| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 11,842 | $120,742.6 | $168,511.66 | $47,769.06 | 39.56% |
Loni Adams Daymark Wealth Partners LLC | 27,427 | $352,121.74 | $390,286.21 | $38,164.47 | 10.84% |
Brian Matter Creative Capital Management Investments LLC | 175 | $2,019.5 | $2,490.25 | $470.75 | 23.31% |
| EB Erik Brenner Hilltop Partners LLC | 20,769 | $253,005.42 | $295,542.87 | $42,537.45 | 16.81% |
| JF Jade Franke Retirement Investment Advisors Inc. | 19,973 | $250,262.03 | $284,215.79 | $33,953.76 | 13.57% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 10,676 | $112,394.04 | $151,919.48 | $39,525.44 | 35.17% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 14,041 | $210,840.81 | $199,803.43 | -$11,037.38 | -5.23% |
| YG Youse Guia DoubleLine ETF Adviser LP | 69,031 | $905,687.03 | $982,311.13 | $76,624.1 | 8.46% |
Jeffrey D. Munjack JDM Financial Group LLC | 80 | $844.8 | $1,138.4 | $293.6 | 34.75% |
| SS Sheryl Stephens Stephens Consulting LLC | 14,068 | $281,272.01 | $200,187.64 | -$81,084.37 | -28.83% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 1,000 | $11,540 | $14,230 | $2,690 | 23.31% |
| SR Scott Register Register Financial Advisors LLC | 11,147 | $140,717.73 | $158,621.81 | $17,904.08 | 12.72% |
Bree Pate Olisti Co. Wealth LLC | 2,000 | $26,240 | $28,460 | $2,220 | 8.46% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 15,137 | $181,038.46 | $215,399.51 | $34,361.05 | 18.98% |
Kevin Gray Lodestar Private Asset Management LLC | 23,512 | $272,290.93 | $334,575.76 | $62,284.83 | 22.87% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 33,142 | $388,750.68 | $471,610.66 | $82,859.98 | 21.31% |
Matthew C. Jessup Jessup Wealth Management Inc. | 11,678 | $146,791.04 | $166,177.94 | $19,386.9 | 13.21% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 5,823 | $67,198 | $82,861.29 | $15,663.29 | 23.31% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 630 | $7,270.2 | $8,964.9 | $1,694.7 | 23.31% |
Jeffrey Hanson Breakwater Capital Group | 56,624 | $678,600.81 | $805,759.52 | $127,158.71 | 18.74% |