| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Hunter Horizons Wealth Management | 1,744 | $143,509.06 | $143,008 | -$501.06 | -0.35% |
Rachel Faulk Cape Investment Advisory Inc. | 2,271 | $186,176.51 | $185,994.9 | -$181.61 | -0.1% |
Vyoma Patel Strata Wealth Advisors LLC | 26,302 | $2.15M | $2.15M | $760.24 | 0.04% |
Mariana Coli Dunhill Financial LLC | 5 | $411 | $409.6 | -$1.4 | -0.34% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 350 | $28,968.03 | $28,700 | -$268.03 | -0.93% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 15,609 | $1.29M | $1.28M | -$13,213.11 | -1.02% |
Jill Grimes Centurion Wealth Management LLC | 2,813 | $232,996.99 | $230,666 | -$2,330.99 | -1% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 13,377 | $1.11M | $1.1M | -$8,128.89 | -0.74% |
Bert D. Barre Colonial Trust Co. / SC | 161 | $13,321.61 | $13,181.07 | -$140.54 | -1.05% |
Daniel Guy Ethos Financial Group LLC | 8,063 | $666,918.04 | $661,166 | -$5,752.04 | -0.86% |
Victoria Latham Fiduciary Alliance LLC | 6,805 | $563,941.4 | $558,010 | -$5,931.4 | -1.05% |
| RDL Rodrigo De La Garza Summa Corp. | 15,714 | $1.29M | $1.29M | -$7,872.95 | -0.61% |
Loni Adams Daymark Wealth Partners LLC | 10,893 | $900,472.91 | $893,226 | -$7,246.91 | -0.8% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,451 | $199,378.32 | $200,982 | $1,603.68 | 0.8% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 67,859 | $5.58M | $5.56M | -$18,793.56 | -0.34% |
Patrick D. Hayes Canopy Partners LLC | 8,499 | $702,880.55 | $696,918 | -$5,962.55 | -0.85% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 124,436 | $10.25M | $10.2M | -$43,404.76 | -0.42% |
| JS Jeffrey Starkey Kooman & Associates | 82,245 | $6.7M | $6.74M | $48,817.77 | 0.73% |
| BG Becki Goebel TCP Asset Management LLC | 4,952 | $403,472.35 | $406,064 | $2,591.65 | 0.64% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 11,217 | $925,402.79 | $918,896.64 | -$6,506.15 | -0.7% |