| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 16,089 | $738,225.51 | $674,933.55 | -$63,291.96 | -8.57% |
Lynn A. Jackson Dopkins Wealth Management LLC | 37,734 | $1.54M | $1.6M | $59,350.61 | 3.86% |
Dominic Corabi Wedmont Private Capital | 5,184 | $230,428.8 | $219,360.96 | -$11,067.84 | -4.8% |
Timothy J. Landolt Endowment Wealth Management Inc. | 30,184 | $1.44M | $1.29M | -$155,216.09 | -10.75% |
Amir Ali Monsefi Aire Advisors LLC | 27,000 | $1.15M | $1.15M | $549.1 | 0.05% |
| CC Cortney Cost Kraft Asset Management LLC | 19,163 | $807,528.82 | $812,511.2 | $4,982.38 | 0.62% |
John Gorlow Cardiff Park Advisors LLC | 37,072 | $1.85M | $1.57M | -$280,823.89 | -15.15% |
Randy D. Kurtz Upper Left Wealth Management LLC | 16,542 | $738,481.17 | $705,764.43 | -$32,716.74 | -4.43% |
W. Travis McKinney HB Wealth Management LLC | 11,499 | $522,614.61 | $487,442.61 | -$35,172 | -6.73% |
| FCI Family CFO Inc Family CFO Inc | 12,079 | $542,399.27 | $510,760.51 | -$31,638.76 | -5.83% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 74,568 | $3.26M | $3.16M | -$97,717.82 | -3% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,314 | $216,074.16 | $225,260.46 | $9,186.3 | 4.25% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 8,150 | $381,956.26 | $347,964.25 | -$33,992.01 | -8.9% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 4,499 | $201,780.15 | $190,982.55 | -$10,797.6 | -5.35% |
David Hunter Horizons Wealth Management | 18,189 | $817,809.78 | $776,397.46 | -$41,412.32 | -5.06% |
Rachel Faulk Cape Investment Advisory Inc. | 126 | $5,585.67 | $5,341.14 | -$244.53 | -4.38% |
Mariana Coli Dunhill Financial LLC | 29,505 | $1.37M | $1.25M | -$118,599.17 | -8.66% |
Lukas Lindgren Abound Wealth Management | 36 | $1,615 | $1,528.02 | -$86.98 | -5.39% |
Bert D. Barre Colonial Trust Co. / SC | 200 | $8,798.8 | $8,471 | -$327.8 | -3.73% |
Nelson J. Lam LAM GROUP Inc. | 24,150 | $1.04M | $1.03M | -$3,873.06 | -0.37% |