| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Matter Creative Capital Management Investments LLC | 4,003 | $343,128.11 | $521,230.67 | $178,102.56 | 51.91% |
Michael Snyder Beaumont Financial Advisors LLC | 1,687 | $235,116 | $219,664.29 | -$15,451.71 | -6.57% |
Olga Maltseva Catalio Capital Management LP | 269,309 | $33.43M | $37.26M | $3.83M | 11.45% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 1,996 | $245,636.56 | $259,899.18 | $14,262.62 | 5.81% |
Holly Skipper Verum Partners LLC | 1,603 | $202,476 | $208,726.65 | $6,250.65 | 3.09% |
Christopher Casanega Sharper & Granite LLC | 4,969 | $405,183.59 | $647,013.54 | $241,829.95 | 59.68% |
Belena Vincetti Fortis Capital Advisors LLC | 3,369 | $434,320.24 | $438,677.52 | $4,357.28 | 1% |
| YG Youse Guia DoubleLine ETF Adviser LP | 14,087 | $1.96M | $1.95M | -$14,227.87 | -0.72% |
Jeffrey D. Munjack JDM Financial Group LLC | 646 | $55,366.01 | $89,742.32 | $34,376.31 | 62.09% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,696 | $214,269 | $220,836.18 | $6,567.18 | 3.06% |
Patrick D. Hayes Canopy Partners LLC | 3,382 | $291,031.75 | $440,370.25 | $149,338.5 | 51.31% |
Sheryl Stephens Stephens Consulting LLC | 2,881 | $317,689.08 | $375,135.04 | $57,445.96 | 18.08% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,247 | $275,830.2 | $299,255.44 | $23,425.24 | 8.49% |
Stephen Smith Kestra Investment Management LLC | 8,983 | $1.09M | $1.21M | $121,617.07 | 11.12% |
Sue Oleari Trifecta Capital Advisors LLC | 3,190 | $352,886.82 | $415,369.93 | $62,483.11 | 17.71% |
Amy Hart Phillips Wealth Planners LLC | 3,450 | $334,480.74 | $459,470.97 | $124,990.23 | 37.37% |
Scott Register Register Financial Advisors LLC | 2,838 | $234,596.75 | $369,536.01 | $134,939.26 | 57.52% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,859 | $648,876.79 | $931,932.33 | $283,055.54 | 43.62% |
Timothy J. Videnka Forza Wealth Management LLC | 4,999 | $430,451.35 | $650,919.84 | $220,468.49 | 51.22% |
Kevin Gray Lodestar Private Asset Management LLC | 2,293 | $196,251.71 | $298,571.55 | $102,319.84 | 52.14% |