| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 2,004 | $247,374 | $212,945.04 | -$34,428.96 | -13.92% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 3,193 | $312,339 | $335,648.16 | $23,309.16 | 7.46% |
Belena Vincetti Fortis Capital Advisors LLC | 8,639 | $1.07M | $916,381.92 | -$150,016.08 | -14.07% |
| YG Youse Guia DoubleLine ETF Adviser LP | 3,474 | $390,110.92 | $369,789.93 | -$20,320.99 | -5.21% |
| BP Brett Pohl Kingdom Financial Group LLC | 504 | $50,827.91 | $53,555.04 | $2,727.13 | 5.37% |
Kevin Kroskey True Wealth Design LLC | 744 | $82,391.75 | $78,625.92 | -$3,765.83 | -4.57% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 1,670 | $206,145 | $175,750.8 | -$30,394.2 | -14.74% |
Gregg Zeoli Empire Financial Management Company LLC | 9,652 | $1.03M | $1.03M | $1,162.49 | 0.11% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 3,044 | $306,835.17 | $323,014.06 | $16,178.89 | 5.27% |
| DD Damir Durkovic Entropy Technologies, LP | 31,682 | $3.47M | $3.33M | -$139,141.08 | -4.01% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 239 | $28,538.78 | $25,224.06 | -$3,314.72 | -11.61% |
Benjamin J. Jones National Wealth Management Group, LLC | 3,406 | $361,751.93 | $363,181.78 | $1,429.85 | 0.4% |
Courtney Holt Compound Planning, Inc. | 2,951 | $327,208.36 | $310,622.26 | -$16,586.1 | -5.07% |
John Shanley Aspect Partners, LLC | 63 | $7,777 | $6,701.94 | -$1,075.06 | -13.82% |
Tony Macafee UniSuper Management Pty Ltd | 161,601 | $19.22M | $17.16M | -$2.06M | -10.7% |
Thomas Healy PFW Advisors LLC | 10,582 | $1.12M | $1.12M | -$2,856.97 | -0.25% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 55,595 | $5.5M | $5.95M | $445,437.25 | 8.1% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 2,890 | $306,958 | $305,241.8 | -$1,716.2 | -0.56% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 1,758 | $169,432.9 | $186,558.96 | $17,126.06 | 10.11% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,188 | $221,666 | $232,092.1 | $10,426.1 | 4.7% |