| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Holly Skipper Verum Partners LLC | 1,603 | $202,476 | $251,238.19 | $48,762.19 | 24.08% |
Christopher Casanega Sharper & Granite LLC | 4,969 | $405,183.59 | $787,834.95 | $382,651.36 | 94.44% |
Belena Vincetti Fortis Capital Advisors LLC | 3,369 | $434,320.24 | $527,248.5 | $92,928.26 | 21.4% |
| YG Youse Guia DoubleLine ETF Adviser LP | 14,087 | $1.96M | $2.2M | $231,872.02 | 11.81% |
Jeffrey D. Munjack JDM Financial Group LLC | 646 | $55,366.01 | $101,099 | $45,732.99 | 82.6% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,696 | $214,269 | $264,830.4 | $50,561.4 | 23.6% |
Patrick D. Hayes Canopy Partners LLC | 3,382 | $291,031.75 | $527,828.74 | $236,796.99 | 81.36% |
Sheryl Stephens Stephens Consulting LLC | 2,881 | $317,689.08 | $450,069.82 | $132,380.74 | 41.67% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,247 | $275,830.2 | $350,419.65 | $74,589.45 | 27.04% |
Stephen Smith Kestra Investment Management LLC | 8,983 | $1.09M | $1.4M | $309,855.83 | 28.34% |
Sue Oleari Trifecta Capital Advisors LLC | 3,202 | $354,402.91 | $500,312.5 | $145,909.59 | 41.17% |
Amy Hart Phillips Wealth Planners LLC | 3,450 | $334,480.74 | $539,148.75 | $204,668.01 | 61.19% |
Scott Register Register Financial Advisors LLC | 2,838 | $234,596.75 | $443,721.3 | $209,124.55 | 89.14% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,859 | $648,876.79 | $1.07M | $422,430.42 | 65.1% |
Timothy J. Videnka Forza Wealth Management LLC | 4,999 | $430,451.35 | $783,918.18 | $353,466.83 | 82.12% |
Kevin Gray Lodestar Private Asset Management LLC | 2,293 | $196,251.71 | $357,742.39 | $161,490.68 | 82.29% |
Dean Pelos Commonwealth Retirement Investments LLC | 1,505 | $133,514.56 | $235,442.2 | $101,927.64 | 76.34% |
Andy Peters Goldstein Advisors LLC | 2,833 | $286,975.03 | $445,829.21 | $158,854.18 | 55.35% |
Darren Tapley New England Capital Financial Advisors LLC | 390 | $32,404.47 | $60,976.5 | $28,572.03 | 88.17% |
Kelly Christopher Significant Wealth Partners LLC | 4,083 | $423,002.66 | $642,541.71 | $219,539.05 | 51.9% |