| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 199 | $25,745.88 | $19,468.17 | -$6,277.71 | -24.38% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 3,788 | $317,959.25 | $367,663.28 | $49,704.03 | 15.63% |
Lukas Lindgren Abound Wealth Management | 165 | $18,219.93 | $16,125.45 | -$2,094.48 | -11.5% |
Drew Phillips Fortitude Family Office LLC | 894 | $97,996.44 | $87,460.02 | -$10,536.42 | -10.75% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,425 | $304,339.11 | $332,447.62 | $28,108.51 | 9.24% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 21,597 | $2.14M | $2.11M | -$36,509.43 | -1.7% |
Alex Nunnamaker Schechter Investment Advisors LLC | 5,067 | $861,586.39 | $492,917.76 | -$368,668.63 | -42.79% |
Brian Dechow SWAN Capital LLC | 274 | $36,180.89 | $26,632.8 | -$9,548.09 | -26.39% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,038 | $326,585 | $295,308.79 | -$31,276.21 | -9.58% |
Bert D. Barre Colonial Trust Co. / SC | 6,164 | $622,194.16 | $599,541.46 | -$22,652.7 | -3.64% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 4,582 | $469,462.6 | $448,348.7 | -$21,113.9 | -4.5% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 6,464 | $707,202.2 | $632,373.12 | -$74,829.08 | -10.58% |
Victoria Latham Fiduciary Alliance LLC | 3,276 | $352,172.65 | $318,492.72 | -$33,679.93 | -9.56% |
Loni Adams Daymark Wealth Partners LLC | 26,337 | $3.23M | $2.56M | -$670,231.91 | -20.76% |
Brian Matter Creative Capital Management Investments LLC | 71 | $7,632.5 | $6,945.93 | -$686.57 | -9% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 3,071 | $309,865.27 | $300,435.93 | -$9,429.34 | -3.04% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,815 | $338,440.37 | $279,149.47 | -$59,290.9 | -17.52% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 17,547 | $1.98M | $1.71M | -$266,544.24 | -13.47% |
Adam Laibson Mainsail Financial Group LLC | 6,440 | $642,432 | $626,483.2 | -$15,948.8 | -2.48% |
Sheryl Stephens Stephens Consulting LLC | 223 | $31,220.01 | $21,685.63 | -$9,534.38 | -30.54% |