| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 18,781 | $2.36M | $1.35M | -$1.02M | -42.98% |
Nolan Hoffmeyer Thematics Asset Management | 38,090 | $1.15M | $2.73M | $1.59M | 138.43% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 9,823 | $879,430.51 | $704,407.33 | -$175,023.18 | -19.9% |
Loni Adams Daymark Wealth Partners LLC | 223,540 | $16.5M | $16.03M | -$465,399.7 | -2.82% |
Jessica Thayer Unique Wealth LLC | 3,897 | $365,348.09 | $279,453.87 | -$85,894.22 | -23.51% |
Brian Matter Creative Capital Management Investments LLC | 146 | $11,336.2 | $10,469.66 | -$866.54 | -7.64% |
Nolan Langford Left Brain Wealth Management LLC | 48,208 | $3.56M | $3.46M | -$105,048.62 | -2.95% |
Michael Snyder Beaumont Financial Advisors LLC | 5,230 | $420,918.35 | $375,043.3 | -$45,875.05 | -10.9% |
Erik Brenner Hilltop Partners LLC | 41,789 | $3.94M | $3.07M | -$867,479.36 | -22.01% |
Belena Vincetti Fortis Capital Advisors LLC | 52,489 | $3.71M | $3.76M | $57,245.31 | 1.54% |
| YG Youse Guia DoubleLine ETF Adviser LP | 41,065 | $2.26M | $2.94M | $689,064.89 | 30.55% |
Jeffrey D. Munjack JDM Financial Group LLC | 40 | $2,837.2 | $2,868.4 | $31.2 | 1.1% |
| QS Quentin Stoker Gallacher Capital Management LLC | 4,917 | $472,767.79 | $352,598.07 | -$120,169.72 | -25.42% |
Patrick D. Hayes Canopy Partners LLC | 10,676 | $687,757.99 | $765,575.96 | $77,817.97 | 11.31% |
Marc White Clarendon Private LLC | 6,075 | $554,874.12 | $435,638.25 | -$119,235.87 | -21.49% |
Sheryl Stephens Stephens Consulting LLC | 140 | $17,142.17 | $10,039.4 | -$7,102.77 | -41.43% |
Cornell P. Abod Beacon Investment Advisors LLC | 6,383 | $613,716 | $457,724.93 | -$155,991.07 | -25.42% |
| JS Jeffrey Starkey Kooman & Associates | 4,432 | $222,665.74 | $317,818.72 | $95,152.98 | 42.73% |
Nelson J. Lam LAM GROUP Inc. | 1,530 | $147,110 | $109,716.3 | -$37,393.7 | -25.42% |
Lucas Mosher SP Asset Management LLC | 26,467 | $911,000.32 | $1.9M | $986,948.25 | 108.34% |