| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Holly Skipper Verum Partners LLC | 888 | $263,167.14 | $247,796.39 | -$15,370.75 | -5.84% |
| YG Youse Guia DoubleLine ETF Adviser LP | 3,111 | $829,859.25 | $879,044.16 | $49,184.91 | 5.93% |
| BP Brett Pohl Kingdom Financial Group LLC | 146 | $40,143 | $41,226.02 | $1,083.02 | 2.7% |
Stephen Smith Kestra Investment Management LLC | 6,353 | $1.87M | $1.77M | -$101,533.8 | -5.42% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,974 | $964,405.45 | $825,017.34 | -$139,388.11 | -14.45% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1 | $276 | $279.05 | $3.05 | 1.11% |
Andy Peters Goldstein Advisors LLC | 1,763 | $480,593.88 | $491,965.13 | $11,371.25 | 2.37% |
Jeffrey Hanson Breakwater Capital Group | 1,121 | $362,725.42 | $312,815.04 | -$49,910.38 | -13.76% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 122 | $37,744.98 | $34,044.1 | -$3,700.88 | -9.8% |
Darren Tapley New England Capital Financial Advisors LLC | 322 | $99,384.25 | $89,854.1 | -$9,530.15 | -9.59% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 938 | $250,627.67 | $261,748.89 | $11,121.22 | 4.44% |
Lydia Moore MRP Capital Investments LLC | 50 | $16,529.02 | $14,118.5 | -$2,410.52 | -14.58% |
Moises Valladares Insigneo Advisory Services LLC | 1,331 | $428,796.85 | $376,087.36 | -$52,709.49 | -12.29% |
Ashley Buboltz Moran Wealth Management LLC | 48,012 | $13.19M | $13.4M | $210,718.43 | 1.6% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,248 | $425,306.6 | $347,443.2 | -$77,863.4 | -18.31% |
Andrew Lewis Genesis Private Wealth LLC | 1,531 | $430,233.64 | $427,225.53 | -$3,008.11 | -0.7% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 569 | $188,754.95 | $160,668.53 | -$28,086.42 | -14.88% |
David Smith Linden Thomas Advisory Services LLC | 3,381 | $1.07M | $943,468.01 | -$130,033.53 | -12.11% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 90 | $24,008 | $25,114.5 | $1,106.5 | 4.61% |
Paul B. Ordonio Park Place Capital Corp. | 102 | $28,396.62 | $28,821.12 | $424.5 | 1.49% |