| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 1,587 | $220,498 | $210,023.58 | -$10,474.42 | -4.75% |
| ECP Epacria Capital Partners LLC Epacria Capital Partners LLC | 2,008 | $286,361 | $268,047.94 | -$18,313.06 | -6.4% |
Jeffrey Gilbert Balboa Wealth Partners | 1,618 | $236,731.22 | $218,284.38 | -$18,446.84 | -7.79% |
Angela Cox W Advisors LLC | 3,791 | $847,471.29 | $501,700.94 | -$345,770.35 | -40.8% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 81 | $12,716.01 | $10,719.54 | -$1,996.47 | -15.7% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 18,024 | $2.5M | $2.41M | -$90,351.68 | -3.61% |
| JG John Ginter Callan Family Office LLC | 2,290 | $330,168.01 | $303,058.6 | -$27,109.41 | -8.21% |
| TC Trent Curry bLong Financial LLC | 2,167 | $334,952.96 | $286,780.78 | -$48,172.18 | -14.38% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,313 | $321,046.8 | $306,102.42 | -$14,944.38 | -4.65% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 4,480 | $612,057.6 | $592,883.2 | -$19,174.4 | -3.13% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 68,121 | $9.15M | $9.02M | -$137,372.1 | -1.5% |
Mariana Coli Dunhill Financial LLC | 6 | $870.84 | $809.46 | -$61.38 | -7.05% |
Drew Phillips Fortitude Family Office LLC | 5 | $695 | $661.7 | -$33.3 | -4.79% |
Brian Dechow SWAN Capital LLC | 14 | $1,961 | $1,852.62 | -$108.38 | -5.53% |
Bert D. Barre Colonial Trust Co. / SC | 47 | $6,822.75 | $6,219.98 | -$602.77 | -8.83% |
Loni Adams Daymark Wealth Partners LLC | 2,983 | $382,437.38 | $394,770.22 | $12,332.84 | 3.22% |
| YG Youse Guia DoubleLine ETF Adviser LP | 5,159 | $805,062.9 | $688,674.96 | -$116,387.94 | -14.46% |
Sheryl Stephens Stephens Consulting LLC | 7 | $973 | $926.38 | -$46.62 | -4.79% |
| BP Brett Pohl Kingdom Financial Group LLC | 95 | $13,218.13 | $12,816.45 | -$401.68 | -3.04% |
Amy Hart Phillips Wealth Planners LLC | 1,851 | $251,736 | $249,718.41 | -$2,017.59 | -0.8% |