| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Belena Vincetti Fortis Capital Advisors LLC | 4,470 | $968,559.12 | $1.13M | $166,418.58 | 17.18% |
| YG Youse Guia DoubleLine ETF Adviser LP | 26,686 | $6.52M | $6.63M | $111,280.23 | 1.71% |
Jeffrey D. Munjack JDM Financial Group LLC | 258 | $42,949.5 | $65,508.78 | $22,559.28 | 52.53% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,733 | $285,858.32 | $440,026.03 | $154,167.71 | 53.93% |
Patrick D. Hayes Canopy Partners LLC | 13,071 | $2.04M | $3.32M | $1.28M | 62.82% |
Marc White Clarendon Private LLC | 6,395 | $1.26M | $1.62M | $359,825.65 | 28.47% |
Sheryl Stephens Stephens Consulting LLC | 3,426 | $570,468.58 | $869,895.66 | $299,427.08 | 52.49% |
Cornell P. Abod Beacon Investment Advisors LLC | 5,788 | $934,251.38 | $1.44M | $504,703.3 | 54.02% |
| JS Jeffrey Starkey Kooman & Associates | 998 | $165,508.19 | $255,842.29 | $90,334.1 | 54.58% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 22,059 | $3.83M | $5.6M | $1.77M | 46.16% |
Lucas Mosher SP Asset Management LLC | 89,119 | $15.71M | $22.63M | $6.92M | 44.02% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 2,073 | $506,752.91 | $526,096.3 | $19,343.39 | 3.82% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,027 | $251,028.32 | $265,664.36 | $14,636.04 | 5.83% |
Stephen Smith Kestra Investment Management LLC | 20,960 | $3.65M | $5.32M | $1.67M | 45.81% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 1,068 | $221,394.95 | $265,515.48 | $44,120.53 | 19.93% |
Sue Oleari Trifecta Capital Advisors LLC | 3,836 | $617,431.2 | $973,998.76 | $356,567.56 | 57.75% |
Amy Hart Phillips Wealth Planners LLC | 5,636 | $1.02M | $1.4M | $379,238.18 | 37.11% |
Scott Register Register Financial Advisors LLC | 12,648 | $2.1M | $3.21M | $1.11M | 53.04% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 13,061 | $2.18M | $3.31M | $1.13M | 51.64% |
Bree Pate Olisti Co. Wealth LLC | 1,041 | $175,588.79 | $264,320.31 | $88,731.52 | 50.53% |