| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 2,663 | $572,727.44 | $461,657.68 | -$111,069.76 | -19.39% |
| YG Youse Guia DoubleLine ETF Adviser LP | 14,453 | $3.29M | $2.54M | -$747,758.43 | -22.76% |
| QS Quentin Stoker Gallacher Capital Management LLC | 2,338 | $382,384 | $405,315.68 | $22,931.68 | 6% |
Patrick D. Hayes Canopy Partners LLC | 1,317 | $263,713.08 | $228,315.12 | -$35,397.96 | -13.42% |
Sheryl Stephens Stephens Consulting LLC | 8 | $1,405 | $1,386.88 | -$18.12 | -1.29% |
| BP Brett Pohl Kingdom Financial Group LLC | 23 | $3,999.42 | $3,967.96 | -$31.46 | -0.79% |
Amy Hart Phillips Wealth Planners LLC | 3,094 | $597,133.55 | $533,776.88 | -$63,356.67 | -10.61% |
Scott Register Register Financial Advisors LLC | 174 | $28,383 | $30,164.64 | $1,781.64 | 6.28% |
Bree Pate Olisti Co. Wealth LLC | 133 | $23,351 | $23,056.88 | -$294.12 | -1.26% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,212 | $1.1M | $1.06M | -$37,325.94 | -3.41% |
Timothy J. Videnka Forza Wealth Management LLC | 9,450 | $1.8M | $1.64M | -$156,979.77 | -8.74% |
Amy Ardeel Icon Wealth Advisors LLC | 4,213 | $845,135.47 | $708,078.94 | -$137,056.53 | -16.22% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 3 | $548.31 | $504.21 | -$44.1 | -8.04% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,391 | $474,362.4 | $412,495.32 | -$61,867.08 | -13.04% |
Darren Tapley New England Capital Financial Advisors LLC | 31 | $6,218.73 | $5,374.16 | -$844.57 | -13.58% |
Lydia Moore MRP Capital Investments LLC | 240 | $39,257 | $41,404.8 | $2,147.8 | 5.47% |
Neil Christ Oak Hill Wealth Advisors LLC | 3,826 | $795,004.97 | $663,275.36 | -$131,729.61 | -16.57% |
Moises Valladares Insigneo Advisory Services LLC | 4,277 | $854,723.81 | $750,955.66 | -$103,768.15 | -12.14% |
John Canning Mi LLCreek Capital Advisors LLC | 2,395 | $504,574.54 | $415,197.2 | -$89,377.34 | -17.71% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,389 | $227,274 | $233,449.24 | $6,175.24 | 2.72% |