| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 35 | $4,359.77 | $3,943.8 | -$415.97 | -9.54% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 192 | $10,037.44 | $21,106.56 | $11,069.12 | 110.28% |
Mariana Coli Dunhill Financial LLC | 652 | $67,632.29 | $73,467.36 | $5,835.07 | 8.63% |
Lukas Lindgren Abound Wealth Management | 713 | $32,468.94 | $80,308.75 | $47,839.81 | 147.34% |
Drew Phillips Fortitude Family Office LLC | 3,415 | $401,400 | $384,802.2 | -$16,597.8 | -4.13% |
Matthew Zienty Cardinal Point Capital Management ULC | 5,033 | $532,617.22 | $557,958.38 | $25,341.16 | 4.76% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 28,031 | $1.5M | $3.11M | $1.61M | 107.69% |
Bert D. Barre Colonial Trust Co. / SC | 3 | $248.85 | $333.36 | $84.51 | 33.96% |
| RDL Rodrigo De La Garza Summa Corp. | 1,800 | $227,358 | $200,898 | -$26,460 | -11.64% |
Loni Adams Daymark Wealth Partners LLC | 5,201 | $461,177.78 | $569,561.51 | $108,383.73 | 23.5% |
Michael Snyder Beaumont Financial Advisors LLC | 2,858 | $164,677.83 | $316,837.88 | $152,160.05 | 92.4% |
| YG Youse Guia DoubleLine ETF Adviser LP | 13,042 | $1.5M | $1.49M | -$8,746.81 | -0.58% |
Cornell P. Abod Beacon Investment Advisors LLC | 9,369 | $486,139.69 | $1.07M | $587,547.71 | 120.86% |
Lucas Mosher SP Asset Management LLC | 1,926 | $243,280 | $213,516.36 | -$29,763.64 | -12.23% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,654 | $727,442.06 | $737,662.44 | $10,220.38 | 1.4% |
Dean Pelos Commonwealth Retirement Investments LLC | 33 | $4,125 | $3,658.38 | -$466.62 | -11.31% |
Bepin Serraj Richard W. Paul & Associates LLC | 28 | $1,481.65 | $3,104.08 | $1,622.43 | 109.5% |
Kelly Christopher Significant Wealth Partners LLC | 3,741 | $383,265.88 | $421,461.06 | $38,195.18 | 9.97% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,360 | $248,785.25 | $261,629.6 | $12,844.35 | 5.16% |
Ashley Buboltz Moran Wealth Management LLC | 163,458 | $14.65M | $18.12M | $3.47M | 23.7% |