| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Holly Skipper Verum Partners LLC | 1,350 | $679,193.16 | $751,558.53 | $72,365.37 | 10.65% |
Christopher Casanega Sharper & Granite LLC | 1,964 | $271,700.62 | $1.09M | $821,677.86 | 302.42% |
Belena Vincetti Fortis Capital Advisors LLC | 12,812 | $5.39M | $7.13M | $1.75M | 32.44% |
| YG Youse Guia DoubleLine ETF Adviser LP | 13,458 | $5.57M | $7.94M | $2.36M | 42.43% |
Jeffrey D. Munjack JDM Financial Group LLC | 241 | $166,668.46 | $137,121.77 | -$29,546.69 | -17.73% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,703 | $864,434.72 | $948,077.16 | $83,642.44 | 9.68% |
Patrick D. Hayes Canopy Partners LLC | 7,481 | $2.84M | $4.16M | $1.33M | 46.7% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 1,900 | $716,161.16 | $1.06M | $341,587.88 | 47.7% |
Adam Laibson Mainsail Financial Group LLC | 519 | $360,829.81 | $288,932.5 | -$71,897.31 | -19.93% |
Marc White Clarendon Private LLC | 4,878 | $2.86M | $2.72M | -$140,525.13 | -4.92% |
Sheryl Stephens Stephens Consulting LLC | 153 | $99,805.11 | $85,176.63 | -$14,628.48 | -14.66% |
Dennis Wallace Fortune Financial Advisors LLC | 4,758 | $2.19M | $2.65M | $456,471.81 | 20.82% |
| JS Jeffrey Starkey Kooman & Associates | 419 | $221,182.67 | $233,261.5 | $12,078.83 | 5.46% |
| BG Becki Goebel TCP Asset Management LLC | 754 | $425,218.09 | $419,759.36 | -$5,458.73 | -1.28% |
Nelson J. Lam LAM GROUP Inc. | 958 | $415,018.64 | $533,328.2 | $118,309.56 | 28.51% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 698 | $431,689.08 | $388,583.59 | -$43,105.49 | -9.99% |
Lucas Mosher SP Asset Management LLC | 341,318 | $41.6M | $190.02M | $148.41M | 356.72% |
| BP Brett Pohl Kingdom Financial Group LLC | 252 | $144,088.57 | $149,137.38 | $5,048.81 | 3.5% |
Stephen Smith Kestra Investment Management LLC | 14,019 | $7.72M | $8.24M | $524,720.54 | 6.8% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 4,281 | $2.09M | $2.38M | $295,367.17 | 14.15% |