| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 7,282 | $342,846.03 | $326,598.43 | -$16,247.6 | -4.74% |
| EM Erin Mccann Simplicity Wealth LLC | 108,169 | $5.02M | $4.87M | -$151,924.72 | -3.03% |
Patrick O'Connell Security Financial Services Inc. | 40,714 | $1.93M | $1.83M | -$100,004.3 | -5.17% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 10 | $463.1 | $448.9 | -$14.2 | -3.07% |
Candice Gilman Sofi Wealth LLC | 867,101 | $40.33M | $38.97M | -$1.36M | -3.38% |
Amanda Hawley Atria Wealth Solutions Inc. | 134,066 | $6.12M | $6.02M | -$94,711.5 | -1.55% |
Craig Johnsen Fortitude Advisory Group LLC | 11,749 | $542,919.49 | $527,882.57 | -$15,036.92 | -2.77% |
Jeffrey Gilbert Balboa Wealth Partners | 26,186 | $1.21M | $1.17M | -$34,597.99 | -2.86% |
Sean Murray Quantum Financial Advisors LLC | 401,594 | $18.52M | $18.05M | -$468,672.97 | -2.53% |
Adam Schwallier Schwallier Wealth Management LLC | 25,175 | $1.18M | $1.13M | -$49,956.55 | -4.23% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 18,466 | $856,869.25 | $831,339.32 | -$25,529.93 | -2.98% |
Amna Ali Khan GDS Wealth Management | 4,740 | $221,879.4 | $213,134.1 | -$8,745.3 | -3.94% |
Mark Mowrey Signature Resources Capital Management LLC | 332 | $15,614.05 | $14,910.12 | -$703.93 | -4.51% |
Rachel Faulk Cape Investment Advisory Inc. | 1,712 | $80,134.95 | $76,920.16 | -$3,214.79 | -4.01% |
Mariana Coli Dunhill Financial LLC | 1,118 | $52,244.17 | $50,231.74 | -$2,012.43 | -3.85% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 371 | $17,450.05 | $16,656.04 | -$794.01 | -4.55% |
Jill Grimes Centurion Wealth Management LLC | 4,732 | $215,141.65 | $212,206.54 | -$2,935.11 | -1.36% |
Bert D. Barre Colonial Trust Co. / SC | 403 | $18,675.02 | $18,114.85 | -$560.17 | -3% |
Brian Matter Creative Capital Management Investments LLC | 8 | $362.72 | $359.52 | -$3.2 | -0.88% |
Erik Brenner Hilltop Partners LLC | 155,925 | $7.24M | $7.02M | -$218,906.08 | -3.03% |