| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 1,049 | $42,470.4 | $47,760.97 | $5,290.57 | 12.46% |
Drew Phillips Fortitude Family Office LLC | 699 | $33,007.64 | $31,825.47 | -$1,182.17 | -3.58% |
Victoria Latham Fiduciary Alliance LLC | 67,761 | $3M | $3.09M | $84,031.67 | 2.8% |
Loni Adams Daymark Wealth Partners LLC | 6,806 | $254,258.16 | $311,646.74 | $57,388.58 | 22.57% |
Nolan Langford Left Brain Wealth Management LLC | 27,299 | $884,487.62 | $1.24M | $355,023.47 | 40.14% |
| YG Youse Guia DoubleLine ETF Adviser LP | 13,069 | $531,050.54 | $595,554.33 | $64,503.79 | 12.15% |
Cornell P. Abod Beacon Investment Advisors LLC | 17,500 | $599,375 | $800,450 | $201,075 | 33.55% |
Stephen Smith Kestra Investment Management LLC | 12,563 | $550,499.35 | $573,124.06 | $22,624.71 | 4.11% |
Scott Register Register Financial Advisors LLC | 2,000 | $73,300 | $91,320 | $18,020 | 24.58% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,957 | $86,531.7 | $89,102.21 | $2,570.51 | 2.97% |
| MWL Melia Wealth LLC Melia Wealth LLC | 5,670 | $246,975.18 | $258,722.1 | $11,746.92 | 4.76% |
Justin Halverson Great Waters Wealth Management | 10,000 | $306,900 | $453,700 | $146,800 | 47.83% |
Steven Trigili Garden State Investment Advisory Services LLC | 5,245 | $222,538.65 | $239,067.1 | $16,528.45 | 7.43% |
David Smith Linden Thomas Advisory Services LLC | 27,143 | $780,632.21 | $1.24M | $456,545.73 | 58.48% |
Andrew Hass RF&L Wealth Management LLC | 6,024 | $202,559.12 | $274,393.2 | $71,834.08 | 35.46% |
David D. Jones Applied Finance Capital Management LLC | 21,171 | $815,466.92 | $972,384.03 | $156,917.11 | 19.24% |
Kevin Kroskey True Wealth Design LLC | 1,521 | $64,461.42 | $69,251.13 | $4,789.71 | 7.43% |
Jill Batley Gateway Wealth Partners LLC | 8,182 | $358,528.35 | $373,058.29 | $14,529.94 | 4.05% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 11,317 | $430,951 | $515,942.03 | $84,991.03 | 19.72% |
Lison Couture iA Global Asset Management Inc. | 8,828 | $420,919.04 | $402,733.36 | -$18,185.68 | -4.32% |