| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 63,934 | $13M | $13.34M | $342,667.7 | 2.64% |
Loni Adams Daymark Wealth Partners LLC | 24,244 | $4.94M | $5.06M | $122,542.04 | 2.48% |
Brian Matter Creative Capital Management Investments LLC | 671 | $145,294.68 | $140,057.83 | -$5,236.85 | -3.6% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 86,528 | $17.32M | $18.06M | $736,853.49 | 4.25% |
| EB Erik Brenner Hilltop Partners LLC | 1,363 | $276,135.99 | $284,498.99 | $8,363 | 3.03% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 2,436 | $629,213.23 | $508,466.28 | -$120,746.95 | -19.19% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 936 | $250,172.65 | $195,371.28 | -$54,801.37 | -21.91% |
| HS Holly Skipper Verum Partners LLC | 6,807 | $1.39M | $1.42M | $33,890.73 | 2.44% |
| YG Youse Guia DoubleLine ETF Adviser LP | 9,446 | $2.28M | $1.97M | -$306,333.75 | -13.45% |
| PDH Patrick D. Hayes Canopy Partners LLC | 3,052 | $715,053.24 | $637,043.96 | -$78,009.28 | -10.91% |
Marc White Clarendon Private LLC | 2,378 | $576,390.99 | $496,359.94 | -$80,031.05 | -13.88% |
| BP Brett Pohl Kingdom Financial Group LLC | 11 | $2,599 | $2,296.03 | -$302.97 | -11.66% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 3,915 | $845,687.68 | $817,177.95 | -$28,509.73 | -3.37% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 899 | $222,216.81 | $187,648.27 | -$34,568.54 | -15.56% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,926 | $1.38M | $1.24M | -$141,911.95 | -10.29% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,179 | $249,101.76 | $246,092.67 | -$3,009.09 | -1.21% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 4,407 | $956,121.27 | $919,873.11 | -$36,248.16 | -3.79% |
Amy Ardeel Icon Wealth Advisors LLC | 4,385 | $1.19M | $915,281.05 | -$271,606.18 | -22.88% |
John J. Edwards Breed's Hi LLCapital LLC | 965 | $232,238.29 | $201,424.45 | -$30,813.84 | -13.27% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,236 | $292,042 | $257,990.28 | -$34,051.72 | -11.66% |