| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 19,577 | $1.39M | $1.37M | -$18,942.86 | -1.36% |
Brian Dechow SWAN Capital LLC | 410 | $32,168.28 | $28,679.5 | -$3,488.78 | -10.85% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,416 | $302,776.11 | $379,336.64 | $76,560.53 | 25.29% |
Bert D. Barre Colonial Trust Co. / SC | 27,499 | $2.33M | $1.95M | -$381,673.73 | -16.36% |
Daniel Guy Ethos Financial Group LLC | 3,374 | $309,279.52 | $235,943.82 | -$73,335.7 | -23.71% |
Drew Hartman Warther Private Wealth LLC | 286,820 | $19.86M | $20.24M | $385,723.44 | 1.94% |
Victoria Latham Fiduciary Alliance LLC | 11,075 | $1.03M | $774,585.5 | -$256,175.64 | -24.85% |
| RDL Rodrigo De La Garza Summa Corp. | 25,929 | $1.61M | $1.84M | $223,880.33 | 13.87% |
Kellie Borror Daner Wealth Management LLC | 3,168 | $289,283.03 | $225,308.16 | -$63,974.87 | -22.11% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 2,859 | $211,858.15 | $201,302.19 | -$10,555.96 | -4.98% |
Loni Adams Daymark Wealth Partners LLC | 16,045 | $1.46M | $1.12M | -$337,289.57 | -23.07% |
Jessica Thayer Unique Wealth LLC | 3,967 | $388,646.97 | $281,637.16 | -$107,009.81 | -27.53% |
Brian Matter Creative Capital Management Investments LLC | 60 | $4,329.6 | $4,273.8 | -$55.8 | -1.29% |
Nolan Langford Left Brain Wealth Management LLC | 68,766 | $3.74M | $4.9M | $1.16M | 31.03% |
Michael Snyder Beaumont Financial Advisors LLC | 3,138 | $232,095.79 | $220,946.89 | -$11,148.9 | -4.8% |
| TA Thomas Anderman Whitford Management LLC | 23,376 | $2.07M | $1.63M | -$435,817.17 | -21.06% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 16,011 | $1.17M | $1.13M | -$36,194.03 | -3.1% |
Patrick D. Hayes Canopy Partners LLC | 8,449 | $574,924.17 | $597,428.79 | $22,504.62 | 3.91% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 5,350 | $384,826 | $377,549.5 | -$7,276.5 | -1.89% |
Sheryl Stephens Stephens Consulting LLC | 23 | $2,145.92 | $1,608.39 | -$537.53 | -25.05% |