| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VL Victoria Latham Fiduciary Alliance LLC | 684 | $170,630.21 | $225,631.08 | $55,000.87 | 32.23% |
Loni Adams Daymark Wealth Partners LLC | 1,137 | $304,223.83 | $374,209.44 | $69,985.61 | 23% |
Belena Vincetti Fortis Capital Advisors LLC | 2,933 | $842,504.44 | $965,308.96 | $122,804.52 | 14.58% |
| YG Youse Guia DoubleLine ETF Adviser LP | 4,016 | $1.15M | $1.32M | $168,150.13 | 14.58% |
Marc White Clarendon Private LLC | 1,725 | $421,740.69 | $567,732 | $145,991.31 | 34.62% |
| BP Brett Pohl Kingdom Financial Group LLC | 6 | $1,824 | $1,974.72 | $150.72 | 8.26% |
| SS Stephen Smith Kestra Investment Management LLC | 1,176 | $314,947.5 | $387,045.12 | $72,097.62 | 22.89% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,283 | $695,005 | $1.41M | $714,615.96 | 102.82% |
Amy Ardeel Icon Wealth Advisors LLC | 1,826 | $453,926.12 | $599,950.56 | $146,024.44 | 32.17% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 4,067 | $539,416.69 | $1.34M | $796,836.83 | 147.72% |
Kyle Kelley Family Capital Management Inc. | 899 | $259,315.13 | $295,375.44 | $36,060.31 | 13.91% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 4,648 | $1.24M | $1.53M | $288,519.44 | 23.29% |
| MV Moises Valladares Insigneo Advisory Services LLC | 2,159 | $466,805.96 | $708,821.29 | $242,015.33 | 51.84% |
| MR Michael Radoff LGT Financial Advisors LLC | 23 | $6,126 | $7,547.68 | $1,421.68 | 23.21% |
| SL Sarah Ludden Clifford Group LLC | 874 | $186,432.69 | $286,942.94 | $100,510.25 | 53.91% |
| DS David Smith Linden Thomas Advisory Services LLC | 5,037 | $1.15M | $1.65M | $502,108.14 | 43.57% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 366 | $78,071.46 | $119,839.38 | $41,767.92 | 53.5% |
David D. Jones Applied Finance Capital Management LLC | 10,376 | $2.68M | $3.41M | $722,241.97 | 26.91% |
Kevin Kroskey True Wealth Design LLC | 326 | $84,169.4 | $107,084.48 | $22,915.08 | 27.22% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 21,695 | $6.15M | $7.09M | $938,487.32 | 15.26% |