| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YG Youse Guia DoubleLine ETF Adviser LP | 7,519 | $1.02M | $1.11M | $89,889.84 | 8.81% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,194 | $102,293.55 | $176,323.95 | $74,030.4 | 72.37% |
Lucas Mosher SP Asset Management LLC | 2,097 | $203,131.72 | $309,674.47 | $106,542.75 | 52.45% |
| SS Stephen Smith Kestra Investment Management LLC | 6,177 | $827,019.91 | $912,188.47 | $85,168.56 | 10.3% |
Amy Ardeel Icon Wealth Advisors LLC | 2,222 | $289,674.72 | $328,212.51 | $38,537.79 | 13.3% |
John J. Edwards Breed's Hi LLCapital LLC | 8,440 | $1.15M | $1.25M | $100,930.51 | 8.81% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,948 | $372,273 | $435,450.26 | $63,177.26 | 16.97% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 811 | $102,414 | $119,793.13 | $17,379.13 | 16.97% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 6,049 | $798,078.11 | $893,500.21 | $95,422.1 | 11.96% |
Lydia Moore MRP Capital Investments LLC | 10 | $1,358 | $1,476.56 | $118.56 | 8.73% |
| MV Moises Valladares Insigneo Advisory Services LLC | 3,714 | $471,595.94 | $548,394.01 | $76,798.07 | 16.28% |
Kun Gao Sherbrooke Park Advisers LLC | 1,599 | $194,150.6 | $235,884.48 | $41,733.88 | 21.5% |
| FFL Financial Freedom LLC Financial Freedom LLC | 113 | $13,862.17 | $16,685.12 | $2,822.95 | 20.36% |
| VC Vickie Chrisman LMG Wealth Partners LLC | 23,841 | $2.81M | $3.53M | $715,743.42 | 25.43% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 233 | $29,423 | $34,377.98 | $4,954.98 | 16.84% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 1,045 | $133,040.16 | $154,720.61 | $21,680.45 | 16.3% |
| RV Roland Vetter West Tower Group LLC | 2,000 | $252,560 | $295,311.8 | $42,751.8 | 16.93% |
Kevin Kroskey True Wealth Design LLC | 2,755 | $347,328.26 | $408,786.9 | $61,458.64 | 17.69% |
Jill Batley Gateway Wealth Partners LLC | 1,820 | $229,826 | $269,465.56 | $39,639.56 | 17.25% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 525 | $66,297 | $77,820.75 | $11,523.75 | 17.38% |