| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PCM Passive Capital Management LLC Passive Capital Management LLC | 3,169 | $509,445.59 | $498,008.35 | -$11,437.24 | -2.25% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 32,442 | $5.1M | $5.1M | -$8,041.57 | -0.16% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 28,923 | $3.45M | $4.59M | $1.14M | 32.99% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 8,329 | $1.31M | $1.33M | $18,105.33 | 1.39% |
Holly Skipper Verum Partners LLC | 7,454 | $1.13M | $1.19M | $58,841.51 | 5.21% |
Belena Vincetti Fortis Capital Advisors LLC | 26,150 | $3.78M | $4.14M | $360,968.2 | 9.55% |
| YG Youse Guia DoubleLine ETF Adviser LP | 29,979 | $4.4M | $4.76M | $366,342.94 | 8.33% |
Patrick D. Hayes Canopy Partners LLC | 6,159 | $921,688.69 | $979,096.23 | $57,407.54 | 6.23% |
Adam Laibson Mainsail Financial Group LLC | 7,025 | $1.05M | $1.11M | $62,211.3 | 5.95% |
Marc White Clarendon Private LLC | 2,452 | $386,365.56 | $385,160.16 | -$1,205.4 | -0.31% |
Sheryl Stephens Stephens Consulting LLC | 2,805 | $443,275.96 | $443,975.4 | $699.44 | 0.16% |
Cornell P. Abod Beacon Investment Advisors LLC | 2,546 | $418,527.33 | $406,036.08 | -$12,491.25 | -2.98% |
Dennis Wallace Fortune Financial Advisors LLC | 2,816 | $463,210.98 | $449,532.16 | -$13,678.82 | -2.95% |
| JS Jeffrey Starkey Kooman & Associates | 2,285 | $346,304.08 | $361,167.1 | $14,863.02 | 4.29% |
| BG Becki Goebel TCP Asset Management LLC | 2,105 | $309,351.57 | $334,631.85 | $25,280.28 | 8.17% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 19,886 | $3M | $3.13M | $131,405.08 | 4.38% |
Lucas Mosher SP Asset Management LLC | 39,886 | $6.06M | $6.37M | $312,169.72 | 5.15% |
| BP Brett Pohl Kingdom Financial Group LLC | 376 | $56,950.12 | $59,727.6 | $2,777.48 | 4.88% |
Stephen Smith Kestra Investment Management LLC | 10,470 | $1.61M | $1.66M | $49,324.06 | 3.07% |
Sue Oleari Trifecta Capital Advisors LLC | 3,696 | $563,133.3 | $585,002.88 | $21,869.58 | 3.88% |