| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YG Youse Guia DoubleLine ETF Adviser LP | 17,556 | $1.1M | $909,927.48 | -$191,711.75 | -17.4% |
Jeffrey D. Munjack JDM Financial Group LLC | 26 | $2,178.8 | $1,337.18 | -$841.62 | -38.63% |
Sheryl Stephens Stephens Consulting LLC | 127 | $12,110 | $5,934.71 | -$6,175.29 | -50.99% |
Lucas Mosher SP Asset Management LLC | 3,700 | $219,503.14 | $172,901 | -$46,602.14 | -21.23% |
| BP Brett Pohl Kingdom Financial Group LLC | 13 | $815.75 | $641.16 | -$174.59 | -21.4% |
Sue Oleari Trifecta Capital Advisors LLC | 48,316 | $4.44M | $2.26M | -$2.18M | -49.16% |
Bree Pate Olisti Co. Wealth LLC | 104 | $9,916 | $4,859.92 | -$5,056.08 | -50.99% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 14,089 | $925,911.69 | $728,260.41 | -$197,651.28 | -21.35% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 36,860 | $2.46M | $1.72M | -$736,370.92 | -29.95% |
John J. Edwards Breed's Hi LLCapital LLC | 4,914 | $367,282.01 | $229,631.22 | -$137,650.79 | -37.48% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10,214 | $640,928.45 | $487,616.36 | -$153,312.09 | -23.92% |
Bepin Serraj Richard W. Paul & Associates LLC | 27,127 | $1.27M | $1.34M | $71,883.55 | 5.68% |
Jeffrey Hanson Breakwater Capital Group | 6,937 | $368,831.01 | $324,166.01 | -$44,665 | -12.11% |
Justin Halverson Great Waters Wealth Management | 7,547 | $463,718.25 | $352,671.31 | -$111,046.94 | -23.95% |
Darren Tapley New England Capital Financial Advisors LLC | 13 | $663.33 | $607.49 | -$55.84 | -8.42% |
Moises Valladares Insigneo Advisory Services LLC | 15,342 | $1.14M | $795,175.86 | -$343,242.51 | -30.15% |
Steven Trigili Garden State Investment Advisory Services LLC | 5,257 | $224,369 | $269,105.83 | $44,736.83 | 19.94% |
Kun Gao Sherbrooke Park Advisers LLC | 2,549 | $248,858.94 | $119,114.77 | -$129,744.17 | -52.14% |
Jeffrey Rosenthal Viawealth LLC | 8,085 | $345,068 | $413,871.15 | $68,803.15 | 19.94% |
David Smith Linden Thomas Advisory Services LLC | 36,301 | $2.25M | $1.7M | -$554,026.56 | -24.62% |