| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YG Youse Guia DoubleLine ETF Adviser LP | 28,828 | $2.75M | $2.77M | $24,689.8 | 0.9% |
Jeffrey D. Munjack JDM Financial Group LLC | 110 | $10,381.48 | $10,580.9 | $199.42 | 1.92% |
Patrick D. Hayes Canopy Partners LLC | 2,067 | $246,013.7 | $198,824.73 | -$47,188.97 | -19.18% |
Marc White Clarendon Private LLC | 4,902 | $548,281.46 | $471,523.38 | -$76,758.08 | -14% |
Sheryl Stephens Stephens Consulting LLC | 1,597 | $185,242.61 | $153,615.43 | -$31,627.18 | -17.07% |
Dennis Wallace Fortune Financial Advisors LLC | 2,153 | $207,505.9 | $207,097.07 | -$408.83 | -0.2% |
| JS Jeffrey Starkey Kooman & Associates | 3,521 | $317,605.11 | $338,684.99 | $21,079.88 | 6.64% |
Nelson J. Lam LAM GROUP Inc. | 100 | $9,638 | $9,619 | -$19 | -0.2% |
| BP Brett Pohl Kingdom Financial Group LLC | 146 | $14,081.54 | $15,314.67 | $1,233.13 | 8.76% |
Stephen Smith Kestra Investment Management LLC | 2,110 | $203,359.07 | $214,713.6 | $11,354.53 | 5.58% |
Sue Oleari Trifecta Capital Advisors LLC | 1,464 | $127,610.6 | $140,822.16 | $13,211.56 | 10.35% |
Bree Pate Olisti Co. Wealth LLC | 421 | $47,897 | $40,495.99 | -$7,401.01 | -15.45% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 17,723 | $1.97M | $1.7M | -$266,150.94 | -13.5% |
Timothy J. Videnka Forza Wealth Management LLC | 9,796 | $931,171.27 | $942,277.24 | $11,105.97 | 1.19% |
Kevin Gray Lodestar Private Asset Management LLC | 2,806 | $265,433.84 | $269,909.14 | $4,475.3 | 1.69% |
Amy Ardeel Icon Wealth Advisors LLC | 43,115 | $4.69M | $4.39M | -$299,844.46 | -6.4% |
John J. Edwards Breed's Hi LLCapital LLC | 2,410 | $266,734.78 | $231,817.9 | -$34,916.88 | -13.09% |
Joshua A. Kennon Kennon-Green & Company LLC | 24,240 | $2.19M | $2.54M | $347,647.41 | 15.88% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 6,088 | $583,452.71 | $585,604.72 | $2,152.01 | 0.37% |
Andy Peters Goldstein Advisors LLC | 4,546 | $412,548.22 | $437,279.74 | $24,731.52 | 5.99% |