| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Hartman Warther Private Wealth LLC | 704 | $316,302.2 | $277,735.05 | -$38,567.15 | -12.19% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 528 | $218,697.89 | $186,558.23 | -$32,139.66 | -14.7% |
Victoria Latham Fiduciary Alliance LLC | 765 | $389,891.32 | $270,297.44 | -$119,593.88 | -30.67% |
Nolan Hoffmeyer Thematics Asset Management | 77,935 | $24.7M | $27.54M | $2.83M | 11.47% |
Loni Adams Daymark Wealth Partners LLC | 6,573 | $2.11M | $2.32M | $212,112.4 | 10.05% |
Stephen Cheifetz Kades & Cheifetz LLC | 657 | $221,645.37 | $232,137.8 | $10,492.43 | 4.73% |
Brian Matter Creative Capital Management Investments LLC | 784 | $384,781.32 | $277,010.71 | -$107,770.61 | -28.01% |
Michael Snyder Beaumont Financial Advisors LLC | 663 | $310,958.02 | $234,257.78 | -$76,700.24 | -24.67% |
| YG Youse Guia DoubleLine ETF Adviser LP | 4,045 | $1.86M | $1.6M | -$268,911.26 | -14.42% |
Angela McCray SurgoCap Partners LP | 256,963 | $138.14M | $101.37M | -$36.76M | -26.61% |
Patrick D. Hayes Canopy Partners LLC | 2,025 | $872,618.52 | $715,493.23 | -$157,125.29 | -18.01% |
Sheryl Stephens Stephens Consulting LLC | 9 | $5,098 | $3,179.97 | -$1,918.03 | -37.62% |
Dennis Wallace Fortune Financial Advisors LLC | 1,586 | $618,841.65 | $560,381.36 | -$58,460.29 | -9.45% |
Stephen Smith Kestra Investment Management LLC | 611 | $288,870.46 | $225,009.92 | -$63,860.54 | -22.11% |
Sue Oleari Trifecta Capital Advisors LLC | 14,746 | $5.38M | $5.21M | -$171,005.54 | -3.18% |
Bree Pate Olisti Co. Wealth LLC | 99 | $48,310.61 | $34,979.67 | -$13,330.94 | -27.59% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,562 | $961,380.58 | $1.03M | $66,673.16 | 6.94% |
Amy Ardeel Icon Wealth Advisors LLC | 2,688 | $1.48M | $989,896.35 | -$494,188.97 | -33.3% |
John J. Edwards Breed's Hi LLCapital LLC | 425 | $221,926.52 | $150,165.25 | -$71,761.27 | -32.34% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,945 | $617,218.33 | $765,124.1 | $147,905.77 | 23.96% |