| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 345 | $6,477.48 | $7,127.7 | $650.22 | 10.04% |
Mariana Coli Dunhill Financial LLC | 57 | $958.91 | $1,219.51 | $260.6 | 27.18% |
Drew Phillips Fortitude Family Office LLC | 153 | $3,331.68 | $3,339.99 | $8.31 | 0.25% |
Brian Dechow SWAN Capital LLC | 265 | $5,194 | $5,474.9 | $280.9 | 5.41% |
Brian Matter Creative Capital Management Investments LLC | 210 | $5,264.7 | $4,584.3 | -$680.4 | -12.92% |
| YG Youse Guia DoubleLine ETF Adviser LP | 30,759 | $681,163.9 | $639,479.61 | -$41,684.29 | -6.12% |
Stephen Smith Kestra Investment Management LLC | 11,884 | $254,312 | $259,427.72 | $5,115.72 | 2.01% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 468 | $9,072.31 | $10,216.44 | $1,144.13 | 12.61% |
Moises Valladares Insigneo Advisory Services LLC | 23,847 | $437,776.05 | $495,779.13 | $58,003.08 | 13.25% |
Kevin Kroskey True Wealth Design LLC | 209 | $3,490.56 | $4,562.47 | $1,071.91 | 30.71% |
Jill Batley Gateway Wealth Partners LLC | 14,143 | $232,367 | $308,741.69 | $76,374.69 | 32.87% |
Amber Anderson Aspen Wealth Strategies LLC | 16,214 | $304,375.31 | $346,898.53 | $42,523.22 | 13.97% |
| PIL PFG Investments LLC PFG Investments LLC | 31,000 | $545,866.35 | $676,730 | $130,863.65 | 23.97% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 148 | $2,431.77 | $3,230.84 | $799.07 | 32.86% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 30,670 | $606,211.33 | $669,526.1 | $63,314.77 | 10.44% |
Staci Compagno Portside Wealth Group, LLC | 13,237 | $225,608.93 | $288,963.71 | $63,354.78 | 28.08% |
John Shanley Aspect Partners, LLC | 17 | $273.34 | $371.11 | $97.77 | 35.77% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 67 | $1,347 | $1,462.61 | $115.61 | 8.58% |
Tony Macafee UniSuper Management Pty Ltd | 131,321 | $2.5M | $2.73M | $233,873.6 | 9.37% |
Robert Green LECAP ASSET MANAGEMENT LTD | 43,414 | $929,060 | $947,727.62 | $18,667.62 | 2.01% |