| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YG Youse Guia DoubleLine ETF Adviser LP | 41,476 | $2.98M | $2.97M | -$16,175.44 | -0.54% |
Sheryl Stephens Stephens Consulting LLC | 8,429 | $396,547.09 | $616,412.77 | $219,865.68 | 55.45% |
Dennis Wallace Fortune Financial Advisors LLC | 50,558 | $2.5M | $3.62M | $1.11M | 44.46% |
Lucas Mosher SP Asset Management LLC | 13,644 | $703,891.01 | $998,126.82 | $294,235.81 | 41.8% |
| BP Brett Pohl Kingdom Financial Group LLC | 228 | $13,232.33 | $16,803.6 | $3,571.27 | 26.99% |
Sue Oleari Trifecta Capital Advisors LLC | 32 | $2,303 | $2,340.16 | $37.16 | 1.61% |
Amy Hart Phillips Wealth Planners LLC | 2,882 | $210,271 | $206,235.92 | -$4,035.08 | -1.92% |
Scott Register Register Financial Advisors LLC | 7,631 | $379,487.93 | $558,055.03 | $178,567.1 | 47.05% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 3,518 | $253,120.1 | $259,188.65 | $6,068.55 | 2.4% |
Bree Pate Olisti Co. Wealth LLC | 541 | $31,194.35 | $39,563.33 | $8,368.98 | 26.83% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 19,534 | $965,082.95 | $1.43M | $463,438.47 | 48.02% |
Timothy J. Videnka Forza Wealth Management LLC | 6,494 | $354,156.06 | $464,710.64 | $110,554.58 | 31.22% |
Amy Ardeel Icon Wealth Advisors LLC | 4,953 | $315,344.28 | $362,212.89 | $46,868.61 | 14.86% |
Joshua A. Kennon Kennon-Green & Company LLC | 108,443 | $4.95M | $8.02M | $3.06M | 61.85% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4,045 | $290,971.4 | $298,682.8 | $7,711.4 | 2.65% |
| DW Donald Windle Windle Wealth LLC | 144,758 | $6.75M | $10.68M | $3.93M | 58.32% |
Dean Pelos Commonwealth Retirement Investments LLC | 96,961 | $4.49M | $7.09M | $2.6M | 57.8% |
Bepin Serraj Richard W. Paul & Associates LLC | 19,140 | $912,449.4 | $1.4M | $487,258.8 | 53.4% |
Jeffrey Hanson Breakwater Capital Group | 6,762 | $408,611.46 | $494,505.06 | $85,893.6 | 21.02% |
Kyle Kelley Family Capital Management Inc. | 5,327 | $352,351.95 | $393,345.68 | $40,993.73 | 11.63% |