| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 2,178 | $704,765.21 | $638,654.94 | -$66,110.27 | -9.38% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 3,659 | $1.15M | $1.03M | -$118,149.59 | -10.26% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 47 | $9,512.04 | $13,655.38 | $4,143.34 | 43.56% |
Mariana Coli Dunhill Financial LLC | 220 | $70,848.42 | $64,510.6 | -$6,337.82 | -8.95% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 213 | $73,942.26 | $61,846.68 | -$12,095.58 | -16.36% |
Lukas Lindgren Abound Wealth Management | 53 | $17,204.08 | $15,504.62 | -$1,699.46 | -9.88% |
Drew Phillips Fortitude Family Office LLC | 103 | $31,448.44 | $30,202.69 | -$1,245.75 | -3.96% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 10,808 | $3.75M | $3.04M | -$704,506.76 | -18.8% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,271 | $832,922.97 | $921,179.02 | $88,256.05 | 10.6% |
Brian Dechow SWAN Capital LLC | 2 | $805.43 | $563.24 | -$242.19 | -30.07% |
Bert D. Barre Colonial Trust Co. / SC | 12,718 | $2.96M | $3.72M | $758,630.08 | 25.59% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,943 | $485,861.05 | $569,745.91 | $83,884.86 | 17.27% |
Victoria Latham Fiduciary Alliance LLC | 4,012 | $1.47M | $1.13M | -$335,217.71 | -22.88% |
Nolan Hoffmeyer Thematics Asset Management | 15,021 | $5.58M | $4.23M | -$1.35M | -24.25% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 2,063 | $718,681.34 | $580,982.06 | -$137,699.28 | -19.16% |
Loni Adams Daymark Wealth Partners LLC | 8,942 | $3.13M | $2.6M | -$522,543.97 | -16.72% |
Jessica Thayer Unique Wealth LLC | 2,196 | $827,237.03 | $620,479.78 | -$206,757.25 | -24.99% |
Brian Matter Creative Capital Management Investments LLC | 110 | $31,510.27 | $32,255.3 | $745.03 | 2.36% |
Michael Snyder Beaumont Financial Advisors LLC | 3,758 | $1.16M | $1.06M | -$96,943.41 | -8.39% |
Lyndsay Goody Onyx Financial Advisors LLC | 1,115 | $366,336.62 | $323,606.45 | -$42,730.17 | -11.66% |