| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 2,200 | $87,868 | $90,607 | $2,739 | 3.12% |
David Kennon David Kennon Inc | 10,933 | $464,880.87 | $449,728.95 | -$15,151.92 | -3.26% |
Richard S. Levenson Western Financial Corp./CA | 33,845 | $1.4M | $1.39M | -$6,394.53 | -0.46% |
Stephen Cheifetz Kades & Cheifetz LLC | 20,207 | $861,006 | $832,629.43 | -$28,376.57 | -3.3% |
Sue Oleari Trifecta Capital Advisors LLC | 25 | $1,022 | $1,026.37 | $4.37 | 0.43% |
Timothy J. Videnka Forza Wealth Management LLC | 4,975 | $215,418 | $204,820.75 | -$10,597.25 | -4.92% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 12,180 | $524,424.21 | $501,389.7 | -$23,034.51 | -4.39% |
Moises Valladares Insigneo Advisory Services LLC | 125,264 | $5.32M | $5.14M | -$174,749.02 | -3.29% |
| TAL TFB Advisors LLC TFB Advisors LLC | 30,084 | $1.28M | $1.24M | -$37,373.51 | -2.93% |
Jarrod Musick Destiny Capital Corp./ Co. | 20,534 | $870,631.98 | $844,666.09 | -$25,965.89 | -2.98% |
Robert B. LaRue Owen LaRue LLC | 56,799 | $2.43M | $2.34M | -$88,232.7 | -3.64% |
Jill Batley Gateway Wealth Partners LLC | 67,197 | $2.84M | $2.76M | -$85,006.6 | -2.99% |
Dino Efthimiou Delta Wealth Advisors LLC | 13,140 | $563,397.14 | $540,513.9 | -$22,883.24 | -4.06% |
| PIL PFG Investments LLC PFG Investments LLC | 60,089 | $2.6M | $2.48M | -$123,944.04 | -4.77% |
| JC Jared Calvert Buck Wealth Strategies LLC | 4,288 | $184,934.18 | $176,558.4 | -$8,375.78 | -4.53% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,814 | $74,828 | $74,745.87 | -$82.13 | -0.11% |
Kris Kapoor Bakala Capital LLC | 32,864 | $1.39M | $1.35M | -$43,117.75 | -3.1% |
Alexandra Stickelman Root Financial Partners, LLC | 14,934 | $636,364.82 | $613,488.72 | -$22,876.1 | -3.59% |
Staci Compagno Portside Wealth Group, LLC | 209,365 | $8.89M | $8.6M | -$293,090.43 | -3.3% |
Courtney Holt Compound Planning, Inc. | 31,252 | $1.35M | $1.29M | -$59,671.57 | -4.43% |