| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 320 | $18,607.1 | $18,438.4 | -$168.7 | -0.91% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 7,281 | $427,810.48 | $419,931.67 | -$7,878.81 | -1.84% |
Vyoma Patel Strata Wealth Advisors LLC | 865,062 | $50.31M | $49.86M | -$444,882.78 | -0.88% |
Mariana Coli Dunhill Financial LLC | 1,635 | $96,128.9 | $94,208.7 | -$1,920.2 | -2% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 5,719 | $329,240.56 | $329,843.32 | $602.76 | 0.18% |
Jill Grimes Centurion Wealth Management LLC | 26,730 | $1.55M | $1.54M | -$14,218.85 | -0.91% |
Bert D. Barre Colonial Trust Co. / SC | 83 | $4,813.17 | $4,782.46 | -$30.71 | -0.64% |
David Kennon David Kennon Inc | 121,955 | $7.14M | $7.03M | -$111,584.45 | -1.56% |
Daniel Guy Ethos Financial Group LLC | 11,898 | $693,207 | $685,800.72 | -$7,406.28 | -1.07% |
Mark Meredith Meredith Wealth Planning | 193,683 | $11.15M | $11.17M | $22,248.01 | 0.2% |
Stephen Cheifetz Kades & Cheifetz LLC | 65,231 | $3.8M | $3.76M | -$36,844.94 | -0.97% |
Michael Snyder Beaumont Financial Advisors LLC | 18,467 | $1.08M | $1.06M | -$12,580.85 | -1.17% |
Adam Laibson Mainsail Financial Group LLC | 9,320 | $542,424 | $537,077.12 | -$5,346.88 | -0.99% |
Marc White Clarendon Private LLC | 11,798 | $690,655 | $679,978.91 | -$10,676.09 | -1.55% |
Sheryl Stephens Stephens Consulting LLC | 279 | $16,416.74 | $16,080.16 | -$336.58 | -2.05% |
Dennis Wallace Fortune Financial Advisors LLC | 97,858 | $5.68M | $5.64M | -$36,322.48 | -0.64% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,609 | $94,496.83 | $92,799.07 | -$1,697.76 | -1.8% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 11,126 | $653,062.91 | $641,803.31 | -$11,259.6 | -1.72% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 93,359 | $5.49M | $5.38M | -$108,348.23 | -1.97% |
Scott Register Register Financial Advisors LLC | 3,500 | $205,636.98 | $201,687.5 | -$3,949.48 | -1.92% |