| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YG Youse Guia DoubleLine ETF Adviser LP | 64,763 | $1.82M | $1.91M | $90,344.52 | 4.97% |
Patrick D. Hayes Canopy Partners LLC | 36,141 | $996,420.61 | $1.07M | $71,545.94 | 7.18% |
Adam Laibson Mainsail Financial Group LLC | 14,238 | $351,785.47 | $422,370.27 | $70,584.8 | 20.06% |
Sheryl Stephens Stephens Consulting LLC | 2,047 | $54,306.99 | $60,366.03 | $6,059.04 | 11.16% |
Cornell P. Abod Beacon Investment Advisors LLC | 15,327 | $514,654.07 | $453,219.39 | -$61,434.68 | -11.94% |
Nelson J. Lam LAM GROUP Inc. | 483 | $13,563 | $14,267.82 | $704.82 | 5.2% |
| BP Brett Pohl Kingdom Financial Group LLC | 587 | $14,896.32 | $17,337.04 | $2,440.72 | 16.38% |
Stephen Smith Kestra Investment Management LLC | 108,921 | $3.03M | $3.21M | $180,147.26 | 5.94% |
Sue Oleari Trifecta Capital Advisors LLC | 4,277 | $102,991 | $126,021.8 | $23,030.8 | 22.36% |
Amy Hart Phillips Wealth Planners LLC | 11,382 | $319,606.56 | $336,281.19 | $16,674.63 | 5.22% |
Scott Register Register Financial Advisors LLC | 44,133 | $1.36M | $1.3M | -$51,283.24 | -3.78% |
Bree Pate Olisti Co. Wealth LLC | 13,050 | $364,695 | $385,431.75 | $20,736.75 | 5.69% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 51,883 | $1.29M | $1.53M | $242,993.14 | 18.89% |
Timothy J. Videnka Forza Wealth Management LLC | 27,200 | $971,692.46 | $806,482.72 | -$165,209.74 | -17% |
Amy Ardeel Icon Wealth Advisors LLC | 88,537 | $2.28M | $2.62M | $334,425.66 | 14.65% |
John J. Edwards Breed's Hi LLCapital LLC | 10,061 | $283,480.8 | $297,654.68 | $14,173.88 | 5% |
Dean Pelos Commonwealth Retirement Investments LLC | 6,896 | $166,057 | $203,845.76 | $37,788.76 | 22.76% |
Andy Peters Goldstein Advisors LLC | 13,628 | $388,671 | $401,208.32 | $12,537.32 | 3.23% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,344 | $36,502.26 | $39,755.52 | $3,253.26 | 8.91% |
Jeffrey Hanson Breakwater Capital Group | 52,094 | $1.48M | $1.54M | $58,704.01 | 3.96% |