| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kellie Borror Daner Wealth Management LLC | 2,743 | $198,488.87 | $252,452 | $53,963.13 | 27.19% |
Loni Adams Daymark Wealth Partners LLC | 31,083 | $2.04M | $2.85M | $805,207.55 | 39.46% |
Brian Matter Creative Capital Management Investments LLC | 66 | $6,827.7 | $6,110.28 | -$717.42 | -10.51% |
Holly Skipper Verum Partners LLC | 2,023 | $209,273 | $177,113.65 | -$32,159.35 | -15.37% |
| YG Youse Guia DoubleLine ETF Adviser LP | 14,604 | $1.05M | $1.28M | $229,721.35 | 21.9% |
Patrick D. Hayes Canopy Partners LLC | 2,372 | $245,383 | $207,668.6 | -$37,714.4 | -15.37% |
Sheryl Stephens Stephens Consulting LLC | 50 | $5,054.49 | $4,519.5 | -$534.99 | -10.58% |
Cornell P. Abod Beacon Investment Advisors LLC | 2,250 | $232,763 | $196,987.5 | -$35,775.5 | -15.37% |
Stephen Smith Kestra Investment Management LLC | 3,845 | $276,145.39 | $347,549.55 | $71,404.16 | 25.86% |
Sue Oleari Trifecta Capital Advisors LLC | 18 | $1,863 | $1,627.02 | -$235.98 | -12.67% |
Scott Register Register Financial Advisors LLC | 3,476 | $253,292.22 | $314,195.64 | $60,903.42 | 24.04% |
Bree Pate Olisti Co. Wealth LLC | 290 | $23,014 | $26,213.1 | $3,199.1 | 13.9% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 26,216 | $1.91M | $2.37M | $463,704.85 | 24.33% |
Timothy J. Videnka Forza Wealth Management LLC | 10,914 | $912,547.9 | $955,520.7 | $42,972.8 | 4.71% |
Amy Ardeel Icon Wealth Advisors LLC | 4,711 | $229,742.19 | $425,827.29 | $196,085.1 | 85.35% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4,262 | $415,476.75 | $394,575.96 | -$20,900.79 | -5.03% |
Dean Pelos Commonwealth Retirement Investments LLC | 1,158 | $119,823 | $104,671.62 | -$15,151.38 | -12.64% |
Bepin Serraj Richard W. Paul & Associates LLC | 14,594 | $856,351.82 | $1.32M | $462,799.84 | 54.04% |
Michael R. Panico Arcadia Wealth Management LLC | 2,451 | $253,581 | $225,810.63 | -$27,770.37 | -10.95% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 968 | $69,455.86 | $87,497.52 | $18,041.66 | 25.98% |