | 1,323 | $108,654.47 | $107,645.89 | -$1,008.58 | -0.93% |
Rachel Faulk Cape Investment Advisory Inc. | 967 | $79,274.63 | $78,607.43 | -$667.2 | -0.84% |
Vyoma Patel Strata Wealth Advisors LLC | 26,302 | $2.15M | $2.14M | -$15,020.96 | -0.7% |
Mariana Coli Dunhill Financial LLC | 5 | $411 | $406.45 | -$4.55 | -1.11% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 307 | $25,408.95 | $24,977.49 | -$431.46 | -1.7% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 15,609 | $1.29M | $1.27M | -$22,580.07 | -1.75% |
Jill Grimes Centurion Wealth Management LLC | 2,820 | $233,565.48 | $229,280.1 | -$4,285.38 | -1.83% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 13,377 | $1.11M | $1.09M | -$17,626.56 | -1.6% |
Bert D. Barre Colonial Trust Co. / SC | 161 | $13,321.61 | $13,087.05 | -$234.56 | -1.76% |
Daniel Guy Ethos Financial Group LLC | 8,063 | $666,918.04 | $655,668.65 | -$11,249.39 | -1.69% |
Victoria Latham Fiduciary Alliance LLC | 6,610 | $547,727.31 | $537,492.15 | -$10,235.16 | -1.87% |
| RDL Rodrigo De La Garza Summa Corp. | 15,714 | $1.29M | $1.28M | -$17,222.78 | -1.33% |
Loni Adams Daymark Wealth Partners LLC | 10,893 | $900,472.91 | $886,200.01 | -$14,272.9 | -1.59% |