| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 229 | $5,308.22 | $5,877.28 | $569.06 | 10.72% |
Brian Dechow SWAN Capital LLC | 2,500 | $63,600 | $64,162.5 | $562.5 | 0.88% |
Victoria Latham Fiduciary Alliance LLC | 23,611 | $599,719.4 | $605,976.31 | $6,256.91 | 1.04% |
Loni Adams Daymark Wealth Partners LLC | 10,368 | $263,347.2 | $266,094.72 | $2,747.52 | 1.04% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 102,335 | $2.46M | $2.62M | $164,322.82 | 6.69% |
| YG Youse Guia DoubleLine ETF Adviser LP | 49,123 | $1.24M | $1.26M | $14,725.21 | 1.18% |
| BG Becki Goebel TCP Asset Management LLC | 17,585 | $438,921.6 | $451,057.01 | $12,135.41 | 2.76% |
Scott Register Register Financial Advisors LLC | 20,500 | $526,850 | $526,132.5 | -$717.5 | -0.14% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 14,777 | $378,081.69 | $379,251.7 | $1,170.01 | 0.31% |
Salvatore Cocivera Cora Capital Advisors LLC | 10,575 | $270,597.24 | $271,249.81 | $652.57 | 0.24% |
Kelly Christopher Significant Wealth Partners LLC | 47,774 | $1.19M | $1.22M | $29,151.74 | 2.44% |
Jesse Haller Compass Financial Group Inc./SD | 30,814 | $666,757.21 | $787,759.91 | $121,002.7 | 18.15% |
Moises Valladares Insigneo Advisory Services LLC | 28,884 | $720,944.64 | $741,307.86 | $20,363.22 | 2.82% |
Kyle Moore Quarry Hill Advisors LLC | 10,000 | $257,000 | $255,650 | -$1,350 | -0.53% |
Steven Trigili Garden State Investment Advisory Services LLC | 13,426 | $337,559.88 | $343,974.12 | $6,414.24 | 1.9% |
Kun Gao Sherbrooke Park Advisers LLC | 20,104 | $512,356.7 | $515,466.56 | $3,109.86 | 0.61% |
Kevin Kroskey True Wealth Design LLC | 57 | $1,448.18 | $1,462.9 | $14.72 | 1.02% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 34,748 | $885,658.5 | $891,807.42 | $6,148.92 | 0.69% |
Beth Zilka Baron Wealth Management LLC | 13,302 | $332,736.02 | $340,797.24 | $8,061.22 | 2.42% |
Lison Couture iA Global Asset Management Inc. | 28,739 | $729,970.6 | $736,293.18 | $6,322.58 | 0.87% |