| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 260 | $21,010.98 | $22,906 | $1,895.02 | 9.02% |
Matthew Zienty Cardinal Point Capital Management ULC | 2,392 | $216,367 | $207,721.28 | -$8,645.72 | -4% |
Brian Dechow SWAN Capital LLC | 16 | $1,192.21 | $1,382.64 | $190.43 | 15.97% |
Bert D. Barre Colonial Trust Co. / SC | 31,623 | $2.48M | $2.74M | $266,104.48 | 10.75% |
Loni Adams Daymark Wealth Partners LLC | 22,629 | $1.99M | $1.95M | -$31,193.23 | -1.57% |
Brian Matter Creative Capital Management Investments LLC | 41 | $3,708.86 | $3,612.1 | -$96.76 | -2.61% |
Olga Maltseva Catalio Capital Management LP | 124,778 | $10.64M | $10.79M | $149,733.6 | 1.41% |
| YG Youse Guia DoubleLine ETF Adviser LP | 6,365 | $509,709.41 | $556,937.5 | $47,228.09 | 9.27% |
Jeffrey D. Munjack JDM Financial Group LLC | 135 | $10,072.35 | $11,690.32 | $1,617.97 | 16.06% |
Patrick D. Hayes Canopy Partners LLC | 7,739 | $601,403.68 | $671,126.08 | $69,722.4 | 11.59% |
| BP Brett Pohl Kingdom Financial Group LLC | 60 | $5,115 | $5,183.4 | $68.4 | 1.34% |
Stephen Smith Kestra Investment Management LLC | 2,660 | $240,624 | $229,957 | -$10,667 | -4.43% |
Sue Oleari Trifecta Capital Advisors LLC | 4,350 | $340,214.43 | $376,318.5 | $36,104.07 | 10.61% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,284 | $365,215.78 | $370,266.12 | $5,050.34 | 1.38% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,450 | $161,676 | $211,667.75 | $49,991.75 | 30.92% |
Darren Tapley New England Capital Financial Advisors LLC | 528 | $39,394.08 | $45,759.12 | $6,365.04 | 16.16% |
Paul L. Moffat Arista Wealth Management LLC | 2,739 | $214,217.3 | $237,389.13 | $23,171.83 | 10.82% |
David Bach River Street Advisors LLC | 5,240 | $409,821 | $458,473.8 | $48,652.8 | 11.87% |
Moises Valladares Insigneo Advisory Services LLC | 5,896 | $533,352 | $509,414.4 | -$23,937.6 | -4.49% |
David Smith Linden Thomas Advisory Services LLC | 11,130 | $891,272.36 | $961,965.9 | $70,693.54 | 7.93% |