| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Schwallier Schwallier Wealth Management LLC | 25,175 | $1.18M | $1.16M | -$19,620.67 | -1.66% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 18,466 | $856,869.25 | $850,543.98 | -$6,325.27 | -0.74% |
Amna Ali Khan GDS Wealth Management | 4,740 | $221,879.4 | $218,893.2 | -$2,986.2 | -1.35% |
Mark Mowrey Signature Resources Capital Management LLC | 332 | $15,614.05 | $15,291.92 | -$322.13 | -2.06% |
Rachel Faulk Cape Investment Advisory Inc. | 1,847 | $86,454 | $85,423.75 | -$1,030.25 | -1.19% |
Mariana Coli Dunhill Financial LLC | 1,118 | $52,244.17 | $51,696.32 | -$547.85 | -1.05% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 367 | $17,272.34 | $16,904.02 | -$368.32 | -2.13% |
Jill Grimes Centurion Wealth Management LLC | 28,714 | $1.32M | $1.32M | $2,613.47 | 0.2% |
Bert D. Barre Colonial Trust Co. / SC | 403 | $18,675.02 | $18,550.09 | -$124.93 | -0.67% |
Jessica Thayer Unique Wealth LLC | 7,772 | $364,425.97 | $357,978.33 | -$6,447.64 | -1.77% |
Brian Matter Creative Capital Management Investments LLC | 8 | $362.72 | $368.48 | $5.76 | 1.59% |
Erik Brenner Hilltop Partners LLC | 155,925 | $7.24M | $7.21M | -$24,779.45 | -0.34% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 11,333 | $528,243.43 | $521,997.99 | -$6,245.44 | -1.18% |
| BP Brett Pohl Kingdom Financial Group LLC | 570 | $26,845.25 | $26,356.8 | -$488.45 | -1.82% |
Stephen Smith Kestra Investment Management LLC | 859,919 | $40.07M | $39.77M | -$302,700.22 | -0.76% |
Scott Register Register Financial Advisors LLC | 27 | $1,251 | $1,243.62 | -$7.38 | -0.59% |
| TT Thaddeus Toal RCS Financial Planning LLC | 11,667 | $544,483.44 | $537,382.03 | -$7,101.41 | -1.3% |
Jonathan Seed Seed Wealth Management Inc. | 55,670 | $2.56M | $2.56M | $8,967.79 | 0.35% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,253 | $102,537.25 | $104,178.72 | $1,641.47 | 1.6% |
Michael R. Panico Arcadia Wealth Management LLC | 102,116 | $4.68M | $4.7M | $20,364.64 | 0.43% |