| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 11,873 | $296,350.08 | $301,455.47 | $5,105.39 | 1.72% |
| EM Erin Mccann Simplicity Wealth LLC | 223,823 | $5.73M | $5.68M | -$52,503.33 | -0.92% |
| RG Robert Glass AlphaCentric Advisors LLC | 8,859 | $221,120.64 | $224,752.83 | $3,632.19 | 1.64% |
Michael Byun SageView Advisory Group LLC | 6,799 | $170,042.99 | $172,626.61 | $2,583.62 | 1.52% |
Amanda Hawley Atria Wealth Solutions Inc. | 60,180 | $1.53M | $1.52M | -$2,352.04 | -0.15% |
Craig Johnsen Fortitude Advisory Group LLC | 88,000 | $2.22M | $2.23M | $9,884.04 | 0.45% |
Kevin Zemann WealthPlan Investment Management LLC | 11,702 | $298,749.21 | $296,177.62 | -$2,571.59 | -0.86% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 155,571 | $3.93M | $3.94M | $6,965.23 | 0.18% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 28,455 | $674,915.87 | $720,480.6 | $45,564.73 | 6.75% |
CJ Harrison DecisionPoint Financial LLC | 14 | $355.6 | $354.48 | -$1.12 | -0.31% |
Mariana Coli Dunhill Financial LLC | 21 | $525.21 | $531.51 | $6.3 | 1.2% |
| DP Drew Phillips Fortitude Family Office LLC | 229 | $5,308.22 | $5,795.99 | $487.77 | 9.19% |
Brian Dechow SWAN Capital LLC | 2,500 | $63,600 | $63,275 | -$325 | -0.51% |
| VL Victoria Latham Fiduciary Alliance LLC | 25,219 | $640,562.6 | $638,292.89 | -$2,269.71 | -0.35% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 89,158 | $2.12M | $2.26M | $133,784.9 | 6.3% |
| YG Youse Guia DoubleLine ETF Adviser LP | 55,560 | $1.41M | $1.41M | $181.42 | 0.01% |
| BG Becki Goebel TCP Asset Management LLC | 26,165 | $653,078.4 | $663,021.1 | $9,942.7 | 1.52% |
| SR Scott Register Register Financial Advisors LLC | 20,500 | $526,850 | $519,470 | -$7,380 | -1.4% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 19,573 | $500,811.33 | $495,392.63 | -$5,418.7 | -1.08% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 153 | $3,850.7 | $3,875.49 | $24.79 | 0.64% |