| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Matter Creative Capital Management Investments LLC | 3,916 | $332,136.53 | $522,159.44 | $190,022.91 | 57.21% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 1,687 | $235,116 | $224,843.36 | -$10,272.64 | -4.37% |
| OM Olga Maltseva Catalio Capital Management LP | 163,905 | $20.12M | $21.86M | $1.74M | 8.64% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 1,927 | $236,919.1 | $256,830.56 | $19,911.46 | 8.4% |
Christopher Casanega Sharper & Granite LLC | 4,969 | $405,183.59 | $677,274.7 | $272,091.11 | 67.15% |
Belena Vincetti Fortis Capital Advisors LLC | 3,049 | $393,891.29 | $406,370.72 | $12,479.43 | 3.17% |
| YG Youse Guia DoubleLine ETF Adviser LP | 15,600 | $2.17M | $2.08M | -$95,004 | -4.37% |
Jeffrey D. Munjack JDM Financial Group LLC | 642 | $54,860.65 | $85,565.76 | $30,705.11 | 55.97% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,696 | $214,269 | $227,738.88 | $13,469.88 | 6.29% |
| PDH Patrick D. Hayes Canopy Partners LLC | 3,757 | $321,410.53 | $500,732.96 | $179,322.43 | 55.79% |
| SS Sheryl Stephens Stephens Consulting LLC | 2,881 | $317,689.08 | $383,979.68 | $66,290.6 | 20.87% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,381 | $292,279.36 | $317,339.68 | $25,060.32 | 8.57% |
| SS Stephen Smith Kestra Investment Management LLC | 13,936 | $1.64M | $1.86M | $212,805.75 | 12.94% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 3,190 | $352,886.82 | $425,163.2 | $72,276.38 | 20.48% |
Amy Hart Phillips Wealth Planners LLC | 3,476 | $336,576.73 | $463,281.28 | $126,704.55 | 37.65% |
| SR Scott Register Register Financial Advisors LLC | 2,838 | $234,596.75 | $369,053.5 | $134,456.75 | 57.31% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,697 | $502,071.24 | $759,296.16 | $257,224.92 | 51.23% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 4,999 | $430,451.35 | $671,265.72 | $240,814.37 | 55.94% |
Kevin Gray Lodestar Private Asset Management LLC | 2,443 | $208,829.21 | $325,603.04 | $116,773.83 | 55.92% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 800 | $111,496 | $106,512 | -$4,984 | -4.47% |