| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 23,441 | $976,195.91 | $937,405.59 | -$38,790.32 | -3.97% |
| EM Erin Mccann Simplicity Wealth LLC | 159,229 | $6.49M | $6.38M | -$116,344.07 | -1.79% |
Michael Byun SageView Advisory Group LLC | 13,979 | $580,998.22 | $559,649.26 | -$21,348.96 | -3.67% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 11,117 | $462,127.74 | $445,847.28 | -$16,280.46 | -3.52% |
Christopher M. Marks Sterling Investment Counsel LLC | 6,160 | $247,262.4 | $247,108.4 | -$154 | -0.06% |
Amanda Hawley Atria Wealth Solutions Inc. | 50,432 | $2.17M | $2.02M | -$149,771.61 | -6.89% |
Jeffrey Gilbert Balboa Wealth Partners | 6,735 | $279,031 | $269,467.35 | -$9,563.65 | -3.43% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 10,853 | $451,357.8 | $434,608.38 | -$16,749.42 | -3.71% |
Rodrigo Diaz Plan Group Financial LLC | 160,458 | $6.61M | $6.43M | -$180,526.24 | -2.73% |
Rachel Faulk Cape Investment Advisory Inc. | 306 | $12,329 | $12,276.72 | -$52.28 | -0.42% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2 | $82.54 | $79.98 | -$2.56 | -3.1% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 43,629 | $1.8M | $1.75M | -$48,128.26 | -2.68% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 38,950 | $1.61M | $1.56M | -$54,948.84 | -3.41% |
Bert D. Barre Colonial Trust Co. / SC | 1,500 | $63,165 | $60,105 | -$3,060 | -4.84% |
| TA Thomas Anderman Whitford Management LLC | 212,000 | $8.54M | $8.48M | -$62,540 | -0.73% |
Erik Brenner Hilltop Partners LLC | 16,987 | $685,582.89 | $681,433.5 | -$4,149.39 | -0.61% |
| BP Brett Pohl Kingdom Financial Group LLC | 86 | $3,556.38 | $3,439.14 | -$117.24 | -3.3% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 6,837 | $286,351.47 | $274,266.25 | -$12,085.22 | -4.22% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,047 | $83,829.85 | $82,033.52 | -$1,796.33 | -2.14% |
Justin Halverson Great Waters Wealth Management | 38,410 | $1.61M | $1.54M | -$70,951.25 | -4.4% |