| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 7 | $2,161.14 | $2,175.53 | $14.39 | 0.67% |
Mariana Coli Dunhill Financial LLC | 7 | $2,221.33 | $2,175.53 | -$45.8 | -2.06% |
Drew Phillips Fortitude Family Office LLC | 59 | $14,331.94 | $18,336.61 | $4,004.67 | 27.94% |
Alex Nunnamaker Schechter Investment Advisors LLC | 901 | $170,738.45 | $274,449.1 | $103,710.65 | 60.74% |
Brian Matter Creative Capital Management Investments LLC | 16 | $4,889.76 | $4,972.64 | $82.88 | 1.69% |
| YG Youse Guia DoubleLine ETF Adviser LP | 2,326 | $637,431.93 | $717,524.48 | $80,092.55 | 12.56% |
Andy Peters Goldstein Advisors LLC | 858 | $262,136 | $266,657.83 | $4,521.83 | 1.72% |
Ashley Buboltz Moran Wealth Management LLC | 13,865 | $4.22M | $4.22M | $3,188.64 | 0.08% |
David Smith Linden Thomas Advisory Services LLC | 7,599 | $1.46M | $2.31M | $854,239.62 | 58.53% |
Kevin Kroskey True Wealth Design LLC | 3 | $1,009.42 | $932.37 | -$77.05 | -7.63% |
Jill Batley Gateway Wealth Partners LLC | 837 | $259,451 | $256,866.93 | -$2,584.07 | -1% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 4,778 | $1.4M | $1.46M | $54,894.34 | 3.92% |
Lison Couture iA Global Asset Management Inc. | 1,884 | $575,769.22 | $574,403.34 | -$1,365.88 | -0.24% |
| PIL PFG Investments LLC PFG Investments LLC | 851 | $229,920.56 | $263,363.22 | $33,442.66 | 14.55% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 680 | $204,998.84 | $207,277.6 | $2,278.76 | 1.11% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,794 | $603,322.15 | $552,659.64 | -$50,662.51 | -8.4% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,782 | $449,082.89 | $549,836.1 | $100,753.21 | 22.44% |
Staci Compagno Portside Wealth Group, LLC | 935 | $253,156.46 | $285,002.02 | $31,845.56 | 12.58% |
Courtney Holt Compound Planning, Inc. | 2,045 | $547,786.62 | $633,152.45 | $85,365.83 | 15.58% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,102 | $171,692 | $340,033.12 | $168,341.12 | 98.05% |